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 2,823 institutions that hold shares in the stock, with a total of 566 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
43,528
shares
|
$4.83 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
43,447
shares
|
$4.82 Million
0.63% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
43,311
shares
|
$4.81 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
May 13, 2025 Q1 2025 |
43,215
shares
|
$4.8 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
43,097
shares
|
$4.78 Million
2.97% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
42,941
shares
|
$4.76 Million
2.15% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
42,934
shares
|
$4.76 Million
1.94% of portfolio
|
Q1 2025
Reduced 44.87%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
42,765
shares
|
$4.75 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
42,537
shares
|
$4.72 Million
1.17% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
42,531
shares
|
$4.72 Million
1.83% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
42,527
shares
|
$4.72 Million
3.42% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
42,454
shares
|
$4.71 Million
0.4% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
42,433
shares
|
$4.71 Million
0.16% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
42,418
shares
|
$4.71 Million
1.82% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Apr 25, 2025 Q1 2025 |
42,400
shares
|
$4.7 Million
2.4% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
42,356
shares
|
$4.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
42,305
shares
|
$4.69 Million
6.8% of portfolio
|
Q4 2022
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
42,242
shares
|
$4.69 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
42,130
shares
|
$4.67 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
41,953
shares
|
$4.66 Million
0.34% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
41,577
shares
|
$4.61 Million
1.5% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
41,464
shares
|
$4.6 Million
4.05% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
41,344
shares
|
$4.59 Million
1.99% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
41,329
shares
|
$4.59 Million
0.13% of portfolio
|
Q1 2025
Added 108.56%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
41,263
shares
|
$4.58 Million
1.33% of portfolio
|
Q1 2025
Added 21.05%
|