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 |
|---|---|---|---|---|---|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
22,797
shares
|
$2.28 Million
0.77% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
22,779
shares
|
$2.27 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
22,746
shares
|
$2.27 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
22,686
shares
|
$2.26 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
22,672
shares
|
$2.26 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,667
shares
|
$2.26 Million
0.54% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
22,630
shares
|
$2.26 Million
0.44% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
22,407
shares
|
$2.24 Million
0.31% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
22,270
shares
|
$2.22 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,226
shares
|
$2.22 Million
0.51% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
22,102
shares
|
$2.21 Million
2.13% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
22,059
shares
|
$2.2 Million
0.09% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
22,059
shares
|
$2.2 Million
0.64% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
21,964
shares
|
$2.19 Million
0.8% of portfolio
|
Q4 2024
Reduced 58.18%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
21,872
shares
|
$2.18 Million
0.78% of portfolio
|
Q4 2024
Added 51.04%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
21,857
shares
|
$2.18 Million
1.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
21,855
shares
|
$2.18 Million
1.74% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
21,832
shares
|
$2.18 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
21,817
shares
|
$2.18 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,771
shares
|
$2.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
21,744
shares
|
$2.17 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
21,669
shares
|
$2.16 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
21,591
shares
|
$2.16 Million
0.05% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
21,576
shares
|
$2.15 Million
1.73% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
21,540
shares
|
$2.15 Million
0.27% of portfolio
|
Q1 2025
Added 328.83%
|