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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
118,687
shares
|
$12.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
118,651
shares
|
$12.6 Million
0.37% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
118,384
shares
|
$12.6 Million
4.29% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
118,216
shares
|
$12.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 34.19%
|
|
|
Ironwood Wealth Management, Llc.
|
Apr 25, 2025 Q1 2025 |
118,209
shares
|
$12.5 Million
3.8% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
117,732
shares
|
$12.5 Million
4.73% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
117,693
shares
|
$12.5 Million
4.22% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
117,000
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
116,201
shares
|
$12.3 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
115,819
shares
|
$12.3 Million
4.75% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
115,755
shares
|
$12.3 Million
0.97% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
114,860
shares
|
$12.2 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
114,402
shares
|
$12.1 Million
1.72% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
114,335
shares
|
$12.1 Million
5.97% of portfolio
|
Q4 2022
Added 2.91%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
113,604
shares
|
$12.1 Million
1.99% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
113,553
shares
|
$12.1 Million
5.78% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
113,409
shares
|
$12 Million
4.51% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
112,951
shares
|
$12 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
112,749
shares
|
$12 Million
0.43% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
112,155
shares
|
$11.9 Million
5.27% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
111,890
shares
|
$11.9 Million
0.15% of portfolio
|
Q1 2025
Added 59.45%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
111,796
shares
|
$11.9 Million
2.2% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
111,102
shares
|
$11.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
110,975
shares
|
$11.8 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
110,893
shares
|
$11.8 Million
0.2% of portfolio
|
Q1 2025
Added 4.52%
|