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 |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,207
shares
|
$340,390
0.26% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
3,193
shares
|
$338,905
0.03% of portfolio
|
Q1 2025
Added 73.06%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,184
shares
|
$337,949
0.03% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
3,177
shares
|
$337,206
0.34% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
3,172
shares
|
$336,676
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,168
shares
|
$336,251
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$336,251
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$336,145
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
3,164
shares
|
$335,826
0.3% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,162
shares
|
$335,614
0.02% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,158
shares
|
$335,190
0.05% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,157
shares
|
$335,083
0.19% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
3,151
shares
|
$334,447
0.08% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,149
shares
|
$334,234
0.09% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
3,144
shares
|
$333,704
0.09% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,144
shares
|
$333,704
0.0% of portfolio
|
Q1 2025
Reduced 67.61%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
3,117
shares
|
$330,838
0.04% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
3,116
shares
|
$330,732
0.09% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,112
shares
|
$330,307
0.27% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,112
shares
|
$330,307
0.08% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3,107
shares
|
$329,776
0.06% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
3,103
shares
|
$329,352
0.09% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
3,100
shares
|
$329,034
0.13% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,098
shares
|
$328,821
0.02% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
3,093
shares
|
$328,291
0.16% of portfolio
|
Q4 2024
Reduced 25.63%
|