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 2,811 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 $60.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
43,530
shares
|
$4.92 Million
3.67% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
43,238
shares
|
$4.88 Million
1.94% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Trans Canada Capital Inc.
Montreal, A8 |
Feb 12, 2025 Q4 2024 |
43,215
shares
|
$4.88 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
42,678
shares
|
$4.82 Million
0.7% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
42,563
shares
|
$4.81 Million
4.47% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
42,527
shares
|
$4.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
42,327
shares
|
$4.78 Million
0.05% of portfolio
|
Q4 2024
Added 61.66%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
42,306
shares
|
$4.78 Million
2.49% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
42,305
shares
|
$4.78 Million
6.8% of portfolio
|
Q4 2022
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
42,211
shares
|
$4.77 Million
0.54% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
42,166
shares
|
$4.76 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
42,127
shares
|
$4.76 Million
0.16% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
42,067
shares
|
$4.75 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
41,970
shares
|
$4.74 Million
2.91% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
41,741
shares
|
$4.72 Million
0.38% of portfolio
|
Q4 2024
Added 15.04%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
41,693
shares
|
$4.71 Million
1.33% of portfolio
|
Q4 2024
Added 103.17%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
41,561
shares
|
$4.69 Million
2.48% of portfolio
|
Q4 2024
Added 36.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
41,554
shares
|
$4.69 Million
0.43% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
41,515
shares
|
$4.69 Million
3.49% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
41,476
shares
|
$4.69 Million
3.8% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
41,451
shares
|
$4.68 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
41,390
shares
|
$4.68 Million
4.4% of portfolio
|
Q4 2024
Added 5.43%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
41,339
shares
|
$4.67 Million
2.24% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
41,199
shares
|
$4.65 Million
0.05% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
41,187
shares
|
$4.65 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.54%
|