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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
76,730
shares
|
$8.14 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
76,474
shares
|
$8.12 Million
8.47% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76,267
shares
|
$8.09 Million
0.38% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
76,139
shares
|
$8.08 Million
0.2% of portfolio
|
Q3 2022
Reduced 90.17%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
75,873
shares
|
$8.05 Million
1.71% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
75,683
shares
|
$8.03 Million
2.67% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
75,617
shares
|
$8.03 Million
2.44% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
75,593
shares
|
$8.02 Million
0.67% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
75,581
shares
|
$8.02 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
75,539
shares
|
$8.02 Million
0.62% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
75,239
shares
|
$7.99 Million
4.78% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
73,978
shares
|
$7.85 Million
1.86% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
73,907
shares
|
$7.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
73,844
shares
|
$7.84 Million
1.92% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
73,363
shares
|
$7.79 Million
5.57% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
F
|
May 14, 2025 Q1 2025 |
73,260
shares
|
$7.78 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
73,075
shares
|
$7.76 Million
2.9% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
73,044
shares
|
$7.75 Million
1.44% of portfolio
|
Q1 2025
Reduced 39.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
72,905
shares
|
$7.74 Million
0.27% of portfolio
|
Q1 2025
Reduced 35.47%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
72,878
shares
|
$7.74 Million
7.28% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
72,869
shares
|
$7.73 Million
1.55% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
72,613
shares
|
$7.71 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
72,433
shares
|
$7.69 Million
0.26% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
72,406
shares
|
$7.69 Million
0.83% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
72,273
shares
|
$7.67 Million
0.05% of portfolio
|
Q1 2025
Added 3.65%
|