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 2,567 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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
6,507
shares
|
$823,330
0.06% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
6,442
shares
|
$815,106
0.31% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
6,441
shares
|
$814,979
0.12% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
6,438
shares
|
$814,600
0.23% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
6,437
shares
|
$814,473
0.18% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
6,431
shares
|
$813,714
0.02% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,429
shares
|
$813,461
0.05% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
6,410
shares
|
$811,057
0.2% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,399
shares
|
$809,665
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
6,391
shares
|
$808,653
0.03% of portfolio
|
Q3 2024
Added 17.48%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,379
shares
|
$807,134
0.26% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
6,373
shares
|
$806,375
0.11% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
6,359
shares
|
$804,604
0.19% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
6,358
shares
|
$804,477
0.07% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,349
shares
|
$803,338
0.39% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
6,308
shares
|
$798,151
0.14% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 31, 2024 Q3 2024 |
6,298
shares
|
$796,885
0.11% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
6,290
shares
|
$795,873
0.29% of portfolio
|
Q3 2024
Reduced 78.85%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
6,252
shares
|
$791,065
0.38% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
6,239
shares
|
$789,420
0.07% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
6,239
shares
|
$789,420
0.16% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,222
shares
|
$787,269
0.05% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
6,216
shares
|
$786,510
0.39% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Ggm Financials LLC
Columbus, OH |
Oct 31, 2024 Q3 2024 |
6,213
shares
|
$786,130
0.63% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
6,188
shares
|
$782,967
0.25% of portfolio
|
Q3 2024
Added 17.31%
|