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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
4,500
shares
|
$449,280
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
4,499
shares
|
$449,180
0.04% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
4,498
shares
|
$449,080
0.42% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
4,489
shares
|
$448,181
0.16% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$447,183
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
4,478
shares
|
$447,083
0.25% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$446,085
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,459
shares
|
$445,186
0.14% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
4,452
shares
|
$444,487
0.12% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
4,450
shares
|
$444,288
0.02% of portfolio
|
Q1 2025
Reduced 53.38%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
4,449
shares
|
$444,188
0.04% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,449
shares
|
$444,188
0.03% of portfolio
|
Q1 2025
Reduced 59.86%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
4,437
shares
|
$442,990
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
4,432
shares
|
$442,490
0.07% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
4,414
shares
|
$440,693
0.14% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,408
shares
|
$440,094
0.06% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
4,395
shares
|
$438,796
0.34% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
4,394
shares
|
$438,696
0.03% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,385
shares
|
$437,798
0.1% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,380
shares
|
$437,299
0.36% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,379
shares
|
$437,199
0.05% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,334
shares
|
$432,706
0.0% of portfolio
|
Q4 2024
Reduced 93.67%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
4,327
shares
|
$432,007
0.09% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,326
shares
|
$431,907
0.15% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
4,320
shares
|
$431,308
0.01% of portfolio
|
Q4 2024
New holding
|