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 |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
7,635
shares
|
$810,378
0.84% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$808,786
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
7,614
shares
|
$808,149
0.52% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
7,608
shares
|
$807,513
0.16% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
7,606
shares
|
$807,300
0.45% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,591
shares
|
$805,708
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
7,585
shares
|
$805,071
0.16% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
7,583
shares
|
$804,859
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,564
shares
|
$802,842
0.32% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
7,560
shares
|
$802,418
1.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,552
shares
|
$801,569
0.26% of portfolio
|
Q1 2025
Added 33.4%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
7,547
shares
|
$801,038
0.21% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
7,547
shares
|
$801,038
0.59% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
7,518
shares
|
$797,960
0.38% of portfolio
|
Q1 2025
Reduced 67.06%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
7,507
shares
|
$796,792
0.59% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
7,500
shares
|
$796,050
0.32% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
7,499
shares
|
$795,943
0.07% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
7,490
shares
|
$794,988
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
7,477
shares
|
$793,608
0.59% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
7,473
shares
|
$793,184
0.74% of portfolio
|
Q1 2025
Added 115.86%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
7,448
shares
|
$790,530
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
7,433
shares
|
$788,938
0.71% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
7,420
shares
|
$787,558
0.34% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
7,410
shares
|
$786,497
0.34% of portfolio
|
Q1 2025
Reduced 33.74%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,364
shares
|
$781,614
0.12% of portfolio
|
Q1 2025
Added 13.59%
|