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 2,828 institutions that hold shares in the stock, with a total of 538 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
54,178
shares
|
$5.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
54,159
shares
|
$5.3 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
54,118
shares
|
$5.3 Million
2.7% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
53,801
shares
|
$5.27 Million
0.23% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
53,627
shares
|
$5.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.12%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
53,565
shares
|
$5.24 Million
3.71% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
53,510
shares
|
$5.24 Million
0.08% of portfolio
|
Q4 2024
Added 57.59%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
53,208
shares
|
$5.21 Million
1.4% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
53,109
shares
|
$5.2 Million
0.73% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
52,892
shares
|
$5.18 Million
1.97% of portfolio
|
Q1 2025
Added 20.36%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
52,707
shares
|
$5.16 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
52,614
shares
|
$5.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
52,578
shares
|
$5.15 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
52,394
shares
|
$5.13 Million
0.7% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,067
shares
|
$5.1 Million
3.25% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
51,933
shares
|
$5.08 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
51,719
shares
|
$5.06 Million
0.04% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
51,600
shares
|
$5.05 Million
0.77% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
51,527
shares
|
$5.04 Million
0.73% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
51,411
shares
|
$5.03 Million
0.18% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
51,378
shares
|
$5.03 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
51,288
shares
|
$5.02 Million
3.98% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
51,276
shares
|
$5.02 Million
1.35% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
51,243
shares
|
$5.02 Million
0.17% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
51,181
shares
|
$5.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.35%
|