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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,756
shares
|
$416,765
0.19% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,754
shares
|
$416,543
0.36% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,727
shares
|
$413,547
0.0% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,724
shares
|
$413,215
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,720
shares
|
$412,771
0.1% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
3,717
shares
|
$412,438
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
3,712
shares
|
$411,883
0.17% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,710
shares
|
$411,661
0.05% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
3,701
shares
|
$410,662
0.07% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,685
shares
|
$408,887
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
3,685
shares
|
$408,887
0.2% of portfolio
|
Q1 2025
Added 48.29%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
3,672
shares
|
$407,445
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
3,667
shares
|
$406,890
0.03% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
3,661
shares
|
$406,224
0.2% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,656
shares
|
$405,669
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,649
shares
|
$404,893
0.03% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
3,640
shares
|
$403,894
0.05% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,639
shares
|
$403,783
0.05% of portfolio
|
Q1 2025
Added 99.84%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,637
shares
|
$403,561
0.18% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,633
shares
|
$403,117
0.06% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,626
shares
|
$402,340
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
3,612
shares
|
$400,787
0.09% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
3,612
shares
|
$400,787
0.24% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,607
shares
|
$400,232
0.04% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,606
shares
|
$400,121
0.05% of portfolio
|
Q1 2025
Added 0.28%
|