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 |
|---|---|---|---|---|---|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,402
shares
|
$467,228
0.14% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
4,394
shares
|
$466,379
0.03% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,380
shares
|
$464,893
0.36% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
4,379
shares
|
$464,787
0.05% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,326
shares
|
$459,161
0.15% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
4,320
shares
|
$458,524
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,308
shares
|
$457,251
0.39% of portfolio
|
Q1 2023
Reduced 9.02%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,300
shares
|
$456,402
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
4,293
shares
|
$455,659
0.24% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,280
shares
|
$454,279
0.04% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,275
shares
|
$453,748
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$452,793
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
4,264
shares
|
$452,580
0.3% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
4,250
shares
|
$451,095
0.09% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,249
shares
|
$450,988
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
4,241
shares
|
$450,139
0.28% of portfolio
|
Q1 2025
Added 71.56%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
4,238
shares
|
$449,821
0.38% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
4,230
shares
|
$448,972
0.37% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$448,016
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
4,218
shares
|
$447,698
0.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$446,318
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$445,681
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
4,198
shares
|
$445,575
0.0% of portfolio
|
Q1 2025
Reduced 92.02%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
4,187
shares
|
$444,408
0.16% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
4,185
shares
|
$444,195
0.46% of portfolio
|
Q1 2025
Added 29.45%
|