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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,344
shares
|
$2.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
24,240
shares
|
$2.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
24,221
shares
|
$2.57 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
24,174
shares
|
$2.57 Million
1.56% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
24,060
shares
|
$2.55 Million
0.95% of portfolio
|
Q1 2023
Added 1.74%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
23,898
shares
|
$2.54 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
23,850
shares
|
$2.53 Million
0.82% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
23,842
shares
|
$2.53 Million
0.46% of portfolio
|
Q4 2022
Reduced 0.21%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
23,829
shares
|
$2.53 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
23,817
shares
|
$2.53 Million
0.33% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23,801
shares
|
$2.53 Million
0.51% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
23,728
shares
|
$2.52 Million
1.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
23,686
shares
|
$2.51 Million
0.37% of portfolio
|
Q1 2025
Reduced 57.95%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
23,678
shares
|
$2.51 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
23,635
shares
|
$2.51 Million
0.23% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
23,582
shares
|
$2.5 Million
0.04% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
23,562
shares
|
$2.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
23,510
shares
|
$2.5 Million
0.84% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
23,431
shares
|
$2.49 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
23,408
shares
|
$2.48 Million
0.91% of portfolio
|
Q1 2025
Added 23.61%
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
23,346
shares
|
$2.48 Million
0.1% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
23,332
shares
|
$2.48 Million
2.15% of portfolio
|
Q4 2022
Reduced 14.56%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,312
shares
|
$2.47 Million
0.52% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
23,234
shares
|
$2.47 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
23,228
shares
|
$2.47 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.85%
|