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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
5,416
shares
|
$540,733
0.01% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,412
shares
|
$540,334
0.23% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
5,397
shares
|
$538,836
0.02% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
5,394
shares
|
$538,536
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$538,137
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,386
shares
|
$537,738
0.14% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
5,382
shares
|
$537,338
0.34% of portfolio
|
Q4 2024
Reduced 56.54%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
5,381
shares
|
$537,239
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
5,376
shares
|
$536,739
0.12% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
5,375
shares
|
$536,640
0.37% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,364
shares
|
$535,541
0.18% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
5,351
shares
|
$534,243
0.29% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
5,334
shares
|
$532,546
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
5,308
shares
|
$529,950
0.19% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
5,305
shares
|
$529,651
0.31% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
5,300
shares
|
$529,152
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,289
shares
|
$528,053
0.24% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$527,155
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
5,279
shares
|
$527,055
0.25% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,279
shares
|
$527,055
0.18% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$525,757
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
5,249
shares
|
$524,060
0.4% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
5,230
shares
|
$522,163
0.76% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
5,226
shares
|
$521,763
0.2% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
5,220
shares
|
$521,164
0.41% of portfolio
|
Q4 2024
Reduced 1.49%
|