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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
29,964
shares
|
$3.18 Million
0.05% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
29,782
shares
|
$3.16 Million
2.02% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
29,747
shares
|
$3.16 Million
1.45% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
29,684
shares
|
$3.15 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
29,674
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
29,649
shares
|
$3.15 Million
1.82% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
29,597
shares
|
$3.14 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
29,299
shares
|
$3.11 Million
2.71% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
29,261
shares
|
$3.11 Million
1.75% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
29,107
shares
|
$3.09 Million
1.76% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
29,080
shares
|
$3.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
29,063
shares
|
$3.08 Million
1.22% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
29,033
shares
|
$3.08 Million
1.19% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,992
shares
|
$3.08 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
28,972
shares
|
$3.08 Million
1.08% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
28,935
shares
|
$3.07 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
28,922
shares
|
$3.07 Million
0.13% of portfolio
|
Q1 2025
Added 46.71%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
28,839
shares
|
$3.06 Million
3.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
28,780
shares
|
$3.05 Million
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
28,755
shares
|
$3.05 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
28,740
shares
|
$3.05 Million
0.89% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,740
shares
|
$3.05 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
28,710
shares
|
$3.05 Million
0.83% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
28,709
shares
|
$3.05 Million
1.64% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
28,434
shares
|
$3.02 Million
0.32% of portfolio
|
Q1 2025
New holding
|