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 2,820 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
64,013
shares
|
$6.79 Million
9.47% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
63,783
shares
|
$6.77 Million
0.06% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
63,782
shares
|
$6.77 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
63,672
shares
|
$6.76 Million
0.73% of portfolio
|
Q2 2023
Reduced 31.93%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
63,575
shares
|
$6.75 Million
1.28% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
63,541
shares
|
$6.74 Million
1.78% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
63,363
shares
|
$6.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
63,104
shares
|
$6.7 Million
0.71% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
62,725
shares
|
$6.66 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
62,583
shares
|
$6.64 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
62,502
shares
|
$6.63 Million
1.18% of portfolio
|
Q3 2022
Reduced 56.95%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
62,455
shares
|
$6.63 Million
9.91% of portfolio
|
Q1 2025
Added 2215.72%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
61,936
shares
|
$6.57 Million
2.86% of portfolio
|
Q1 2025
Added 50.43%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
61,872
shares
|
$6.57 Million
1.44% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
61,619
shares
|
$6.54 Million
0.05% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
61,399
shares
|
$6.52 Million
0.23% of portfolio
|
Q1 2025
Reduced 33.36%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
61,279
shares
|
$6.5 Million
0.73% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
61,084
shares
|
$6.48 Million
0.57% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
60,769
shares
|
$6.45 Million
0.66% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
60,518
shares
|
$6.42 Million
0.09% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
60,438
shares
|
$6.41 Million
1.84% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
60,333
shares
|
$6.4 Million
1.43% of portfolio
|
Q1 2025
Added 2500.56%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
60,160
shares
|
$6.39 Million
0.52% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
60,041
shares
|
$6.37 Million
2.16% of portfolio
|
Q1 2025
Added 54.19%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
60,000
shares
|
$6.37 Million
2.86% of portfolio
|
Q4 2024
New holding
|