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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,274
shares
|
$1.62 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
16,186
shares
|
$1.62 Million
0.85% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$1.62 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
16,157
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
16,139
shares
|
$1.61 Million
0.47% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,074
shares
|
$1.6 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
|
$1.6 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
16,021
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
15,947
shares
|
$1.59 Million
0.47% of portfolio
|
Q4 2024
Added 10057.32%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
15,931
shares
|
$1.59 Million
0.38% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
15,916
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Added 50.52%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
15,885
shares
|
$1.59 Million
1.68% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
15,863
shares
|
$1.58 Million
0.56% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
15,824
shares
|
$1.58 Million
0.64% of portfolio
|
Q4 2024
Added 247.55%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
15,804
shares
|
$1.58 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
15,742
shares
|
$1.57 Million
0.39% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
15,740
shares
|
$1.57 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,720
shares
|
$1.57 Million
0.5% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
15,686
shares
|
$1.57 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
15,651
shares
|
$1.56 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
15,581
shares
|
$1.56 Million
0.41% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,497
shares
|
$1.55 Million
1.14% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
15,425
shares
|
$1.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
15,405
shares
|
$1.54 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
15,387
shares
|
$1.54 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.77%
|