Institutional Ownership Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR). We have compiled data on the 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,377
shares
|
$248,729
0.1% of portfolio
|
Q1 2025
Added 30.68%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
2,373
shares
|
$248,310
0.13% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
2,369
shares
|
$247,892
0.12% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
2,366
shares
|
$247,578
0.09% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
2,358
shares
|
$246,741
0.08% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,343
shares
|
$245,171
0.08% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,336
shares
|
$244,439
0.16% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
2,336
shares
|
$244,439
0.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
2,333
shares
|
$244,125
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
2,330
shares
|
$243,811
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
2,328
shares
|
$243,601
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
2,328
shares
|
$243,601
0.02% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
2,327
shares
|
$243,497
0.01% of portfolio
|
Q1 2025
Reduced 36.95%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,326
shares
|
$243,392
2.25% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
2,325
shares
|
$243,288
0.09% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
2,325
shares
|
$243,288
0.16% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,323
shares
|
$243,078
0.04% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
2,323
shares
|
$243,078
0.04% of portfolio
|
Q1 2025
Reduced 14.28%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
2,322
shares
|
$242,974
0.07% of portfolio
|
Q1 2025
Reduced 98.96%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Apr 14, 2025 Q1 2025 |
2,318
shares
|
$242,555
0.21% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,302
shares
|
$240,881
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
2,300
shares
|
$240,672
0.08% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,300
shares
|
$240,672
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
2,294
shares
|
$240,044
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,289
shares
|
$239,520
0.27% of portfolio
|
Q1 2025
Reduced 8.77%
|