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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
100,765
shares
|
$10.7 Million
0.3% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
100,552
shares
|
$10.7 Million
2.94% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
100,050
shares
|
$10.6 Million
0.41% of portfolio
|
Q1 2023
Added 3.9%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
99,891
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2023
Added 60.93%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,570
shares
|
$10.6 Million
0.76% of portfolio
|
Q4 2024
Added 3797.06%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
99,535
shares
|
$10.6 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
99,406
shares
|
$10.6 Million
1.94% of portfolio
|
Q1 2025
Added 18.41%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
99,011
shares
|
$10.5 Million
5.71% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
98,921
shares
|
$10.5 Million
4.7% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
98,803
shares
|
$10.5 Million
1.92% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
98,551
shares
|
$10.5 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
98,450
shares
|
$10.4 Million
0.14% of portfolio
|
Q1 2025
Added 83.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
98,426
shares
|
$10.4 Million
0.27% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
97,609
shares
|
$10.4 Million
1.57% of portfolio
|
Q1 2025
Reduced 34.69%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
97,439
shares
|
$10.3 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
97,409
shares
|
$10.3 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
97,370
shares
|
$10.3 Million
2.32% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
97,320
shares
|
$10.3 Million
0.16% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
97,216
shares
|
$10.3 Million
0.09% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
97,113
shares
|
$10.3 Million
5.86% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
97,056
shares
|
$10.3 Million
3.73% of portfolio
|
Q1 2025
Added 40.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
96,803
shares
|
$10.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
96,527
shares
|
$10.2 Million
3.96% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
96,471
shares
|
$10.2 Million
5.94% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
96,352
shares
|
$10.2 Million
8.99% of portfolio
|
Q1 2025
Added 14.91%
|