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 2,812 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 |
|---|---|---|---|---|---|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,298
shares
|
$654,929
0.25% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,269
shares
|
$651,913
0.17% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,248
shares
|
$649,729
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Moody Lynn & Lieberson, LLC
|
Apr 28, 2025 Q1 2025 |
6,240
shares
|
$648,897
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,222
shares
|
$647,025
0.05% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,220
shares
|
$646,817
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
6,196
shares
|
$644,322
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
|
$643,906
0.26% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
6,190
shares
|
$643,698
0.44% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
6,187
shares
|
$643,386
0.49% of portfolio
|
Q1 2025
Added 36.46%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
6,148
shares
|
$639,330
0.23% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
6,148
shares
|
$639,330
0.26% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
6,141
shares
|
$638,602
0.11% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
6,138
shares
|
$638,290
0.59% of portfolio
|
Q1 2025
Reduced 8.39%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
6,133
shares
|
$637,770
0.22% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
6,124
shares
|
$636,834
0.05% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
6,118
shares
|
$636,210
0.34% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,107
shares
|
$635,066
0.33% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
6,102
shares
|
$634,546
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,092
shares
|
$633,507
0.61% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
6,075
shares
|
$631,739
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,070
shares
|
$631,219
0.35% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,067
shares
|
$630,907
0.12% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
6,062
shares
|
$630,387
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
6,059
shares
|
$630,075
0.8% of portfolio
|
Q1 2025
Added 15.85%
|