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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
110,856
shares
|
$13.8 Million
0.73% of portfolio
|
Q3 2024
Added 4966.54%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
110,693
shares
|
$13.8 Million
2.44% of portfolio
|
Q3 2024
Added 11.65%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
110,665
shares
|
$13.8 Million
0.81% of portfolio
|
Q3 2024
Added 59.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
110,457
shares
|
$13.8 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
110,388
shares
|
$13.8 Million
3.67% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
110,301
shares
|
$13.8 Million
2.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
110,269
shares
|
$13.8 Million
1.32% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
109,795
shares
|
$13.7 Million
8.41% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
109,770
shares
|
$13.7 Million
0.49% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
109,435
shares
|
$13.7 Million
1.16% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
109,394
shares
|
$13.7 Million
1.07% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
109,362
shares
|
$13.7 Million
2.7% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 07, 2024 Q3 2024 |
109,111
shares
|
$13.6 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
108,703
shares
|
$13.6 Million
6.49% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
107,662
shares
|
$13.4 Million
0.25% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
107,216
shares
|
$13.4 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
107,132
shares
|
$13.4 Million
3.79% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106,988
shares
|
$13.4 Million
3.16% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
106,461
shares
|
$13.3 Million
1.28% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
106,375
shares
|
$13.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
106,370
shares
|
$13.3 Million
2.93% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
106,325
shares
|
$13.3 Million
1.66% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
105,680
shares
|
$13.2 Million
2.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
105,513
shares
|
$13.2 Million
2.77% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
105,319
shares
|
$13.2 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.98%
|