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 2,821 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,210
shares
|
$520,166
0.19% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
5,204
shares
|
$519,567
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
5,202
shares
|
$519,367
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,175
shares
|
$516,672
0.25% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,174
shares
|
$516,572
0.15% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,138
shares
|
$512,977
0.34% of portfolio
|
Q1 2025
Reduced 88.12%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
5,132
shares
|
$512,378
0.31% of portfolio
|
Q1 2025
Reduced 31.69%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,125
shares
|
$511,680
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,119
shares
|
$511,080
0.06% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
5,102
shares
|
$509,383
0.15% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,095
shares
|
$508,684
0.24% of portfolio
|
Q2 2022
Added 7.35%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,062
shares
|
$505,390
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
5,040
shares
|
$503,193
0.41% of portfolio
|
Q4 2024
Reduced 48.24%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
5,040
shares
|
$503,193
0.41% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$499,200
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,999
shares
|
$499,100
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
4,992
shares
|
$498,401
0.27% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$496,604
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
4,971
shares
|
$496,304
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,960
shares
|
$495,206
0.37% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
4,958
shares
|
$495,006
0.1% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,956
shares
|
$494,807
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$492,710
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$492,710
0.17% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
4,934
shares
|
$492,610
0.43% of portfolio
|
Q4 2024
New holding
|