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 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
1,979
shares
|
$207,082
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
1,976
shares
|
$206,768
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,972
shares
|
$206,350
0.07% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,970
shares
|
$206,140
0.03% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
1,970
shares
|
$206,140
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
1,969
shares
|
$206,036
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
1,961
shares
|
$205,199
0.32% of portfolio
|
Q1 2025
Reduced 35.54%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,957
shares
|
$204,780
0.04% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,957
shares
|
$204,780
0.15% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
1,956
shares
|
$204,675
0.04% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,954
shares
|
$204,466
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
1,953
shares
|
$204,361
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
1,950
shares
|
$204,048
0.17% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,948
shares
|
$203,838
0.09% of portfolio
|
Q1 2025
Reduced 67.45%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,946
shares
|
$203,629
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
1,946
shares
|
$203,629
0.0% of portfolio
|
Q1 2025
Reduced 35.31%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
1,942
shares
|
$203,210
0.04% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
1,940
shares
|
$203,001
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,939
shares
|
$202,896
0.04% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
1,935
shares
|
$202,478
0.07% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
1,933
shares
|
$202,269
0.07% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,926
shares
|
$201,536
0.08% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,915
shares
|
$200,385
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,914
shares
|
$200,280
0.03% of portfolio
|
Q1 2025
Reduced 20.71%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,914
shares
|
$200,280
0.01% of portfolio
|
Q1 2025
Added 2.08%
|