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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
192,954
shares
|
$24.1 Million
0.2% of portfolio
|
Q3 2024
Added 76.27%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
192,864
shares
|
$24.1 Million
2.46% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
192,726
shares
|
$24.1 Million
1.24% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
191,525
shares
|
$23.9 Million
2.73% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
190,828
shares
|
$23.8 Million
1.7% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
190,103
shares
|
$23.7 Million
1.81% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
189,906
shares
|
$23.7 Million
2.36% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
189,767
shares
|
$23.7 Million
0.9% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
188,904
shares
|
$23.6 Million
0.26% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
187,607
shares
|
$23.4 Million
7.19% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
186,481
shares
|
$23.3 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
185,636
shares
|
$23.2 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,171
shares
|
$23.1 Million
0.68% of portfolio
|
Q2 2020
Added 1.97%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
185,065
shares
|
$23.1 Million
4.49% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
184,455
shares
|
$23 Million
2.31% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
184,143
shares
|
$23 Million
2.08% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
182,563
shares
|
$22.8 Million
6.34% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
182,555
shares
|
$22.8 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
182,311
shares
|
$22.8 Million
2.46% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
181,635
shares
|
$22.7 Million
8.66% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
179,003
shares
|
$22.4 Million
6.33% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
178,297
shares
|
$22.3 Million
6.14% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
176,487
shares
|
$22 Million
0.42% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
176,433
shares
|
$22 Million
0.42% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
175,692
shares
|
$21.9 Million
1.98% of portfolio
|
Q3 2024
Added 0.44%
|