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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
3,897
shares
|
$440,205
0.36% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,889
shares
|
$439,301
0.14% of portfolio
|
Q4 2024
Added 303.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$437,607
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
3,871
shares
|
$437,268
0.34% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,864
shares
|
$436,477
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
3,861
shares
|
$436,138
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
3,839
shares
|
$433,653
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$432,072
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$431,959
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,818
shares
|
$431,281
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,797
shares
|
$428,909
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,772
shares
|
$426,085
0.06% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,767
shares
|
$425,520
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
3,761
shares
|
$424,842
0.04% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,760
shares
|
$424,729
0.17% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
3,758
shares
|
$424,503
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
3,748
shares
|
$423,374
0.01% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
3,743
shares
|
$422,809
0.11% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,730
shares
|
$421,340
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,727
shares
|
$421,001
0.11% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
3,724
shares
|
$420,663
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
3,721
shares
|
$420,324
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$419,985
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
3,709
shares
|
$418,968
0.08% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$416,935
0.02% of portfolio
|
Q3 2024
Added 58.62%
|