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 |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,478
shares
|
$347,243
0.08% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,477
shares
|
$347,143
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,471
shares
|
$346,544
0.1% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
3,470
shares
|
$346,444
0.02% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
3,466
shares
|
$346,045
0.06% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,462
shares
|
$345,646
0.36% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
3,462
shares
|
$345,646
0.04% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
3,457
shares
|
$345,146
0.01% of portfolio
|
Q4 2024
Reduced 63.84%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,440
shares
|
$343,449
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
3,436
shares
|
$343,050
0.17% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,434
shares
|
$342,850
0.08% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3,430
shares
|
$342,451
0.07% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,426
shares
|
$342,051
0.29% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,420
shares
|
$341,452
0.07% of portfolio
|
Q1 2025
Reduced 46.2%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
3,419
shares
|
$341,352
0.04% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
3,419
shares
|
$341,352
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
3,417
shares
|
$341,153
0.05% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,406
shares
|
$340,055
0.04% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
3,404
shares
|
$339,855
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,402
shares
|
$339,655
0.01% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
3,402
shares
|
$339,655
0.09% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
3,402
shares
|
$339,655
0.1% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
3,401
shares
|
$339,555
0.08% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,400
shares
|
$339,456
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$339,056
0.13% of portfolio
|
Q4 2024
Reduced 4.53%
|