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 |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
20,172
shares
|
$2.14 Million
0.89% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
20,170
shares
|
$2.14 Million
0.33% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
20,098
shares
|
$2.13 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
20,058
shares
|
$2.13 Million
0.69% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
20,057
shares
|
$2.13 Million
0.95% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
20,009
shares
|
$2.12 Million
0.65% of portfolio
|
Q1 2025
Reduced 54.63%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
19,999
shares
|
$2.12 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,984
shares
|
$2.12 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,959
shares
|
$2.12 Million
0.43% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
19,933
shares
|
$2.12 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
19,854
shares
|
$2.11 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
19,849
shares
|
$2.11 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
19,832
shares
|
$2.1 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$2.1 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
19,805
shares
|
$2.1 Million
0.06% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
19,744
shares
|
$2.1 Million
1.4% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
19,673
shares
|
$2.09 Million
0.52% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
19,634
shares
|
$2.08 Million
1.08% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
19,522
shares
|
$2.07 Million
1.33% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
19,467
shares
|
$2.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
19,447
shares
|
$2.06 Million
0.99% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
19,433
shares
|
$2.06 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
19,418
shares
|
$2.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
19,399
shares
|
$2.06 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19,365
shares
|
$2.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.37%
|