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 |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
8,022
shares
|
$800,916
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,018
shares
|
$800,517
0.14% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
8,018
shares
|
$800,517
0.38% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,976
shares
|
$796,323
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
7,963
shares
|
$795,025
0.62% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,951
shares
|
$793,827
0.73% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
7,919
shares
|
$790,632
0.49% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,914
shares
|
$790,133
0.2% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$788,636
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
7,888
shares
|
$787,537
0.28% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
7,885
shares
|
$787,238
0.1% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
7,842
shares
|
$782,945
0.29% of portfolio
|
Q4 2024
Reduced 58.01%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
7,831
shares
|
$781,847
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$781,647
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
7,826
shares
|
$781,347
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
7,809
shares
|
$779,650
0.02% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
7,803
shares
|
$779,051
0.64% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
7,786
shares
|
$777,354
0.09% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
7,773
shares
|
$776,056
0.01% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
7,773
shares
|
$776,056
0.31% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,759
shares
|
$774,658
0.31% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,718
shares
|
$770,565
0.18% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
7,673
shares
|
$766,072
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
7,668
shares
|
$765,573
0.59% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,657
shares
|
$764,474
0.09% of portfolio
|
Q1 2025
Reduced 7.35%
|