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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
59,952
shares
|
$6.36 Million
0.27% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
59,411
shares
|
$6.31 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
59,322
shares
|
$6.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
59,276
shares
|
$6.29 Million
3.15% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
59,271
shares
|
$6.29 Million
0.18% of portfolio
|
Q1 2025
Added 18.12%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
59,244
shares
|
$6.29 Million
0.21% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
58,985
shares
|
$6.26 Million
2.13% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
58,829
shares
|
$6.24 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
58,796
shares
|
$6.24 Million
0.29% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
58,513
shares
|
$6.21 Million
1.5% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
58,478
shares
|
$6.21 Million
4.38% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
58,441
shares
|
$6.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
58,232
shares
|
$6.18 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
58,192
shares
|
$6.18 Million
0.34% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
58,096
shares
|
$6.17 Million
0.59% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
58,045
shares
|
$6.16 Million
2.22% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
57,698
shares
|
$6.12 Million
0.42% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
57,420
shares
|
$6.09 Million
1.67% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
First National Bank Of Hutchinson
|
May 06, 2025 Q1 2025 |
57,214
shares
|
$6.07 Million
4.0% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
57,202
shares
|
$6.07 Million
6.99% of portfolio
|
Q1 2025
Added 566.69%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
56,946
shares
|
$6.04 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
56,936
shares
|
$6.04 Million
0.68% of portfolio
|
Q1 2025
Reduced 28.97%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
56,886
shares
|
$6.04 Million
0.53% of portfolio
|
Q1 2025
Reduced 13.98%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
56,834
shares
|
$6.03 Million
4.83% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
56,664
shares
|
$6.01 Million
0.21% of portfolio
|
Q1 2025
Added 5.32%
|