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 |
|---|---|---|---|---|---|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
May 15, 2025 Q1 2025 |
110,495
shares
|
$11.7 Million
1.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
110,301
shares
|
$11.7 Million
2.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
109,794
shares
|
$11.7 Million
2.22% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
109,294
shares
|
$11.6 Million
2.45% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
109,092
shares
|
$11.6 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
108,775
shares
|
$11.5 Million
0.13% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
107,841
shares
|
$11.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 58.04%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106,988
shares
|
$11.4 Million
3.16% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
106,534
shares
|
$11.3 Million
1.62% of portfolio
|
Q1 2025
Added 32.68%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
105,709
shares
|
$11.2 Million
7.01% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
105,696
shares
|
$11.2 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
105,555
shares
|
$11.2 Million
6.36% of portfolio
|
Q1 2025
Added 38.85%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
105,420
shares
|
$11.2 Million
1.27% of portfolio
|
Q1 2025
Added 77.32%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
May 08, 2025 Q1 2025 |
104,782
shares
|
$11.1 Million
6.08% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
104,649
shares
|
$11.1 Million
2.54% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
104,433
shares
|
$11.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
104,044
shares
|
$11 Million
1.71% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
103,948
shares
|
$11 Million
11.55% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103,156
shares
|
$10.9 Million
0.8% of portfolio
|
Q4 2022
Reduced 6.89%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
102,910
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
102,296
shares
|
$10.9 Million
0.21% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
102,251
shares
|
$10.9 Million
0.63% of portfolio
|
Q1 2025
Added 702.16%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
102,015
shares
|
$10.8 Million
1.18% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
101,231
shares
|
$10.7 Million
1.4% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
100,860
shares
|
$10.7 Million
1.76% of portfolio
|
Q1 2025
Added 1.42%
|