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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,834
shares
|
$610,469
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,834
shares
|
$610,469
0.17% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,823
shares
|
$609,318
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$608,900
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
5,808
shares
|
$607,749
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,805
shares
|
$607,435
0.14% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
5,804
shares
|
$607,330
0.39% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,804
shares
|
$607,330
0.25% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
5,787
shares
|
$605,551
0.1% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$605,447
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,784
shares
|
$605,237
0.3% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
5,781
shares
|
$604,923
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
5,779
shares
|
$604,714
0.06% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,760
shares
|
$602,726
0.08% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,744
shares
|
$601,052
0.11% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,732
shares
|
$599,796
0.04% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,731
shares
|
$599,691
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,721
shares
|
$598,645
0.31% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,702
shares
|
$596,657
0.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
5,670
shares
|
$593,308
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
5,657
shares
|
$591,948
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
5,641
shares
|
$590,274
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,634
shares
|
$589,541
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
5,596
shares
|
$585,565
0.2% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
5,592
shares
|
$585,146
0.47% of portfolio
|
Q1 2025
Added 4.0%
|