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 |
|---|---|---|---|---|---|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
5,210
shares
|
$545,174
0.17% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
5,204
shares
|
$544,546
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
5,183
shares
|
$542,349
0.29% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
5,179
shares
|
$541,930
0.16% of portfolio
|
Q1 2025
Added 17.33%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,175
shares
|
$541,512
0.25% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
5,144
shares
|
$538,268
0.05% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,138
shares
|
$537,640
0.34% of portfolio
|
Q1 2025
Reduced 88.12%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,136
shares
|
$537,431
0.11% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
5,136
shares
|
$537,431
0.15% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
5,132
shares
|
$537,012
0.31% of portfolio
|
Q1 2025
Reduced 31.69%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,131
shares
|
$536,907
0.12% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
5,122
shares
|
$535,966
0.27% of portfolio
|
Q1 2025
Added 22.98%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,119
shares
|
$535,652
0.06% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
5,102
shares
|
$533,873
0.15% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
5,098
shares
|
$533,454
0.26% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,095
shares
|
$533,140
0.24% of portfolio
|
Q2 2022
Added 7.35%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
5,080
shares
|
$531,571
0.24% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,062
shares
|
$529,687
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
5,040
shares
|
$527,385
0.41% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$523,200
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
5,000
shares
|
$523,200
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
4,992
shares
|
$522,362
0.27% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$520,479
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
4,971
shares
|
$520,165
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
4,958
shares
|
$518,805
0.1% of portfolio
|
Q1 2025
Added 26.93%
|