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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
248,235
shares
|
$26.3 Million
1.84% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
247,737
shares
|
$26.3 Million
5.21% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
247,337
shares
|
$26.3 Million
6.07% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
246,774
shares
|
$26.2 Million
2.73% of portfolio
|
Q1 2025
Added 34.67%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
245,854
shares
|
$26.1 Million
7.19% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
245,005
shares
|
$26 Million
1.79% of portfolio
|
Q1 2025
Reduced 72.62%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
244,803
shares
|
$26 Million
0.31% of portfolio
|
Q1 2025
Added 52.89%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
244,002
shares
|
$25.9 Million
2.76% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
243,852
shares
|
$25.9 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
241,781
shares
|
$25.7 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
240,612
shares
|
$25.5 Million
6.78% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
234,503
shares
|
$24.9 Million
1.66% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
232,567
shares
|
$24.7 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
231,975
shares
|
$24.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 39.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
231,662
shares
|
$24.6 Million
3.48% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
229,008
shares
|
$24.3 Million
0.61% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
228,959
shares
|
$24.3 Million
10.52% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
228,761
shares
|
$24.3 Million
9.09% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
227,577
shares
|
$24.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 47.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
225,894
shares
|
$24 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
225,726
shares
|
$24 Million
2.52% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
224,818
shares
|
$23.9 Million
1.97% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Mangrove Partners
New York, NY |
May 15, 2025 Q1 2025 |
223,300
shares
|
$23.7 Million
3.66% of portfolio
|
Q1 2024
Reduced 72.55%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
222,704
shares
|
$23.6 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
220,367
shares
|
$23.4 Million
4.32% of portfolio
|
Q1 2025
Added 8.76%
|