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 2,822 institutions that hold shares in the stock, with a total of 567 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
5,394
shares
|
$598,518
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
5,393
shares
|
$598,407
0.23% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
5,392
shares
|
$598,296
0.12% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$598,074
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
5,384
shares
|
$597,408
0.11% of portfolio
|
Q1 2025
Reduced 97.78%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
5,383
shares
|
$597,297
0.22% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
5,350
shares
|
$593,636
0.04% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
5,336
shares
|
$592,082
0.29% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
5,329
shares
|
$591,305
0.23% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
5,300
shares
|
$588,088
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$585,868
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
5,279
shares
|
$585,757
0.18% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
5,271
shares
|
$584,870
0.05% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
5,271
shares
|
$584,870
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$584,315
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
5,265
shares
|
$584,204
0.39% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,263
shares
|
$583,982
0.01% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
5,249
shares
|
$582,429
0.4% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,245
shares
|
$581,985
0.13% of portfolio
|
Q1 2025
Added 118.63%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
5,241
shares
|
$581,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
5,241
shares
|
$581,541
0.14% of portfolio
|
Q1 2025
Reduced 93.67%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
5,220
shares
|
$579,211
0.38% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
5,210
shares
|
$578,101
0.17% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
5,204
shares
|
$577,435
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
5,179
shares
|
$574,661
0.16% of portfolio
|
Q1 2025
Added 17.33%
|