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 2,566 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
267,879
shares
|
$33.5 Million
0.47% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
265,867
shares
|
$33.2 Million
10.48% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
265,431
shares
|
$33.1 Million
6.9% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
262,380
shares
|
$32.8 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
260,456
shares
|
$32.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
260,405
shares
|
$32.5 Million
2.87% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
259,650
shares
|
$32.4 Million
1.86% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
259,115
shares
|
$32.4 Million
2.27% of portfolio
|
Q3 2024
Added 64.08%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
258,193
shares
|
$32.2 Million
1.47% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
257,795
shares
|
$32.2 Million
0.88% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
257,245
shares
|
$32.1 Million
7.47% of portfolio
|
Q3 2024
Reduced 65.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
256,742
shares
|
$32.1 Million
0.56% of portfolio
|
Q3 2024
Added 206.06%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
256,001
shares
|
$32 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
253,919
shares
|
$31.7 Million
5.66% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
253,429
shares
|
$31.7 Million
1.39% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
252,110
shares
|
$31.5 Million
3.42% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
251,682
shares
|
$31.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
250,849
shares
|
$31.3 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
250,000
shares
|
$31.2 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
248,703
shares
|
$31.1 Million
0.59% of portfolio
|
Q2 2024
Added 12.15%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
245,754
shares
|
$30.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.82%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
243,514
shares
|
$30.4 Million
1.5% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
242,533
shares
|
$30.3 Million
0.6% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
239,713
shares
|
$29.9 Million
5.73% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
238,813
shares
|
$29.8 Million
2.08% of portfolio
|
Q3 2024
Added 3.05%
|