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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,976
shares
|
$846,572
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
7,963
shares
|
$845,192
0.62% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$838,399
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
7,896
shares
|
$838,081
0.01% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
7,889
shares
|
$837,338
0.33% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
7,888
shares
|
$837,232
0.28% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
7,886
shares
|
$837,020
0.17% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
7,885
shares
|
$836,913
0.1% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
7,866
shares
|
$834,897
0.71% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$830,970
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
7,827
shares
|
$830,757
0.5% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
7,808
shares
|
$828,741
0.71% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
7,804
shares
|
$828,316
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
7,803
shares
|
$828,210
0.64% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
7,798
shares
|
$827,679
0.16% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
7,793
shares
|
$827,149
0.54% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
7,773
shares
|
$825,026
0.01% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
7,773
shares
|
$825,026
0.31% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
7,768
shares
|
$824,495
0.6% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
7,718
shares
|
$819,188
0.16% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
7,683
shares
|
$815,473
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,673
shares
|
$814,412
0.05% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
7,665
shares
|
$813,563
0.17% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,657
shares
|
$812,713
0.09% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
7,638
shares
|
$810,697
0.27% of portfolio
|
Q1 2025
Reduced 2.6%
|