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 |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,756
shares
|
$393,027
0.19% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,754
shares
|
$392,818
0.36% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
3,727
shares
|
$389,993
0.1% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,727
shares
|
$389,993
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,724
shares
|
$389,679
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,720
shares
|
$389,260
0.1% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,717
shares
|
$388,946
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
3,712
shares
|
$388,423
0.17% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
3,701
shares
|
$387,272
0.07% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,685
shares
|
$385,598
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
3,685
shares
|
$385,598
0.2% of portfolio
|
Q1 2025
Added 48.29%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
3,672
shares
|
$384,238
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
3,667
shares
|
$383,714
0.03% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
3,661
shares
|
$383,087
0.2% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,656
shares
|
$382,563
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,649
shares
|
$381,831
0.03% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,640
shares
|
$380,889
0.05% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,639
shares
|
$380,784
0.05% of portfolio
|
Q1 2025
Added 99.84%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,637
shares
|
$380,575
0.18% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,633
shares
|
$380,157
0.06% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
3,626
shares
|
$379,424
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
3,623
shares
|
$379,110
0.15% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
3,612
shares
|
$377,959
0.09% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
3,612
shares
|
$377,959
0.24% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,607
shares
|
$377,436
0.04% of portfolio
|
Q1 2025
Reduced 43.7%
|