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 2,834 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 $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,924
shares
|
$418,141
0.08% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,917
shares
|
$417,395
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
3,916
shares
|
$417,288
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$417,288
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
3,912
shares
|
$416,862
0.04% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$416,543
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,908
shares
|
$416,436
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
3,908
shares
|
$416,436
0.3% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,906
shares
|
$416,223
0.09% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
3,897
shares
|
$415,264
0.36% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,889
shares
|
$414,411
0.14% of portfolio
|
Q4 2024
Added 303.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$412,813
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
3,871
shares
|
$412,493
0.34% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,864
shares
|
$411,747
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
3,861
shares
|
$411,428
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
3,839
shares
|
$409,083
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$407,592
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$407,485
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,818
shares
|
$406,846
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,797
shares
|
$404,608
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,772
shares
|
$401,944
0.06% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,767
shares
|
$401,411
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
3,761
shares
|
$400,772
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
|
$400,665
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
|
$400,452
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|