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 2,565 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 $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
51
shares
|
$6,159
0.0% of portfolio
|
Q1 2024
Added 59.38%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$5,555
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
40
shares
|
$4,831
0.0% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
40
shares
|
$4,831
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$4,468
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
32
shares
|
$3,864
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
27
shares
|
$3,261
0.0% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$3,019
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,657
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
20
shares
|
$2,415
0.0% of portfolio
|
Q2 2023
Added 1300.0%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
19
shares
|
$2,294
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$1,932
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
11
shares
|
$1,328
0.0% of portfolio
|
Q3 2024
Added 450.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
8
shares
|
$966
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
7
shares
|
$845
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5
shares
|
$603
0.0% of portfolio
|
Q3 2024
Reduced 68.75%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3
shares
|
$362
0.0% of portfolio
|
Q3 2024
Reduced 92.5%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$120
0.0% of portfolio
|
Q2 2024
Reduced 98.28%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|