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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
6,367
shares
|
$675,793
0.09% of portfolio
|
Q1 2025
Reduced 94.02%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
6,364
shares
|
$675,474
0.12% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
6,325
shares
|
$671,335
0.05% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
6,314
shares
|
$670,167
0.02% of portfolio
|
Q1 2025
Added 70.1%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,298
shares
|
$668,469
0.25% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,269
shares
|
$665,391
0.17% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,248
shares
|
$663,162
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
6,240
shares
|
$662,313
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,222
shares
|
$660,403
0.05% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,220
shares
|
$660,190
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
6,196
shares
|
$657,643
0.28% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
6,192
shares
|
$657,218
0.26% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
6,190
shares
|
$657,006
0.44% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
6,187
shares
|
$656,688
0.49% of portfolio
|
Q1 2025
Added 36.46%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
6,148
shares
|
$652,548
0.23% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
6,148
shares
|
$652,548
0.26% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
6,141
shares
|
$651,805
0.11% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
6,138
shares
|
$651,487
0.59% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
6,133
shares
|
$650,956
0.22% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
6,124
shares
|
$650,001
0.05% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
6,118
shares
|
$649,364
0.34% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,107
shares
|
$648,196
0.33% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
6,102
shares
|
$647,666
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,092
shares
|
$646,604
0.61% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
6,075
shares
|
$644,800
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|