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 2,819 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,003
shares
|
$201,982
0.03% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,987
shares
|
$200,369
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
1,983
shares
|
$199,965
0.17% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
1,983
shares
|
$199,965
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,981
shares
|
$199,764
0.14% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,981
shares
|
$199,764
0.07% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
1,980
shares
|
$199,663
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
1,979
shares
|
$199,562
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
1,976
shares
|
$199,259
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,974
shares
|
$199,058
0.02% of portfolio
|
Q4 2024
Reduced 92.31%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,972
shares
|
$198,856
0.07% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,970
shares
|
$198,654
0.03% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,969
shares
|
$198,553
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
1,964
shares
|
$198,049
0.04% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,957
shares
|
$197,343
0.04% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
1,957
shares
|
$197,343
0.16% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
1,956
shares
|
$197,243
0.04% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
1,955
shares
|
$197,142
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,954
shares
|
$197,041
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
1,953
shares
|
$196,940
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,948
shares
|
$196,436
0.09% of portfolio
|
Q1 2025
Reduced 67.45%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
1,948
shares
|
$196,436
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,946
shares
|
$196,234
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,942
shares
|
$195,831
0.04% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,939
shares
|
$195,528
0.04% of portfolio
|
Q4 2024
Reduced 0.92%
|