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 |
|---|---|---|---|---|---|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
69,543
shares
|
$7.86 Million
0.54% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
69,258
shares
|
$7.82 Million
4.27% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
68,931
shares
|
$7.79 Million
1.65% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
68,618
shares
|
$7.75 Million
5.89% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
68,488
shares
|
$7.74 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
68,447
shares
|
$7.73 Million
4.3% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
68,333
shares
|
$7.72 Million
2.38% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
67,998
shares
|
$7.68 Million
0.68% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
67,982
shares
|
$7.68 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
67,752
shares
|
$7.65 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,621
shares
|
$7.64 Million
0.25% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
67,599
shares
|
$7.64 Million
5.38% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
67,578
shares
|
$7.63 Million
7.66% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
67,363
shares
|
$7.61 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
66,781
shares
|
$7.54 Million
3.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
66,645
shares
|
$7.53 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
66,549
shares
|
$7.52 Million
6.97% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
66,332
shares
|
$7.49 Million
5.88% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
66,206
shares
|
$7.48 Million
4.35% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
66,147
shares
|
$7.47 Million
0.48% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
66,131
shares
|
$7.47 Million
0.49% of portfolio
|
Q4 2024
Reduced 22.66%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
66,040
shares
|
$7.46 Million
3.37% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
65,797
shares
|
$7.43 Million
2.38% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
65,769
shares
|
$7.43 Million
5.09% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
65,698
shares
|
$7.42 Million
0.37% of portfolio
|
Q3 2024
Added 0.62%
|