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 |
|---|---|---|---|---|---|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
15,367
shares
|
$1.74 Million
1.33% of portfolio
|
Q4 2024
Added 96.76%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
15,347
shares
|
$1.73 Million
0.28% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
15,336
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
15,327
shares
|
$1.73 Million
1.23% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
15,323
shares
|
$1.73 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,281
shares
|
$1.73 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
15,276
shares
|
$1.73 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,224
shares
|
$1.72 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
15,188
shares
|
$1.72 Million
0.42% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
15,167
shares
|
$1.71 Million
1.55% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
15,080
shares
|
$1.7 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
14,927
shares
|
$1.69 Million
0.49% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
14,926
shares
|
$1.69 Million
1.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
14,926
shares
|
$1.69 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
14,923
shares
|
$1.69 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
14,909
shares
|
$1.68 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
14,904
shares
|
$1.68 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$1.68 Million
0.39% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
14,820
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
14,819
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
14,794
shares
|
$1.67 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
14,719
shares
|
$1.66 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
14,715
shares
|
$1.66 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
14,684
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
14,627
shares
|
$1.65 Million
1.29% of portfolio
|
Q4 2024
New holding
|