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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
373,166
shares
|
$39 Million
2.29% of portfolio
|
Q3 2022
Added 13.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
373,066
shares
|
$39 Million
0.16% of portfolio
|
Q1 2025
Reduced 33.27%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
371,464
shares
|
$38.9 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
369,132
shares
|
$38.6 Million
8.35% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
364,596
shares
|
$38.2 Million
4.91% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
358,399
shares
|
$37.5 Million
2.4% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
354,474
shares
|
$37.1 Million
0.4% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
354,013
shares
|
$37 Million
1.92% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
352,692
shares
|
$36.9 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
350,496
shares
|
$36.7 Million
3.14% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
350,447
shares
|
$36.7 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
348,851
shares
|
$36.5 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
347,704
shares
|
$36.4 Million
13.74% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
345,171
shares
|
$36.1 Million
3.71% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
343,425
shares
|
$35.9 Million
2.64% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
342,669
shares
|
$35.9 Million
0.35% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
342,339
shares
|
$35.8 Million
5.48% of portfolio
|
Q1 2025
Reduced 25.02%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
342,089
shares
|
$35.8 Million
0.86% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
340,953
shares
|
$35.7 Million
3.11% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
338,486
shares
|
$35.4 Million
1.81% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
335,460
shares
|
$35.1 Million
3.89% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
334,817
shares
|
$35 Million
2.23% of portfolio
|
Q2 2022
Reduced 2.86%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
333,141
shares
|
$34.9 Million
5.38% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331,255
shares
|
$34.7 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
330,512
shares
|
$34.6 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.58%
|