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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
120,727
shares
|
$14.2 Million
1.1% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
119,910
shares
|
$14.1 Million
2.87% of portfolio
|
Q4 2024
Added 75.2%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
119,514
shares
|
$14 Million
1.88% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
119,227
shares
|
$14 Million
5.98% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
119,022
shares
|
$14 Million
4.56% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
118,783
shares
|
$13.9 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
118,651
shares
|
$13.9 Million
0.37% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
118,110
shares
|
$13.9 Million
5.15% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
117,702
shares
|
$13.8 Million
6.94% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
117,316
shares
|
$13.8 Million
1.37% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
116,647
shares
|
$13.7 Million
1.39% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
116,620
shares
|
$13.7 Million
4.61% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
116,238
shares
|
$13.6 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
116,043
shares
|
$13.6 Million
2.16% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
115,832
shares
|
$13.6 Million
4.68% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
115,731
shares
|
$13.6 Million
5.68% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
115,215
shares
|
$13.5 Million
4.76% of portfolio
|
Q3 2024
Added 29748.45%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
115,003
shares
|
$13.5 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
114,799
shares
|
$13.5 Million
4.82% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
114,796
shares
|
$13.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
114,731
shares
|
$13.5 Million
2.62% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
114,527
shares
|
$13.4 Million
4.08% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
114,434
shares
|
$13.4 Million
6.55% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
114,335
shares
|
$13.4 Million
5.97% of portfolio
|
Q4 2022
Added 2.91%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
114,221
shares
|
$13.4 Million
7.4% of portfolio
|
Q4 2024
Added 50.41%
|