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 |
|---|---|---|---|---|---|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
39,231
shares
|
$4.16 Million
1.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
39,160
shares
|
$4.16 Million
0.36% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
38,455
shares
|
$4.08 Million
0.15% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
38,348
shares
|
$4.07 Million
1.97% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
38,327
shares
|
$4.07 Million
2.56% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
38,215
shares
|
$4.06 Million
0.94% of portfolio
|
Q1 2025
Added 84.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
38,172
shares
|
$4.05 Million
0.03% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
38,141
shares
|
$4.05 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
37,922
shares
|
$4.03 Million
0.14% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
37,912
shares
|
$4.02 Million
0.89% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
37,651
shares
|
$4 Million
0.5% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
37,620
shares
|
$3.99 Million
0.57% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
37,430
shares
|
$3.97 Million
0.16% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
37,266
shares
|
$3.96 Million
3.03% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
37,150
shares
|
$3.94 Million
0.26% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
37,043
shares
|
$3.93 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,985
shares
|
$3.93 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
36,963
shares
|
$3.92 Million
1.44% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
36,955
shares
|
$3.92 Million
3.61% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 23, 2025 Q1 2025 |
36,849
shares
|
$3.91 Million
1.8% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
36,836
shares
|
$3.91 Million
2.24% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
36,781
shares
|
$3.9 Million
0.45% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
36,761
shares
|
$3.9 Million
3.3% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
36,756
shares
|
$3.9 Million
2.05% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,625
shares
|
$3.89 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.23%
|