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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
16,745
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
16,663
shares
|
$1.77 Million
0.19% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
16,631
shares
|
$1.77 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
16,622
shares
|
$1.76 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
16,606
shares
|
$1.76 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
16,563
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,459
shares
|
$1.75 Million
0.2% of portfolio
|
Q1 2025
Added 32.17%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
16,414
shares
|
$1.74 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
16,411
shares
|
$1.74 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
16,394
shares
|
$1.74 Million
0.59% of portfolio
|
Q1 2025
Reduced 25.36%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
16,365
shares
|
$1.74 Million
0.22% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
16,353
shares
|
$1.74 Million
0.39% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
16,345
shares
|
$1.73 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
16,338
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Added 115.74%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
16,319
shares
|
$1.73 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
16,275
shares
|
$1.73 Million
1.64% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,274
shares
|
$1.73 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
16,229
shares
|
$1.72 Million
0.44% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
16,186
shares
|
$1.72 Million
0.76% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
16,139
shares
|
$1.71 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,074
shares
|
$1.71 Million
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
16,040
shares
|
$1.7 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
15,941
shares
|
$1.69 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
15,931
shares
|
$1.69 Million
0.38% of portfolio
|
Q1 2025
Added 4.89%
|