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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
174,834
shares
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
174,030
shares
|
$18.5 Million
0.91% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
173,049
shares
|
$18.4 Million
1.72% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
172,358
shares
|
$18.3 Million
3.15% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
172,256
shares
|
$18.3 Million
0.34% of portfolio
|
Q1 2025
Reduced 39.49%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
172,100
shares
|
$18.3 Million
0.73% of portfolio
|
Q4 2024
Added 1383.62%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
171,822
shares
|
$18.2 Million
0.21% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
171,646
shares
|
$18.2 Million
5.83% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Evergreen Advisors, LLC
|
May 07, 2025 Q1 2025 |
170,182
shares
|
$18.1 Million
4.94% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
169,858
shares
|
$18 Million
1.69% of portfolio
|
Q2 2023
Added 5.39%
|
|
|
Twele Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
169,079
shares
|
$17.9 Million
3.74% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
168,911
shares
|
$17.9 Million
4.83% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
168,358
shares
|
$17.9 Million
3.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
167,400
shares
|
$17.8 Million
6.26% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
167,321
shares
|
$17.8 Million
4.11% of portfolio
|
Q1 2025
Added 34.4%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
166,784
shares
|
$17.7 Million
0.62% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
166,476
shares
|
$17.7 Million
8.68% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
166,392
shares
|
$17.7 Million
5.61% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
166,385
shares
|
$17.7 Million
8.59% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
166,280
shares
|
$17.6 Million
11.23% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
165,395
shares
|
$17.6 Million
3.54% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
165,068
shares
|
$17.5 Million
5.22% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
164,803
shares
|
$17.5 Million
1.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
161,390
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Fort Henry Capital, LLC
|
Apr 22, 2025 Q1 2025 |
161,087
shares
|
$17.1 Million
12.1% of portfolio
|
Q1 2025
Added 0.06%
|