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 |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
18,815
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
18,794
shares
|
$1.88 Million
0.66% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
18,793
shares
|
$1.88 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
18,788
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
18,730
shares
|
$1.87 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$1.87 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
18,690
shares
|
$1.87 Million
0.8% of portfolio
|
Q1 2025
Added 91.79%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,600
shares
|
$1.86 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
18,597
shares
|
$1.86 Million
0.56% of portfolio
|
Q1 2025
Reduced 89.92%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$1.86 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
18,567
shares
|
$1.85 Million
0.42% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
18,566
shares
|
$1.85 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
18,507
shares
|
$1.85 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
18,443
shares
|
$1.84 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
18,418
shares
|
$1.84 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$1.84 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
18,389
shares
|
$1.84 Million
0.8% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
18,288
shares
|
$1.83 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
18,251
shares
|
$1.82 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
18,243
shares
|
$1.82 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
18,212
shares
|
$1.82 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
18,198
shares
|
$1.82 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
18,164
shares
|
$1.81 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
18,152
shares
|
$1.81 Million
1.26% of portfolio
|
Q4 2024
Reduced 68.03%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
18,087
shares
|
$1.81 Million
1.05% of portfolio
|
Q4 2024
Added 5.45%
|