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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
238,408
shares
|
$28.8 Million
4.2% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
238,322
shares
|
$28.8 Million
6.83% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
237,232
shares
|
$28.7 Million
3.04% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
236,165
shares
|
$28.5 Million
5.4% of portfolio
|
Q3 2024
Added 15.93%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
231,040
shares
|
$27.9 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
231,035
shares
|
$27.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
230,433
shares
|
$27.8 Million
1.22% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
230,259
shares
|
$27.8 Million
3.07% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
227,786
shares
|
$27.5 Million
2.14% of portfolio
|
Q3 2024
Added 1565.59%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
225,997
shares
|
$27.3 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
224,610
shares
|
$27.1 Million
12.64% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
223,978
shares
|
$27.1 Million
7.19% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2024 Q3 2024 |
223,300
shares
|
$27 Million
3.39% of portfolio
|
Q1 2024
Reduced 72.55%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
221,310
shares
|
$26.7 Million
3.72% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
220,859
shares
|
$26.7 Million
8.16% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
219,656
shares
|
$26.5 Million
1.14% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
219,282
shares
|
$26.5 Million
1.86% of portfolio
|
Q3 2024
Reduced 23.8%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
218,874
shares
|
$26.4 Million
0.67% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
216,751
shares
|
$26.2 Million
5.74% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
216,615
shares
|
$26.2 Million
1.63% of portfolio
|
Q3 2024
Added 5.41%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
216,464
shares
|
$26.1 Million
9.84% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
216,050
shares
|
$26.1 Million
0.26% of portfolio
|
Q3 2024
Added 186.68%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
214,596
shares
|
$25.9 Million
1.34% of portfolio
|
Q2 2024
Reduced 5.74%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
212,579
shares
|
$25.7 Million
5.81% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
211,493
shares
|
$25.5 Million
0.93% of portfolio
|
Q3 2024
Added 19.91%
|