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 |
|---|---|---|---|---|---|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
3,350
shares
|
$350,544
0.02% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,321
shares
|
$347,509
0.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
3,316
shares
|
$346,986
0.32% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,311
shares
|
$346,463
0.19% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3,308
shares
|
$346,149
0.16% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
3,299
shares
|
$345,207
0.15% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,298
shares
|
$345,102
0.88% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,295
shares
|
$344,788
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,294
shares
|
$344,684
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
3,275
shares
|
$342,696
0.25% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,273
shares
|
$342,486
0.24% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
3,271
shares
|
$342,277
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,263
shares
|
$341,440
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,261
shares
|
$341,231
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,254
shares
|
$340,498
0.02% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
3,254
shares
|
$340,498
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,237
shares
|
$338,719
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,224
shares
|
$337,359
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,207
shares
|
$335,580
0.26% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
3,193
shares
|
$334,115
0.03% of portfolio
|
Q1 2025
Added 73.06%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,184
shares
|
$333,173
0.03% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
3,177
shares
|
$332,441
0.34% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
3,172
shares
|
$331,918
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
3,168
shares
|
$331,499
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$331,499
0.04% of portfolio
|
Q3 2024
New holding
|