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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,710
shares
|
$270,566
0.05% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,701
shares
|
$269,667
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$269,268
0.07% of portfolio
|
Q1 2024
Added 27.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,693
shares
|
$268,869
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
2,675
shares
|
$267,072
0.04% of portfolio
|
Q1 2025
Reduced 78.08%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
2,674
shares
|
$266,972
0.09% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
2,673
shares
|
$266,872
0.08% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
2,667
shares
|
$266,273
0.28% of portfolio
|
Q4 2023
Added 3.75%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
2,665
shares
|
$266,073
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
2,664
shares
|
$265,973
0.07% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
2,664
shares
|
$265,973
0.18% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,655
shares
|
$265,075
0.09% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,650
shares
|
$264,576
0.19% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,648
shares
|
$264,376
0.18% of portfolio
|
Q1 2023
Added 2.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,637
shares
|
$263,278
0.01% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
2,635
shares
|
$263,078
0.07% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,627
shares
|
$262,279
0.08% of portfolio
|
Q1 2025
Reduced 87.99%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,625
shares
|
$262,080
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,623
shares
|
$261,880
0.04% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Radnor Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,617
shares
|
$261,281
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,616
shares
|
$261,181
0.13% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,612
shares
|
$260,782
0.21% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
2,610
shares
|
$260,582
0.08% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,602
shares
|
$259,783
0.12% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,595
shares
|
$259,084
0.1% of portfolio
|
Q4 2024
New holding
|