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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,140
shares
|
$1.61 Million
0.09% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
15,114
shares
|
$1.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
15,028
shares
|
$1.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
15,027
shares
|
$1.59 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
14,993
shares
|
$1.59 Million
0.68% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
14,936
shares
|
$1.59 Million
0.56% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
14,935
shares
|
$1.59 Million
0.09% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
14,909
shares
|
$1.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$1.58 Million
0.39% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
14,779
shares
|
$1.57 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
14,772
shares
|
$1.57 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
14,750
shares
|
$1.57 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
14,731
shares
|
$1.56 Million
1.2% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
14,718
shares
|
$1.56 Million
0.1% of portfolio
|
Q1 2025
Reduced 40.1%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
14,715
shares
|
$1.56 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
14,671
shares
|
$1.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
14,631
shares
|
$1.55 Million
0.65% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
14,579
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
14,559
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 9.89%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
14,546
shares
|
$1.54 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
14,532
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Reduced 63.35%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
14,483
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 318.95%
|
|
|
Sharkey, Howes & Javer
|
Apr 30, 2025 Q1 2025 |
14,405
shares
|
$1.53 Million
0.23% of portfolio
|
Q4 2024
Added 94.98%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
14,386
shares
|
$1.53 Million
0.81% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
14,349
shares
|
$1.52 Million
0.95% of portfolio
|
Q1 2025
Added 43.71%
|