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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
55,971
shares
|
$6.32 Million
0.49% of portfolio
|
Q4 2024
Reduced 42.66%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
55,915
shares
|
$6.32 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
55,733
shares
|
$6.3 Million
3.09% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
55,489
shares
|
$6.27 Million
2.57% of portfolio
|
Q3 2023
Added 9.22%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
55,407
shares
|
$6.26 Million
1.68% of portfolio
|
Q4 2024
Added 19.81%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
55,047
shares
|
$6.22 Million
0.06% of portfolio
|
Q4 2024
Added 39.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,907
shares
|
$6.2 Million
0.2% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
54,793
shares
|
$6.19 Million
0.97% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
54,717
shares
|
$6.18 Million
2.56% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
54,691
shares
|
$6.18 Million
1.98% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
54,389
shares
|
$6.14 Million
2.65% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
54,178
shares
|
$6.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
54,159
shares
|
$6.12 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
53,801
shares
|
$6.08 Million
0.23% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
53,510
shares
|
$6.04 Million
0.08% of portfolio
|
Q4 2024
Added 57.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
53,209
shares
|
$6.01 Million
0.6% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
53,208
shares
|
$6.01 Million
1.4% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
53,110
shares
|
$6 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
53,041
shares
|
$5.99 Million
0.59% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
52,897
shares
|
$5.98 Million
0.55% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
52,614
shares
|
$5.94 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.88%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
52,578
shares
|
$5.94 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
52,394
shares
|
$5.92 Million
0.7% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,067
shares
|
$5.88 Million
3.25% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
52,051
shares
|
$5.88 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.33%
|