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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
96,226
shares
|
$10.2 Million
2.5% of portfolio
|
Q1 2025
Reduced 10.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
96,132
shares
|
$10.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
95,897
shares
|
$10.2 Million
5.12% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
95,748
shares
|
$10.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
95,663
shares
|
$10.2 Million
5.97% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
95,360
shares
|
$10.1 Million
0.31% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
95,057
shares
|
$10.1 Million
0.23% of portfolio
|
Q1 2025
Added 21.72%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
95,019
shares
|
$10.1 Million
2.02% of portfolio
|
Q1 2025
Added 2606.32%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
94,804
shares
|
$10.1 Million
1.76% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
94,657
shares
|
$10 Million
4.12% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
94,587
shares
|
$10 Million
1.74% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
94,526
shares
|
$10 Million
3.29% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
94,155
shares
|
$9.99 Million
0.56% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
94,125
shares
|
$9.99 Million
0.85% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
93,312
shares
|
$9.9 Million
2.49% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
92,656
shares
|
$9.83 Million
0.93% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
92,655
shares
|
$9.83 Million
1.92% of portfolio
|
Q1 2025
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
92,128
shares
|
$9.78 Million
2.33% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
91,715
shares
|
$9.73 Million
4.96% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
91,442
shares
|
$9.71 Million
1.71% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
91,440
shares
|
$9.71 Million
2.09% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
90,802
shares
|
$9.64 Million
4.74% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
90,639
shares
|
$9.62 Million
1.2% of portfolio
|
Q1 2025
Added 22.87%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
90,366
shares
|
$9.59 Million
0.96% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
90,304
shares
|
$9.58 Million
0.31% of portfolio
|
Q1 2025
Added 9.81%
|