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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
160,760
shares
|
$17.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
160,719
shares
|
$17.1 Million
3.7% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
160,492
shares
|
$17 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
160,411
shares
|
$17 Million
1.07% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
160,183
shares
|
$17 Million
0.62% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
159,492
shares
|
$16.9 Million
9.43% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
159,082
shares
|
$16.9 Million
6.71% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
158,366
shares
|
$16.8 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
157,258
shares
|
$16.7 Million
2.02% of portfolio
|
Q1 2025
Added 28.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
156,917
shares
|
$16.7 Million
0.83% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
156,416
shares
|
$16.6 Million
3.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
156,225
shares
|
$16.6 Million
2.72% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
155,866
shares
|
$16.5 Million
1.66% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
155,159
shares
|
$16.5 Million
0.54% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
154,060
shares
|
$16.4 Million
1.28% of portfolio
|
Q1 2025
Added 27.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
153,436
shares
|
$16.3 Million
1.21% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
152,684
shares
|
$16.2 Million
0.56% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
152,363
shares
|
$16.2 Million
1.31% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
152,337
shares
|
$16.2 Million
5.09% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
151,271
shares
|
$16.1 Million
5.13% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
151,193
shares
|
$16 Million
1.28% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
151,184
shares
|
$16 Million
4.1% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
150,710
shares
|
$16 Million
1.51% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
150,451
shares
|
$16 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
150,279
shares
|
$16 Million
0.43% of portfolio
|
Q1 2025
Added 0.64%
|