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 |
|---|---|---|---|---|---|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
27,029
shares
|
$2.87 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
26,937
shares
|
$2.86 Million
0.5% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
26,894
shares
|
$2.85 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
26,851
shares
|
$2.85 Million
2.59% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
26,806
shares
|
$2.85 Million
3.72% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
26,775
shares
|
$2.84 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
26,754
shares
|
$2.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,691
shares
|
$2.83 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
26,642
shares
|
$2.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
26,635
shares
|
$2.83 Million
0.23% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
26,543
shares
|
$2.82 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
26,515
shares
|
$2.81 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
26,510
shares
|
$2.81 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
26,456
shares
|
$2.81 Million
1.76% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
26,245
shares
|
$2.79 Million
1.05% of portfolio
|
Q1 2025
Added 47.52%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
26,245
shares
|
$2.79 Million
1.02% of portfolio
|
Q1 2025
Added 65.86%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
26,203
shares
|
$2.78 Million
1.34% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
26,147
shares
|
$2.78 Million
0.3% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
26,102
shares
|
$2.77 Million
2.15% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$2.77 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$2.76 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$2.75 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
25,949
shares
|
$2.75 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
25,904
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
25,818
shares
|
$2.74 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.02%
|