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 2,828 institutions that hold shares in the stock, with a total of 538 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
61,517
shares
|
$6.02 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
60,521
shares
|
$5.92 Million
0.67% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
60,333
shares
|
$5.91 Million
1.43% of portfolio
|
Q1 2025
Added 2500.56%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
60,254
shares
|
$5.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 38.38%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
60,160
shares
|
$5.89 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
60,041
shares
|
$5.88 Million
2.16% of portfolio
|
Q1 2025
Added 54.19%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
60,000
shares
|
$5.87 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
59,895
shares
|
$5.86 Million
3.96% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,754
shares
|
$5.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
59,694
shares
|
$5.84 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,672
shares
|
$5.84 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
59,451
shares
|
$5.82 Million
0.78% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
59,322
shares
|
$5.81 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
58,985
shares
|
$5.77 Million
2.13% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
58,829
shares
|
$5.76 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
|
$5.76 Million
0.29% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
58,630
shares
|
$5.74 Million
0.61% of portfolio
|
Q4 2024
Reduced 46.4%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
58,607
shares
|
$5.74 Million
1.99% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
58,513
shares
|
$5.73 Million
1.5% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
58,325
shares
|
$5.71 Million
0.28% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
58,192
shares
|
$5.7 Million
0.34% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
58,096
shares
|
$5.69 Million
0.59% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
57,962
shares
|
$5.67 Million
0.2% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
57,720
shares
|
$5.65 Million
0.43% of portfolio
|
Q4 2024
Added 74.77%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
57,710
shares
|
$5.65 Million
5.9% of portfolio
|
Q4 2024
New holding
|