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 |
|---|---|---|---|---|---|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,285
shares
|
$239,102
0.23% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,283
shares
|
$238,893
0.08% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
2,279
shares
|
$238,474
0.14% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
2,277
shares
|
$238,265
0.16% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
2,277
shares
|
$238,265
0.07% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
2,274
shares
|
$237,951
0.05% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,261
shares
|
$236,591
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,258
shares
|
$236,277
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
2,250
shares
|
$235,440
0.07% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
2,245
shares
|
$234,916
0.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$234,916
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
2,243
shares
|
$234,707
0.06% of portfolio
|
Q4 2023
Reduced 10.74%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,241
shares
|
$234,498
0.07% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,240
shares
|
$234,393
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$233,347
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,227
shares
|
$233,033
0.35% of portfolio
|
Q2 2022
Reduced 37.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
2,226
shares
|
$232,928
0.03% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
2,221
shares
|
$232,405
0.14% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
2,216
shares
|
$231,882
0.07% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
2,211
shares
|
$231,359
0.15% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
2,205
shares
|
$230,731
0.31% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,202
shares
|
$230,417
0.06% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,194
shares
|
$229,580
0.05% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,189
shares
|
$229,056
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,179
shares
|
$228,010
0.05% of portfolio
|
Q1 2025
New holding
|