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 2,798 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
172,185
shares
|
$20.2 Million
3.9% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
172,100
shares
|
$20.2 Million
0.79% of portfolio
|
Q4 2024
Added 1383.62%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
171,964
shares
|
$20.1 Million
5.42% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
171,891
shares
|
$20.1 Million
0.24% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
170,257
shares
|
$19.9 Million
2.18% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
169,858
shares
|
$19.9 Million
1.69% of portfolio
|
Q2 2023
Added 5.39%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
169,851
shares
|
$19.9 Million
0.94% of portfolio
|
Q4 2024
Added 168.94%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
169,235
shares
|
$19.8 Million
4.13% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
168,605
shares
|
$19.7 Million
0.7% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
168,438
shares
|
$19.7 Million
5.84% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
167,810
shares
|
$19.6 Million
4.84% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
167,716
shares
|
$19.6 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
167,130
shares
|
$19.6 Million
6.37% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
166,957
shares
|
$19.5 Million
0.68% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
166,448
shares
|
$19.5 Million
1.76% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
166,392
shares
|
$19.5 Million
5.61% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
166,280
shares
|
$19.5 Million
11.23% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
165,270
shares
|
$19.4 Million
6.56% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
165,133
shares
|
$19.3 Million
0.22% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
164,899
shares
|
$19.3 Million
1.11% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
163,937
shares
|
$19.2 Million
7.77% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
162,866
shares
|
$19.1 Million
0.19% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
162,757
shares
|
$19.1 Million
2.49% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
161,483
shares
|
$18.9 Million
0.67% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Fort Henry Capital, LLC
|
Jan 21, 2025 Q4 2024 |
160,996
shares
|
$18.9 Million
13.27% of portfolio
|
Q4 2024
Reduced 4.36%
|