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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
3,748
shares
|
$399,386
0.01% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
3,743
shares
|
$398,854
0.11% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,730
shares
|
$397,468
0.06% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,727
shares
|
$397,149
0.11% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
3,724
shares
|
$396,829
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
3,721
shares
|
$396,509
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,718
shares
|
$396,190
0.02% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
3,709
shares
|
$395,231
0.08% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,691
shares
|
$393,312
0.02% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
3,688
shares
|
$392,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$392,886
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,673
shares
|
$391,394
0.04% of portfolio
|
Q4 2024
Added 31.13%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,672
shares
|
$391,288
0.05% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
3,662
shares
|
$390,222
0.03% of portfolio
|
Q3 2024
Added 88.57%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,645
shares
|
$388,411
0.4% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,643
shares
|
$388,198
0.16% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,637
shares
|
$387,558
0.2% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
3,623
shares
|
$386,066
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
3,615
shares
|
$385,214
0.61% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
3,612
shares
|
$384,894
0.1% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
3,601
shares
|
$383,722
0.09% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,596
shares
|
$383,189
0.05% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$383,083
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,589
shares
|
$382,443
0.08% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,563
shares
|
$379,673
0.01% of portfolio
|
Q4 2024
Added 5.1%
|