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 |
|---|---|---|---|---|---|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
220,346
shares
|
$23.4 Million
5.38% of portfolio
|
Q1 2025
Added 101.56%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
220,011
shares
|
$23.4 Million
5.26% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
217,594
shares
|
$23.1 Million
2.0% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
217,514
shares
|
$23.1 Million
1.52% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
215,758
shares
|
$22.9 Million
2.48% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
215,704
shares
|
$22.9 Million
6.32% of portfolio
|
Q1 2025
Added 314.41%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
214,597
shares
|
$22.8 Million
0.28% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
213,836
shares
|
$22.7 Million
0.46% of portfolio
|
Q1 2025
Added 75.03%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
213,576
shares
|
$22.7 Million
5.09% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
211,537
shares
|
$22.5 Million
2.42% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
209,339
shares
|
$22.2 Million
2.01% of portfolio
|
Q1 2025
Added 25.77%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
209,058
shares
|
$22.2 Million
2.12% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
208,319
shares
|
$22.1 Million
2.45% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
207,287
shares
|
$22 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
207,176
shares
|
$22 Million
2.62% of portfolio
|
Q1 2025
Reduced 13.1%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
206,591
shares
|
$21.9 Million
1.85% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
204,741
shares
|
$21.7 Million
7.56% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
203,342
shares
|
$21.6 Million
6.99% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
202,327
shares
|
$21.5 Million
4.09% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
202,000
shares
|
$21.4 Million
1.0% of portfolio
|
Q1 2025
Added 34.67%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
201,730
shares
|
$21.4 Million
0.49% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
201,673
shares
|
$21.4 Million
0.6% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
200,982
shares
|
$21.3 Million
3.29% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
200,811
shares
|
$21.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
200,483
shares
|
$21.3 Million
4.74% of portfolio
|
Q1 2025
Reduced 0.38%
|