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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$331,394
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
3,164
shares
|
$331,080
0.3% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,162
shares
|
$330,871
0.02% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,158
shares
|
$330,453
0.05% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
3,157
shares
|
$330,348
0.19% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
3,151
shares
|
$329,720
0.08% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,149
shares
|
$329,511
0.09% of portfolio
|
Q1 2025
Reduced 22.74%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
3,144
shares
|
$328,988
0.09% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,144
shares
|
$328,988
0.0% of portfolio
|
Q1 2025
Reduced 67.61%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
3,137
shares
|
$328,255
0.04% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
3,117
shares
|
$326,162
0.04% of portfolio
|
Q1 2025
Reduced 30.98%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
3,116
shares
|
$326,058
0.09% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,112
shares
|
$325,639
0.27% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,112
shares
|
$325,639
0.08% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
3,107
shares
|
$325,116
0.06% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
3,103
shares
|
$324,697
0.09% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
3,100
shares
|
$324,384
0.13% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,098
shares
|
$324,174
0.02% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
3,093
shares
|
$323,651
0.16% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
3,091
shares
|
$323,442
0.19% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,089
shares
|
$323,232
0.24% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,081
shares
|
$322,395
0.02% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
3,079
shares
|
$322,186
0.15% of portfolio
|
Q1 2025
Reduced 87.33%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
3,073
shares
|
$321,558
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
3,065
shares
|
$320,721
0.03% of portfolio
|
Q1 2025
Reduced 16.3%
|