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 2,820 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,994
shares
|
$212,759
0.03% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,991
shares
|
$212,439
0.11% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,987
shares
|
$212,012
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
1,983
shares
|
$211,586
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,981
shares
|
$211,372
0.14% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,981
shares
|
$211,372
0.07% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,980
shares
|
$211,266
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
1,979
shares
|
$211,159
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
1,976
shares
|
$210,839
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,972
shares
|
$210,412
0.07% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,970
shares
|
$210,199
0.03% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
1,970
shares
|
$210,199
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,969
shares
|
$210,092
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
1,961
shares
|
$209,238
0.32% of portfolio
|
Q1 2025
Reduced 35.54%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,957
shares
|
$208,811
0.04% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,957
shares
|
$208,811
0.15% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
1,956
shares
|
$208,705
0.04% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,954
shares
|
$208,491
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
1,953
shares
|
$208,385
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
1,950
shares
|
$208,065
0.17% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,948
shares
|
$207,851
0.09% of portfolio
|
Q1 2025
Reduced 67.45%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,946
shares
|
$207,638
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
1,946
shares
|
$207,638
0.0% of portfolio
|
Q1 2025
Reduced 35.31%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,942
shares
|
$207,211
0.04% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
1,940
shares
|
$206,998
0.03% of portfolio
|
Q1 2025
Added 0.05%
|