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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
41,953
shares
|
$4.45 Million
0.34% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
41,577
shares
|
$4.41 Million
1.5% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
41,495
shares
|
$4.4 Million
3.81% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
41,464
shares
|
$4.4 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
41,344
shares
|
$4.39 Million
1.99% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
41,329
shares
|
$4.39 Million
0.13% of portfolio
|
Q1 2025
Added 108.56%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
41,263
shares
|
$4.38 Million
1.33% of portfolio
|
Q1 2025
Added 21.05%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
41,046
shares
|
$4.36 Million
0.21% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
41,017
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
41,000
shares
|
$4.35 Million
2.37% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
40,912
shares
|
$4.34 Million
0.69% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
40,856
shares
|
$4.34 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
40,804
shares
|
$4.33 Million
1.25% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
40,648
shares
|
$4.31 Million
0.16% of portfolio
|
Q1 2025
Added 160.85%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.31 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.31 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,561
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
40,420
shares
|
$4.29 Million
0.32% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
40,099
shares
|
$4.26 Million
0.38% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
39,964
shares
|
$4.24 Million
1.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
39,783
shares
|
$4.22 Million
1.33% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
39,753
shares
|
$4.22 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
39,665
shares
|
$4.21 Million
2.07% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
39,562
shares
|
$4.2 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
39,326
shares
|
$4.17 Million
2.48% of portfolio
|
Q1 2023
Added 45.08%
|