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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,189
shares
|
$2.46 Million
0.02% of portfolio
|
Q1 2025
Added 59.66%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
23,188
shares
|
$2.46 Million
2.25% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
23,172
shares
|
$2.46 Million
0.4% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
23,100
shares
|
$2.45 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
23,089
shares
|
$2.45 Million
0.52% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
23,058
shares
|
$2.45 Million
0.31% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
23,034
shares
|
$2.44 Million
0.86% of portfolio
|
Q1 2025
Added 460580.0%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.44 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,031
shares
|
$2.44 Million
0.18% of portfolio
|
Q1 2025
Reduced 63.52%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
23,000
shares
|
$2.44 Million
0.95% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
22,965
shares
|
$2.44 Million
0.89% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
22,955
shares
|
$2.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
22,929
shares
|
$2.43 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.43 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
22,807
shares
|
$2.42 Million
0.24% of portfolio
|
Q1 2025
Reduced 23.37%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
22,797
shares
|
$2.42 Million
0.77% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
22,779
shares
|
$2.42 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
22,686
shares
|
$2.41 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
22,560
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
22,530
shares
|
$2.39 Million
0.05% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
22,431
shares
|
$2.38 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
22,407
shares
|
$2.38 Million
0.31% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
22,252
shares
|
$2.36 Million
0.3% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
22,250
shares
|
$2.36 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,226
shares
|
$2.36 Million
0.51% of portfolio
|
Q1 2025
Added 13.59%
|