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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
47,115
shares
|
$5 Million
1.1% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
47,107
shares
|
$5 Million
3.87% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
47,060
shares
|
$4.99 Million
0.95% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
46,855
shares
|
$4.97 Million
5.26% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
46,803
shares
|
$4.97 Million
1.81% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
46,444
shares
|
$4.93 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
46,253
shares
|
$4.91 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,165
shares
|
$4.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
45,981
shares
|
$4.88 Million
2.16% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$4.87 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
45,845
shares
|
$4.87 Million
2.74% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
45,833
shares
|
$4.86 Million
2.5% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
45,511
shares
|
$4.83 Million
0.48% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
45,472
shares
|
$4.83 Million
1.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
45,417
shares
|
$4.82 Million
4.39% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
45,332
shares
|
$4.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
45,255
shares
|
$4.8 Million
0.24% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
45,242
shares
|
$4.8 Million
4.07% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
45,230
shares
|
$4.8 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
45,130
shares
|
$4.79 Million
5.61% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
45,071
shares
|
$4.78 Million
0.73% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
44,961
shares
|
$4.77 Million
1.02% of portfolio
|
Q1 2025
Added 49.14%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
44,910
shares
|
$4.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 60.67%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
44,739
shares
|
$4.75 Million
2.67% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
44,633
shares
|
$4.74 Million
2.43% of portfolio
|
Q1 2025
Added 5.5%
|