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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,302
shares
|
$255,429
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
2,300
shares
|
$255,208
0.08% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,300
shares
|
$255,208
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,299
shares
|
$255,097
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
2,294
shares
|
$254,542
0.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
2,289
shares
|
$253,987
0.27% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
2,287
shares
|
$253,765
0.06% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,285
shares
|
$253,543
0.23% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,283
shares
|
$253,321
0.08% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
2,279
shares
|
$252,877
0.14% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
2,277
shares
|
$252,655
0.16% of portfolio
|
Q1 2025
Reduced 23.49%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
2,277
shares
|
$252,655
0.07% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
2,274
shares
|
$252,323
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
|
$250,880
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,258
shares
|
$250,547
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
My Wealth Management Inc.
|
May 06, 2025 Q1 2025 |
2,245
shares
|
$249,105
0.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$249,105
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
2,243
shares
|
$248,883
0.06% of portfolio
|
Q4 2023
Reduced 10.74%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,240
shares
|
$248,550
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$247,440
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
2,228
shares
|
$247,218
0.18% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,227
shares
|
$247,107
0.35% of portfolio
|
Q2 2022
Reduced 37.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
2,226
shares
|
$246,996
0.03% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
2,221
shares
|
$246,442
0.14% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
2,216
shares
|
$245,887
0.07% of portfolio
|
Q1 2025
Added 19.59%
|