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 |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
19,299
shares
|
$2.05 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
19,249
shares
|
$2.04 Million
1.21% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
19,243
shares
|
$2.04 Million
0.22% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
19,173
shares
|
$2.04 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
19,113
shares
|
$2.03 Million
1.44% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$2.02 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$2.01 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
18,899
shares
|
$2.01 Million
1.99% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
18,896
shares
|
$2.01 Million
0.37% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$2 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
18,888
shares
|
$2 Million
0.09% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
18,862
shares
|
$2 Million
0.57% of portfolio
|
Q1 2025
Reduced 50.61%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
18,815
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
18,794
shares
|
$1.99 Million
0.66% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$1.99 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
18,690
shares
|
$1.98 Million
0.8% of portfolio
|
Q1 2025
Added 91.79%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
18,650
shares
|
$1.98 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
18,626
shares
|
$1.98 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
18,597
shares
|
$1.97 Million
0.56% of portfolio
|
Q1 2025
Reduced 89.92%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$1.97 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
18,566
shares
|
$1.97 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
18,510
shares
|
$1.96 Million
0.11% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
18,508
shares
|
$1.96 Million
0.29% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
18,443
shares
|
$1.96 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
18,418
shares
|
$1.95 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.91%
|