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 2,788 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
104,806
shares
|
$12.3 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
104,390
shares
|
$12.2 Million
3.47% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
104,166
shares
|
$12.2 Million
5.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
103,190
shares
|
$12.1 Million
1.68% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103,156
shares
|
$12.1 Million
0.8% of portfolio
|
Q4 2022
Reduced 6.89%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
101,691
shares
|
$11.9 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
101,205
shares
|
$11.9 Million
0.93% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
100,676
shares
|
$11.8 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
100,634
shares
|
$11.8 Million
7.4% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
100,549
shares
|
$11.8 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
100,537
shares
|
$11.8 Million
3.24% of portfolio
|
Q4 2024
Reduced 36.49%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
100,523
shares
|
$11.8 Million
2.69% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
100,379
shares
|
$11.8 Million
0.89% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
100,291
shares
|
$11.7 Million
3.18% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
100,050
shares
|
$11.7 Million
0.41% of portfolio
|
Q1 2023
Added 3.9%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
99,955
shares
|
$11.7 Million
5.19% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,570
shares
|
$11.7 Million
0.76% of portfolio
|
Q4 2024
Added 3797.06%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
99,452
shares
|
$11.6 Million
1.89% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
99,349
shares
|
$11.6 Million
5.8% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
99,232
shares
|
$11.6 Million
0.12% of portfolio
|
Q4 2024
Added 24.97%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
99,143
shares
|
$11.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
98,123
shares
|
$11.5 Million
4.97% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
97,685
shares
|
$11.4 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
97,423
shares
|
$11.4 Million
0.44% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jan 21, 2025 Q4 2024 |
97,248
shares
|
$11.4 Million
2.31% of portfolio
|
Q4 2024
Reduced 6.89%
|