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 |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
21,009
shares
|
$2.23 Million
0.46% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
21,003
shares
|
$2.23 Million
0.52% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
20,954
shares
|
$2.22 Million
0.06% of portfolio
|
Q1 2025
Added 30.69%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
20,943
shares
|
$2.22 Million
0.3% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,936
shares
|
$2.22 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
20,861
shares
|
$2.21 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
20,854
shares
|
$2.21 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
20,844
shares
|
$2.21 Million
0.26% of portfolio
|
Q1 2025
Added 189.34%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
20,841
shares
|
$2.21 Million
3.15% of portfolio
|
Q3 2022
Added 16.6%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
20,780
shares
|
$2.21 Million
0.09% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
20,764
shares
|
$2.2 Million
1.99% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
20,752
shares
|
$2.2 Million
1.34% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
20,736
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
20,663
shares
|
$2.19 Million
0.14% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,568
shares
|
$2.18 Million
0.74% of portfolio
|
Q2 2022
Reduced 4.28%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
20,486
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
20,461
shares
|
$2.17 Million
0.19% of portfolio
|
Q1 2025
Added 63.88%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
20,426
shares
|
$2.17 Million
1.58% of portfolio
|
Q4 2024
Added 23.26%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
20,410
shares
|
$2.17 Million
1.02% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
20,344
shares
|
$2.16 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
20,328
shares
|
$2.16 Million
0.23% of portfolio
|
Q1 2025
Reduced 51.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
20,327
shares
|
$2.16 Million
0.85% of portfolio
|
Q1 2025
Added 64.22%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
20,321
shares
|
$2.16 Million
0.17% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
20,227
shares
|
$2.15 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
20,198
shares
|
$2.14 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.0%
|