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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
72,267
shares
|
$7.67 Million
0.49% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
72,058
shares
|
$7.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
71,820
shares
|
$7.62 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
71,815
shares
|
$7.62 Million
0.98% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
71,813
shares
|
$7.62 Million
6.39% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
71,684
shares
|
$7.61 Million
0.21% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
71,653
shares
|
$7.61 Million
0.39% of portfolio
|
Q3 2022
Added 59.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
71,554
shares
|
$7.59 Million
1.5% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
71,219
shares
|
$7.56 Million
4.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
71,171
shares
|
$7.55 Million
0.72% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
69,956
shares
|
$7.43 Million
2.57% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
69,875
shares
|
$7.42 Million
4.09% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Polianta LTD
|
Apr 16, 2025 Q1 2025 |
69,700
shares
|
$7.4 Million
3.52% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
69,670
shares
|
$7.39 Million
2.97% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
69,483
shares
|
$7.37 Million
4.51% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
69,478
shares
|
$7.37 Million
0.24% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
69,349
shares
|
$7.36 Million
1.86% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
68,973
shares
|
$7.32 Million
3.11% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
68,972
shares
|
$7.32 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
68,952
shares
|
$7.32 Million
0.93% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
68,751
shares
|
$7.3 Million
3.53% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
68,563
shares
|
$7.28 Million
5.41% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
68,482
shares
|
$7.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
68,026
shares
|
$7.22 Million
4.99% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
67,960
shares
|
$7.21 Million
4.76% of portfolio
|
Q1 2025
Added 3.33%
|