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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
138,684
shares
|
$17.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
138,541
shares
|
$17.3 Million
9.85% of portfolio
|
Q1 2023
Added 3.15%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
137,882
shares
|
$17.2 Million
1.18% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
137,718
shares
|
$17.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
136,913
shares
|
$17.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
136,855
shares
|
$17.1 Million
4.84% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
136,044
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
135,939
shares
|
$17 Million
1.27% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
134,117
shares
|
$16.7 Million
0.2% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
133,978
shares
|
$16.7 Million
3.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
133,717
shares
|
$16.7 Million
4.07% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
133,700
shares
|
$16.7 Million
1.9% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
133,249
shares
|
$16.6 Million
0.02% of portfolio
|
Q3 2022
Added 10.5%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
133,214
shares
|
$16.6 Million
2.83% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
132,383
shares
|
$16.5 Million
1.4% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
132,130
shares
|
$16.5 Million
8.36% of portfolio
|
Q3 2024
Added 17.26%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
131,676
shares
|
$16.4 Million
1.19% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
131,548
shares
|
$16.4 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
131,022
shares
|
$16.4 Million
4.71% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
129,633
shares
|
$16.2 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
129,100
shares
|
$16.1 Million
1.03% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
129,046
shares
|
$16.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
128,859
shares
|
$16.1 Million
1.95% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
128,693
shares
|
$16.1 Million
2.85% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
128,555
shares
|
$16.1 Million
3.38% of portfolio
|
Q3 2024
Added 0.95%
|