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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
136,398
shares
|
$14.5 Million
0.26% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
136,271
shares
|
$14.5 Million
5.86% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
135,615
shares
|
$14.4 Million
6.36% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
135,274
shares
|
$14.4 Million
0.15% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
135,161
shares
|
$14.3 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
134,967
shares
|
$14.3 Million
8.03% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
134,798
shares
|
$14.3 Million
0.45% of portfolio
|
Q1 2025
Added 10.39%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
134,409
shares
|
$14.3 Million
1.22% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
134,043
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
133,707
shares
|
$14.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
133,401
shares
|
$14.2 Million
13.64% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
133,287
shares
|
$14.1 Million
2.49% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
133,249
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2022
Added 10.5%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
132,434
shares
|
$14.1 Million
1.25% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
131,339
shares
|
$13.9 Million
2.5% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
131,209
shares
|
$13.9 Million
3.87% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
130,666
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
130,494
shares
|
$13.9 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
129,944
shares
|
$13.8 Million
3.07% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
129,642
shares
|
$13.8 Million
2.69% of portfolio
|
Q1 2025
Added 4333.72%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
128,978
shares
|
$13.7 Million
4.98% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
128,859
shares
|
$13.7 Million
1.95% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
128,687
shares
|
$13.7 Million
3.02% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
128,665
shares
|
$13.7 Million
2.83% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
128,491
shares
|
$13.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 5.41%
|