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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
128,447
shares
|
$13.6 Million
0.77% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
128,133
shares
|
$13.6 Million
2.21% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
127,048
shares
|
$13.5 Million
1.95% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
126,786
shares
|
$13.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 50.58%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
126,538
shares
|
$13.4 Million
2.52% of portfolio
|
Q1 2025
Added 152.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
126,092
shares
|
$13.4 Million
0.32% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
125,873
shares
|
$13.4 Million
2.17% of portfolio
|
Q3 2023
Reduced 2.75%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
125,231
shares
|
$13.3 Million
0.34% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
124,856
shares
|
$13.3 Million
0.53% of portfolio
|
Q1 2025
Added 74.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
124,443
shares
|
$13.2 Million
1.28% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
124,234
shares
|
$13.2 Million
2.06% of portfolio
|
Q1 2025
Reduced 23.67%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
124,102
shares
|
$13.2 Million
4.12% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
124,093
shares
|
$13.2 Million
2.58% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
123,811
shares
|
$13.1 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
123,508
shares
|
$13.1 Million
0.45% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
123,370
shares
|
$13.1 Million
6.3% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
122,998
shares
|
$13.1 Million
1.06% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
122,089
shares
|
$13 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
122,062
shares
|
$13 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
121,475
shares
|
$12.9 Million
1.96% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
120,937
shares
|
$12.8 Million
5.4% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
120,812
shares
|
$12.8 Million
8.21% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
119,741
shares
|
$12.7 Million
4.63% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
119,068
shares
|
$12.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
119,041
shares
|
$12.6 Million
1.06% of portfolio
|
Q1 2025
Reduced 5.03%
|