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 |
|---|---|---|---|---|---|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
13,550
shares
|
$1.44 Million
1.28% of portfolio
|
Q3 2022
Reduced 95.52%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
13,525
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
13,496
shares
|
$1.43 Million
1.24% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,446
shares
|
$1.43 Million
0.5% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
13,410
shares
|
$1.42 Million
0.24% of portfolio
|
Q1 2025
Added 50.67%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
13,400
shares
|
$1.42 Million
0.16% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
13,398
shares
|
$1.42 Million
0.56% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
13,355
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
13,334
shares
|
$1.42 Million
0.73% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
13,322
shares
|
$1.41 Million
0.27% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
13,286
shares
|
$1.41 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
13,162
shares
|
$1.4 Million
1.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,134
shares
|
$1.39 Million
1.21% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
13,123
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 95.1%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
13,080
shares
|
$1.39 Million
2.16% of portfolio
|
Q4 2023
Reduced 9.92%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
13,074
shares
|
$1.39 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
13,060
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
13,044
shares
|
$1.38 Million
1.39% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,004
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2023
Added 101.71%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
13,000
shares
|
$1.38 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
12,992
shares
|
$1.38 Million
0.28% of portfolio
|
Q1 2025
Reduced 75.58%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
12,918
shares
|
$1.37 Million
0.24% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
12,907
shares
|
$1.37 Million
0.87% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
12,900
shares
|
$1.37 Million
0.46% of portfolio
|
Q1 2024
Added 795.83%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,896
shares
|
$1.37 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.55%
|