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 |
|---|---|---|---|---|---|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
3,839
shares
|
$449,508
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$447,869
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$447,752
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,818
shares
|
$447,049
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,797
shares
|
$444,590
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,772
shares
|
$441,663
0.06% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
3,761
shares
|
$440,375
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
|
$440,258
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
|
$440,024
0.06% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
3,748
shares
|
$438,853
0.01% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
3,743
shares
|
$438,267
0.11% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,730
shares
|
$436,745
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,727
shares
|
$436,394
0.11% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
3,724
shares
|
$436,043
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
3,721
shares
|
$435,691
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$435,340
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
3,709
shares
|
$434,286
0.08% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$432,179
0.02% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,688
shares
|
$431,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,687
shares
|
$431,710
0.22% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$431,710
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,673
shares
|
$430,071
0.04% of portfolio
|
Q4 2024
Added 31.13%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,672
shares
|
$429,954
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
3,662
shares
|
$428,783
0.03% of portfolio
|
Q3 2024
Added 88.57%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,645
shares
|
$426,793
0.4% of portfolio
|
Q4 2024
Reduced 6.15%
|