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 2,812 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 |
|---|---|---|---|---|---|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
11,553
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2020
Added 92.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$1.2 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
11,506
shares
|
$1.2 Million
0.29% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
11,480
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
11,467
shares
|
$1.19 Million
0.49% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
11,457
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
11,456
shares
|
$1.19 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
11,407
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
11,380
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
11,366
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,336
shares
|
$1.18 Million
0.3% of portfolio
|
Q2 2022
Added 0.25%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,308
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
11,305
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2025
Added 35.54%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
11,229
shares
|
$1.17 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
11,215
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
11,211
shares
|
$1.17 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
11,188
shares
|
$1.16 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
11,186
shares
|
$1.16 Million
0.18% of portfolio
|
Q1 2025
Added 522.14%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
11,163
shares
|
$1.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
11,149
shares
|
$1.16 Million
0.81% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
11,149
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
11,124
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
11,115
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
11,080
shares
|
$1.15 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.11%
|