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 |
|---|---|---|---|---|---|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
15,916
shares
|
$1.69 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
|
$1.69 Million
1.68% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
15,800
shares
|
$1.68 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
15,792
shares
|
$1.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
15,791
shares
|
$1.68 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
15,740
shares
|
$1.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
15,737
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
15,686
shares
|
$1.66 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
|
$1.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
15,637
shares
|
$1.66 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
15,635
shares
|
$1.66 Million
1.1% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
15,581
shares
|
$1.65 Million
0.41% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
15,579
shares
|
$1.65 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
15,577
shares
|
$1.65 Million
0.44% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,497
shares
|
$1.64 Million
1.14% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
15,488
shares
|
$1.64 Million
0.46% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
15,452
shares
|
$1.64 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
15,425
shares
|
$1.64 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
15,387
shares
|
$1.63 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
15,362
shares
|
$1.63 Million
0.87% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
15,352
shares
|
$1.63 Million
0.25% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,281
shares
|
$1.62 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
15,250
shares
|
$1.62 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,224
shares
|
$1.62 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
15,155
shares
|
$1.61 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.19%
|