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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5,429
shares
|
$576,234
0.14% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,416
shares
|
$574,854
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,412
shares
|
$574,429
0.23% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
5,411
shares
|
$574,323
0.56% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
5,397
shares
|
$572,837
0.02% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
5,394
shares
|
$572,519
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
5,392
shares
|
$572,306
0.12% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$572,094
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
5,384
shares
|
$571,457
0.11% of portfolio
|
Q1 2025
Reduced 97.78%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
5,383
shares
|
$571,351
0.22% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
5,381
shares
|
$571,139
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
5,375
shares
|
$570,502
0.37% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
5,351
shares
|
$567,955
0.29% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,350
shares
|
$567,849
0.04% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
5,329
shares
|
$565,620
0.23% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
5,308
shares
|
$563,391
0.19% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
5,300
shares
|
$562,542
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$560,419
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,279
shares
|
$560,313
0.18% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
5,271
shares
|
$559,463
0.05% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$558,933
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
5,265
shares
|
$558,827
0.39% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,263
shares
|
$558,614
0.01% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
5,249
shares
|
$557,128
0.4% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,245
shares
|
$556,704
0.13% of portfolio
|
Q1 2025
Added 118.63%
|