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 2,820 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
291,959
shares
|
$31 Million
6.0% of portfolio
|
Q1 2025
Added 31.79%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
287,510
shares
|
$30.5 Million
0.47% of portfolio
|
Q2 2023
Added 107.19%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
286,641
shares
|
$30.4 Million
12.25% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
285,183
shares
|
$30.3 Million
2.3% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
283,301
shares
|
$30.1 Million
3.64% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
282,481
shares
|
$30 Million
5.18% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
279,803
shares
|
$29.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
277,013
shares
|
$29.4 Million
0.22% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
275,595
shares
|
$29.3 Million
3.88% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
272,607
shares
|
$28.9 Million
0.73% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
271,554
shares
|
$28.8 Million
9.6% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
271,228
shares
|
$28.8 Million
4.65% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
270,294
shares
|
$28.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
270,007
shares
|
$28.7 Million
0.23% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
267,598
shares
|
$28.4 Million
0.82% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
267,253
shares
|
$28.4 Million
1.38% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
262,558
shares
|
$27.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
260,418
shares
|
$27.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
257,146
shares
|
$27.3 Million
4.95% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
252,887
shares
|
$26.8 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
250,000
shares
|
$26.5 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Apr 28, 2025 Q1 2025 |
250,000
shares
|
$26.5 Million
7.4% of portfolio
|
Q1 2025
New holding
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
249,166
shares
|
$26.4 Million
1.94% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
248,884
shares
|
$26.4 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
248,727
shares
|
$26.4 Million
1.19% of portfolio
|
Q1 2025
Reduced 9.99%
|