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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,633
shares
|
$385,606
0.06% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
3,626
shares
|
$384,863
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
3,623
shares
|
$384,545
0.15% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
3,612
shares
|
$383,377
0.09% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
3,612
shares
|
$383,377
0.24% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,607
shares
|
$382,846
0.04% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,606
shares
|
$382,740
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,604
shares
|
$382,528
0.07% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$381,573
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
3,595
shares
|
$381,573
0.09% of portfolio
|
Q1 2025
Added 171.53%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
3,594
shares
|
$381,467
0.36% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
3,586
shares
|
$380,618
0.3% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
3,584
shares
|
$380,405
0.05% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,583
shares
|
$380,299
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
3,572
shares
|
$379,132
0.06% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
3,565
shares
|
$378,389
0.17% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,564
shares
|
$378,282
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,560
shares
|
$377,858
0.15% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
3,553
shares
|
$377,115
0.13% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,537
shares
|
$375,417
0.5% of portfolio
|
Q3 2022
Reduced 10.79%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,533
shares
|
$374,992
0.03% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
3,522
shares
|
$373,825
0.54% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
3,516
shares
|
$373,188
0.01% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,504
shares
|
$371,914
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
3,484
shares
|
$369,791
0.26% of portfolio
|
Q1 2024
Reduced 2.11%
|