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 |
|---|---|---|---|---|---|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
150,063
shares
|
$15.9 Million
3.24% of portfolio
|
Q1 2025
Reduced 20.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
149,848
shares
|
$15.9 Million
0.66% of portfolio
|
Q1 2025
Reduced 11.12%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
149,670
shares
|
$15.9 Million
1.03% of portfolio
|
Q1 2025
Added 33.99%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
148,730
shares
|
$15.8 Million
3.14% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
146,486
shares
|
$15.5 Million
10.89% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
146,006
shares
|
$15.5 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
145,416
shares
|
$15.4 Million
3.13% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
144,797
shares
|
$15.4 Million
0.99% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
143,825
shares
|
$15.3 Million
2.66% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
143,551
shares
|
$15.2 Million
1.18% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
143,361
shares
|
$15.2 Million
1.29% of portfolio
|
Q1 2025
Reduced 36.63%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
143,181
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
142,740
shares
|
$15.2 Million
0.28% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
142,627
shares
|
$15.1 Million
3.9% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
141,016
shares
|
$15 Million
1.57% of portfolio
|
Q4 2022
Added 38.45%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
140,873
shares
|
$15 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
140,719
shares
|
$14.9 Million
0.23% of portfolio
|
Q1 2025
Added 31.76%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
140,601
shares
|
$14.9 Million
1.84% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
140,399
shares
|
$14.9 Million
2.77% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
139,808
shares
|
$14.8 Million
7.3% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
138,929
shares
|
$14.7 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
138,541
shares
|
$14.7 Million
9.85% of portfolio
|
Q1 2023
Added 3.15%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
138,411
shares
|
$14.7 Million
0.79% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
138,181
shares
|
$14.7 Million
4.26% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
136,754
shares
|
$14.5 Million
1.81% of portfolio
|
Q1 2025
Added 2.96%
|