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 |
|---|---|---|---|---|---|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
328,504
shares
|
$34.4 Million
3.88% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
328,164
shares
|
$34.3 Million
0.85% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
325,236
shares
|
$34 Million
4.97% of portfolio
|
Q1 2025
Added 30.6%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
324,621
shares
|
$34 Million
1.28% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
323,469
shares
|
$33.8 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
323,220
shares
|
$33.8 Million
0.01% of portfolio
|
Q1 2025
Added 2411.42%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
322,392
shares
|
$33.7 Million
6.43% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
322,209
shares
|
$33.7 Million
2.44% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
322,023
shares
|
$33.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
321,504
shares
|
$33.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
321,153
shares
|
$33.6 Million
1.09% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
320,912
shares
|
$33.6 Million
0.52% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
315,055
shares
|
$33 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
311,346
shares
|
$32.6 Million
1.74% of portfolio
|
Q1 2025
Added 300.47%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
310,812
shares
|
$32.5 Million
4.4% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
309,818
shares
|
$32.4 Million
2.2% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
309,201
shares
|
$32.4 Million
2.62% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
309,098
shares
|
$32.3 Million
2.35% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
309,086
shares
|
$32.3 Million
3.38% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
307,792
shares
|
$32.2 Million
3.13% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
306,106
shares
|
$32 Million
3.19% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
304,430
shares
|
$31.9 Million
11.1% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
302,491
shares
|
$31.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 15.03%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
299,044
shares
|
$31.3 Million
5.4% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
296,825
shares
|
$31.1 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.54%
|