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 |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
186,481
shares
|
$19.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
186,444
shares
|
$19.8 Million
0.94% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
185,802
shares
|
$19.7 Million
1.86% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
185,652
shares
|
$19.7 Million
1.86% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
185,375
shares
|
$19.7 Million
0.4% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,171
shares
|
$19.7 Million
0.68% of portfolio
|
Q2 2020
Added 1.97%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
185,048
shares
|
$19.6 Million
2.91% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
184,257
shares
|
$19.6 Million
2.12% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
184,143
shares
|
$19.5 Million
2.08% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
183,988
shares
|
$19.5 Million
0.88% of portfolio
|
Q1 2025
Added 44.26%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
183,606
shares
|
$19.5 Million
7.58% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
183,391
shares
|
$19.5 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
182,659
shares
|
$19.4 Million
0.63% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
182,580
shares
|
$19.4 Million
0.01% of portfolio
|
Q1 2025
Added 95.31%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
181,837
shares
|
$19.3 Million
5.25% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
181,321
shares
|
$19.2 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
180,295
shares
|
$19.1 Million
7.79% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
179,275
shares
|
$19 Million
1.41% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
178,377
shares
|
$18.9 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
177,750
shares
|
$18.9 Million
0.6% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
177,503
shares
|
$18.8 Million
0.87% of portfolio
|
Q1 2025
Added 173.52%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
176,972
shares
|
$18.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
175,859
shares
|
$18.7 Million
0.47% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
175,496
shares
|
$18.6 Million
3.95% of portfolio
|
Q1 2025
Added 41.83%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
175,265
shares
|
$18.6 Million
0.23% of portfolio
|
Q1 2025
Added 1.96%
|