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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
65,684
shares
|
$7.42 Million
1.61% of portfolio
|
Q1 2024
New holding
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
65,413
shares
|
$7.39 Million
2.04% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
65,403
shares
|
$7.39 Million
0.22% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
65,253
shares
|
$7.37 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
65,096
shares
|
$7.35 Million
3.85% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
65,079
shares
|
$7.35 Million
2.58% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
64,895
shares
|
$7.33 Million
0.49% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,886
shares
|
$7.33 Million
0.25% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
64,638
shares
|
$7.3 Million
1.5% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
64,540
shares
|
$7.29 Million
4.13% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,399
shares
|
$7.27 Million
0.25% of portfolio
|
Q3 2023
Added 252.43%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
64,255
shares
|
$7.26 Million
1.41% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
64,164
shares
|
$7.25 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
63,980
shares
|
$7.23 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
63,916
shares
|
$7.22 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,898
shares
|
$7.22 Million
0.66% of portfolio
|
Q4 2024
Added 101.21%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
63,783
shares
|
$7.2 Million
0.06% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
63,672
shares
|
$7.19 Million
0.73% of portfolio
|
Q2 2023
Reduced 31.93%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
63,616
shares
|
$7.19 Million
0.83% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
63,126
shares
|
$7.13 Million
0.53% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
63,104
shares
|
$7.13 Million
0.78% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
63,055
shares
|
$7.12 Million
1.11% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
62,957
shares
|
$7.11 Million
0.35% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
62,810
shares
|
$7.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
62,598
shares
|
$7.07 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.05%
|