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 |
|---|---|---|---|---|---|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
36,410
shares
|
$3.86 Million
2.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
36,324
shares
|
$3.86 Million
2.09% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
36,285
shares
|
$3.85 Million
0.47% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
36,165
shares
|
$3.84 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
36,060
shares
|
$3.83 Million
0.83% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
35,896
shares
|
$3.81 Million
1.56% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
35,875
shares
|
$3.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
35,794
shares
|
$3.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
35,743
shares
|
$3.79 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
35,639
shares
|
$3.78 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
35,591
shares
|
$3.78 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
35,571
shares
|
$3.78 Million
0.0% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
35,568
shares
|
$3.78 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
35,504
shares
|
$3.77 Million
0.24% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
35,491
shares
|
$3.77 Million
1.66% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
35,389
shares
|
$3.76 Million
3.84% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
35,308
shares
|
$3.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
35,256
shares
|
$3.74 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
35,212
shares
|
$3.74 Million
0.21% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
35,183
shares
|
$3.73 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
35,049
shares
|
$3.72 Million
2.58% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,922
shares
|
$3.71 Million
0.38% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
34,873
shares
|
$3.7 Million
1.76% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
34,806
shares
|
$3.69 Million
0.12% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
34,794
shares
|
$3.69 Million
2.05% of portfolio
|
Q1 2025
Added 3.29%
|