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 |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
56,626
shares
|
$6.01 Million
1.81% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
56,465
shares
|
$5.99 Million
2.47% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
56,102
shares
|
$5.95 Million
2.79% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
56,010
shares
|
$5.94 Million
0.43% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
55,997
shares
|
$5.94 Million
2.53% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
55,872
shares
|
$5.93 Million
1.69% of portfolio
|
Q1 2025
Reduced 13.56%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
55,615
shares
|
$5.9 Million
5.48% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
55,489
shares
|
$5.89 Million
2.57% of portfolio
|
Q3 2023
Added 9.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
55,453
shares
|
$5.89 Million
0.22% of portfolio
|
Q1 2025
Added 108.64%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
55,410
shares
|
$5.88 Million
0.22% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
55,147
shares
|
$5.85 Million
1.27% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
54,723
shares
|
$5.81 Million
0.04% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
54,409
shares
|
$5.77 Million
0.09% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
54,294
shares
|
$5.76 Million
0.05% of portfolio
|
Q1 2025
Added 14.24%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
54,275
shares
|
$5.76 Million
2.08% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
54,147
shares
|
$5.75 Million
1.67% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
54,118
shares
|
$5.74 Million
2.7% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
53,935
shares
|
$5.72 Million
4.36% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
53,823
shares
|
$5.71 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
53,678
shares
|
$5.7 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
53,627
shares
|
$5.69 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.12%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
53,565
shares
|
$5.69 Million
3.71% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
53,545
shares
|
$5.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 56.74%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
53,506
shares
|
$5.68 Million
1.82% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
53,109
shares
|
$5.64 Million
0.73% of portfolio
|
Q1 2025
Added 8.11%
|