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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
2,211
shares
|
$235,913
0.15% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
2,205
shares
|
$235,273
0.31% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,202
shares
|
$234,953
0.06% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,194
shares
|
$234,099
0.05% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
2,193
shares
|
$233,993
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,189
shares
|
$233,566
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,179
shares
|
$232,499
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
2,176
shares
|
$232,179
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
2,173
shares
|
$231,859
0.16% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
2,172
shares
|
$231,752
0.15% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
2,171
shares
|
$231,645
0.05% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
2,167
shares
|
$231,218
0.06% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
2,167
shares
|
$231,218
0.13% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,163
shares
|
$230,792
0.12% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
2,162
shares
|
$230,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
2,153
shares
|
$229,725
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,153
shares
|
$229,725
0.23% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
2,146
shares
|
$228,978
0.0% of portfolio
|
Q1 2025
Reduced 28.37%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,145
shares
|
$228,871
0.1% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
2,143
shares
|
$228,658
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
2,129
shares
|
$227,164
0.18% of portfolio
|
Q4 2023
Reduced 6.05%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,122
shares
|
$226,417
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
2,121
shares
|
$226,310
0.04% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
2,120
shares
|
$226,204
0.01% of portfolio
|
Q1 2025
Reduced 52.22%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,119
shares
|
$226,097
0.31% of portfolio
|
Q4 2022
Reduced 31.6%
|