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 |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
199,843
shares
|
$21.2 Million
7.26% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
199,248
shares
|
$21.1 Million
0.78% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
199,000
shares
|
$21.1 Million
5.44% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
198,215
shares
|
$21 Million
1.57% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
197,916
shares
|
$21 Million
1.57% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
197,868
shares
|
$21 Million
0.07% of portfolio
|
Q1 2025
Added 289.37%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
196,975
shares
|
$20.9 Million
0.93% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
196,271
shares
|
$20.8 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
196,019
shares
|
$20.8 Million
0.52% of portfolio
|
Q1 2025
Reduced 40.03%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
195,698
shares
|
$20.8 Million
7.46% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
194,339
shares
|
$20.6 Million
4.07% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
193,789
shares
|
$20.6 Million
1.92% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
192,827
shares
|
$20.5 Million
0.41% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
192,585
shares
|
$20.4 Million
4.22% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
192,125
shares
|
$20.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
191,741
shares
|
$20.4 Million
0.01% of portfolio
|
Q1 2025
Added 8214.87%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
191,341
shares
|
$20.3 Million
5.77% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
190,707
shares
|
$20.2 Million
0.52% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
190,257
shares
|
$20.2 Million
4.55% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
190,235
shares
|
$20.2 Million
2.5% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
189,522
shares
|
$20.1 Million
3.77% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
189,490
shares
|
$20.1 Million
1.01% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
189,130
shares
|
$20.1 Million
3.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
187,449
shares
|
$19.9 Million
2.66% of portfolio
|
Q1 2025
New holding
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
186,663
shares
|
$19.8 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.24%
|