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 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,914
shares
|
$200,280
0.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,907
shares
|
$199,548
0.12% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$196,304
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,871
shares
|
$195,781
0.12% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,835
shares
|
$192,014
0.29% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,830
shares
|
$191,491
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,818
shares
|
$190,235
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
1,800
shares
|
$188,352
0.0% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,800
shares
|
$188,352
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
1,776
shares
|
$185,840
0.08% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,738
shares
|
$181,864
0.06% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,736
shares
|
$181,655
0.15% of portfolio
|
Q1 2025
Added 2125.64%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$181,027
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,703
shares
|
$178,201
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,703
shares
|
$178,201
0.18% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,700
shares
|
$177,888
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,695
shares
|
$177,364
0.02% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,675
shares
|
$175,272
0.08% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,671
shares
|
$174,853
0.04% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,666
shares
|
$174,330
0.05% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,633
shares
|
$170,877
0.03% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,618
shares
|
$169,307
0.12% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,553
shares
|
$162,505
0.04% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,545
shares
|
$161,668
0.08% of portfolio
|
Q1 2024
Added 18.39%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,541
shares
|
$161,250
0.06% of portfolio
|
Q1 2025
Reduced 5.34%
|