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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17,631
shares
|
$1.87 Million
0.24% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
17,628
shares
|
$1.87 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$1.87 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
17,593
shares
|
$1.87 Million
1.69% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
17,584
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
17,516
shares
|
$1.86 Million
0.12% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
17,441
shares
|
$1.85 Million
0.7% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$1.85 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
17,381
shares
|
$1.84 Million
1.67% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
17,346
shares
|
$1.84 Million
1.26% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$1.84 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
17,293
shares
|
$1.84 Million
0.82% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$1.83 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
17,189
shares
|
$1.82 Million
0.59% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$1.82 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
17,143
shares
|
$1.82 Million
0.45% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
17,140
shares
|
$1.82 Million
0.08% of portfolio
|
Q1 2025
Added 32.16%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
17,094
shares
|
$1.81 Million
0.74% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,059
shares
|
$1.81 Million
1.61% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
16,892
shares
|
$1.79 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,865
shares
|
$1.79 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
16,845
shares
|
$1.79 Million
0.52% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
16,824
shares
|
$1.79 Million
0.4% of portfolio
|
Q1 2025
Added 56.88%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
16,763
shares
|
$1.78 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.65%
|