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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,939
shares
|
$206,891
0.04% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
1,935
shares
|
$206,464
0.07% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
1,933
shares
|
$206,251
0.07% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,926
shares
|
$205,504
0.08% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,915
shares
|
$204,330
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,914
shares
|
$204,223
0.03% of portfolio
|
Q1 2025
Reduced 20.71%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,914
shares
|
$204,223
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,914
shares
|
$204,223
0.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,907
shares
|
$203,476
0.12% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$200,169
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,871
shares
|
$199,635
0.12% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,835
shares
|
$195,794
0.29% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,830
shares
|
$195,261
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,818
shares
|
$193,980
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,800
shares
|
$192,060
0.0% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,800
shares
|
$192,060
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
1,776
shares
|
$189,499
0.08% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,738
shares
|
$185,444
0.06% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,736
shares
|
$185,231
0.15% of portfolio
|
Q1 2025
Added 2125.64%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$184,591
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,703
shares
|
$181,710
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,703
shares
|
$181,710
0.18% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,700
shares
|
$181,390
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,695
shares
|
$180,856
0.02% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,675
shares
|
$178,722
0.08% of portfolio
|
Q1 2025
Added 31.37%
|