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 |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
3,091
shares
|
$328,078
0.19% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,089
shares
|
$327,866
0.24% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,081
shares
|
$327,017
0.02% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
3,079
shares
|
$326,805
0.15% of portfolio
|
Q1 2025
Reduced 87.33%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
3,065
shares
|
$325,319
0.03% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
3,061
shares
|
$324,894
0.2% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,060
shares
|
$324,788
0.09% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
3,060
shares
|
$324,788
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
3,057
shares
|
$324,469
0.28% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,055
shares
|
$324,257
0.02% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
3,054
shares
|
$324,151
0.09% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,034
shares
|
$322,028
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,019
shares
|
$320,436
0.04% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,016
shares
|
$320,118
0.0% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
3,014
shares
|
$319,905
0.19% of portfolio
|
Q1 2025
Reduced 29.46%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,007
shares
|
$319,162
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
3,005
shares
|
$318,950
0.07% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$318,420
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
2,998
shares
|
$318,207
0.03% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,996
shares
|
$317,995
0.13% of portfolio
|
Q1 2025
Reduced 96.64%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
2,995
shares
|
$317,889
0.01% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
2,992
shares
|
$317,570
0.28% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
2,991
shares
|
$317,464
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
2,988
shares
|
$317,146
0.05% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
2,983
shares
|
$316,615
0.02% of portfolio
|
Q1 2025
Added 28.58%
|