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 2,821 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
24,959
shares
|
$2.49 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
24,876
shares
|
$2.48 Million
0.41% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
24,853
shares
|
$2.48 Million
0.29% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
24,655
shares
|
$2.46 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
24,644
shares
|
$2.46 Million
0.22% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
24,618
shares
|
$2.46 Million
2.17% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Apr 10, 2025 Q1 2025 |
24,582
shares
|
$2.45 Million
2.61% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
24,570
shares
|
$2.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
24,412
shares
|
$2.44 Million
0.72% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
24,395
shares
|
$2.44 Million
0.35% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
24,393
shares
|
$2.44 Million
1.47% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
24,391
shares
|
$2.44 Million
0.43% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
24,352
shares
|
$2.43 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
24,307
shares
|
$2.43 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
24,295
shares
|
$2.43 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
24,244
shares
|
$2.42 Million
0.24% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
24,240
shares
|
$2.42 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Apr 11, 2025 Q4 2024 |
24,222
shares
|
$2.42 Million
2.32% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
24,166
shares
|
$2.41 Million
0.02% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
24,060
shares
|
$2.4 Million
0.95% of portfolio
|
Q1 2023
Added 1.74%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
23,898
shares
|
$2.39 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
23,850
shares
|
$2.38 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
23,842
shares
|
$2.38 Million
0.46% of portfolio
|
Q4 2022
Reduced 0.21%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
23,829
shares
|
$2.38 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
23,742
shares
|
$2.37 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.72%
|