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 |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,112
shares
|
$116,359
0.01% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,102
shares
|
$115,313
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,094
shares
|
$114,476
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,088
shares
|
$113,848
0.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,087
shares
|
$113,743
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,078
shares
|
$112,801
0.01% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,078
shares
|
$112,801
0.04% of portfolio
|
Q1 2025
Added 115.6%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,059
shares
|
$110,813
0.04% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,055
shares
|
$110,395
0.03% of portfolio
|
Q4 2024
Reduced 54.58%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,053
shares
|
$110,185
0.05% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,045
shares
|
$109,348
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,036
shares
|
$108,407
0.05% of portfolio
|
Q2 2024
Added 690.84%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
1,036
shares
|
$108,407
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,027
shares
|
$107,465
0.01% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,005
shares
|
$105,163
0.04% of portfolio
|
Q1 2025
Added 374.06%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
975
shares
|
$102,024
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
975
shares
|
$102,024
0.24% of portfolio
|
Q4 2022
Reduced 45.44%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
969
shares
|
$101,396
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
965
shares
|
$100,977
0.05% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
964
shares
|
$100,872
0.04% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
956
shares
|
$100,035
0.04% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
953
shares
|
$99,721
0.04% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
930
shares
|
$97,315
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
919
shares
|
$96,164
0.01% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
912
shares
|
$95,431
0.07% of portfolio
|
Q1 2025
Reduced 17.84%
|