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 2,821 institutions that hold shares in the stock, with a total of 537 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 |
|---|---|---|---|---|---|
|
Trans Canada Capital Inc.
Montreal, A8 |
Feb 12, 2025 Q4 2024 |
43,215
shares
|
$4.23 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
42,934
shares
|
$4.2 Million
1.94% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
42,678
shares
|
$4.18 Million
0.7% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
42,563
shares
|
$4.17 Million
4.47% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
42,527
shares
|
$4.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Apr 25, 2025 Q1 2025 |
42,400
shares
|
$4.15 Million
2.4% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
42,327
shares
|
$4.14 Million
0.05% of portfolio
|
Q4 2024
Added 61.66%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
42,305
shares
|
$4.14 Million
6.8% of portfolio
|
Q4 2022
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
42,166
shares
|
$4.13 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
42,127
shares
|
$4.12 Million
0.16% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
41,970
shares
|
$4.11 Million
2.91% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
41,741
shares
|
$4.09 Million
0.38% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
41,693
shares
|
$4.08 Million
1.33% of portfolio
|
Q4 2024
Added 103.17%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
41,554
shares
|
$4.07 Million
0.43% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
41,495
shares
|
$4.06 Million
3.81% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
41,451
shares
|
$4.06 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
41,339
shares
|
$4.05 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
41,329
shares
|
$4.05 Million
0.13% of portfolio
|
Q1 2025
Added 108.56%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
41,199
shares
|
$4.03 Million
0.05% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
41,172
shares
|
$4.03 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
41,121
shares
|
$4.03 Million
2.14% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
41,014
shares
|
$4.01 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
41,000
shares
|
$4.01 Million
2.09% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,989
shares
|
$4.01 Million
0.2% of portfolio
|
Q4 2024
Added 198.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
40,912
shares
|
$4 Million
0.69% of portfolio
|
Q1 2025
Added 1.25%
|