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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
3,386
shares
|
$359,390
0.24% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
3,383
shares
|
$359,071
0.28% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$358,116
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3,363
shares
|
$356,948
0.13% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$356,524
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
3,358
shares
|
$356,418
0.08% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,357
shares
|
$356,311
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
3,350
shares
|
$355,569
0.02% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,321
shares
|
$352,490
0.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
3,316
shares
|
$351,960
0.32% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,311
shares
|
$351,429
0.19% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3,308
shares
|
$351,111
0.16% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
3,299
shares
|
$350,155
0.15% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,298
shares
|
$350,049
0.88% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,295
shares
|
$349,731
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,294
shares
|
$349,625
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
3,275
shares
|
$347,608
0.25% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,273
shares
|
$347,396
0.24% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
3,271
shares
|
$347,183
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,263
shares
|
$346,334
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,261
shares
|
$346,122
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,254
shares
|
$345,379
0.02% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
3,254
shares
|
$345,379
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,237
shares
|
$343,575
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,224
shares
|
$342,195
0.27% of portfolio
|
Q1 2025
New holding
|