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 2,821 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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
3,761
shares
|
$375,498
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,760
shares
|
$375,398
0.17% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
3,756
shares
|
$374,999
0.19% of portfolio
|
Q1 2025
Added 12.22%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
3,754
shares
|
$374,799
0.36% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
3,748
shares
|
$374,200
0.01% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
3,743
shares
|
$373,701
0.11% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,730
shares
|
$372,403
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
3,727
shares
|
$372,103
0.1% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
3,724
shares
|
$371,804
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
3,721
shares
|
$371,504
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,720
shares
|
$371,404
0.1% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$371,205
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
3,712
shares
|
$370,606
0.02% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
3,701
shares
|
$369,507
0.07% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$368,509
0.02% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,688
shares
|
$368,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$368,110
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,685
shares
|
$367,910
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,673
shares
|
$366,712
0.04% of portfolio
|
Q4 2024
Added 31.13%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,672
shares
|
$366,612
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
3,667
shares
|
$366,113
0.03% of portfolio
|
Q1 2025
Added 23.97%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
3,662
shares
|
$365,614
0.03% of portfolio
|
Q3 2024
Added 88.57%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,645
shares
|
$363,916
0.4% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,637
shares
|
$363,118
0.2% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
3,633
shares
|
$362,718
0.06% of portfolio
|
Q1 2025
Added 7.77%
|