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 |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
3,809
shares
|
$404,287
0.06% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,797
shares
|
$403,013
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
3,779
shares
|
$401,103
0.16% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
3,769
shares
|
$400,041
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,767
shares
|
$399,829
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
3,761
shares
|
$399,192
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,756
shares
|
$398,661
0.19% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,754
shares
|
$398,449
0.36% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
3,727
shares
|
$395,583
0.1% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,727
shares
|
$395,583
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,724
shares
|
$395,265
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,720
shares
|
$394,840
0.1% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,717
shares
|
$394,522
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
3,712
shares
|
$393,991
0.17% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
3,701
shares
|
$392,824
0.07% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,685
shares
|
$391,125
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
3,685
shares
|
$391,125
0.2% of portfolio
|
Q1 2025
Added 48.29%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
3,672
shares
|
$389,746
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
3,667
shares
|
$389,215
0.03% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
3,661
shares
|
$388,578
0.2% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,656
shares
|
$388,047
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,649
shares
|
$387,304
0.03% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,640
shares
|
$386,349
0.05% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,639
shares
|
$386,243
0.05% of portfolio
|
Q1 2025
Added 99.84%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,637
shares
|
$386,031
0.18% of portfolio
|
Q4 2024
Reduced 1.36%
|