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 2,567 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 $63.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
130
shares
|
$16,448
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
122
shares
|
$15,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
120
shares
|
$15,183
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
116
shares
|
$14,677
0.35% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
114
shares
|
$14,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
111
shares
|
$14,044
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$14,044
0.01% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
109
shares
|
$13,791
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
99
shares
|
$12,526
0.0% of portfolio
|
Q3 2024
Added 125.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
95
shares
|
$12,020
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
92
shares
|
$11,640
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
86
shares
|
$10,881
0.01% of portfolio
|
Q2 2024
Added 177.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
86
shares
|
$10,881
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
81
shares
|
$10,248
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
79
shares
|
$9,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
79
shares
|
$9,995
0.0% of portfolio
|
Q2 2024
Added 51.92%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
79
shares
|
$9,995
0.01% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
77
shares
|
$9,742
0.0% of portfolio
|
Q3 2024
Reduced 51.27%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
75
shares
|
$9,489
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
75
shares
|
$9,489
0.0% of portfolio
|
Q3 2024
Reduced 23.47%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
70
shares
|
$8,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
67
shares
|
$8,477
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
67
shares
|
$8,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$8,224
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
63
shares
|
$7,971
0.0% of portfolio
|
Q4 2023
New holding
|