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 537 Million shares, which have been reported (via 13F filing form) to have a value of $55.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
257,008
shares
|
$26.8 Million
0.13% of portfolio
|
Q4 2024
Added 796.84%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
256,566
shares
|
$26.7 Million
0.93% of portfolio
|
Q4 2024
Added 97.92%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
252,110
shares
|
$26.3 Million
3.48% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
251,830
shares
|
$26.3 Million
5.45% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
251,008
shares
|
$26.2 Million
5.63% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
250,000
shares
|
$26.1 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
249,030
shares
|
$26 Million
4.29% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
244,282
shares
|
$25.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
243,484
shares
|
$25.4 Million
5.19% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
243,005
shares
|
$25.3 Million
7.8% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
241,878
shares
|
$25.2 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
241,763
shares
|
$25.2 Million
2.06% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
240,297
shares
|
$25 Million
4.3% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
239,452
shares
|
$25 Million
6.35% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
239,051
shares
|
$24.9 Million
1.0% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
238,400
shares
|
$24.9 Million
3.13% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
237,764
shares
|
$24.8 Million
3.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
230,855
shares
|
$24.1 Million
12.52% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
230,775
shares
|
$24.1 Million
2.13% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
229,845
shares
|
$24 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
228,749
shares
|
$23.8 Million
1.74% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
227,577
shares
|
$23.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 47.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
226,898
shares
|
$23.7 Million
0.74% of portfolio
|
Q4 2024
Added 21.34%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
226,225
shares
|
$23.6 Million
2.26% of portfolio
|
Q4 2024
Added 42.82%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
225,981
shares
|
$23.6 Million
6.36% of portfolio
|
Q4 2024
Reduced 5.18%
|