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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,868
shares
|
$742,478
0.33% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
5,861
shares
|
$741,592
0.07% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
5,856
shares
|
$740,959
0.12% of portfolio
|
Q3 2024
Reduced 97.6%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
5,848
shares
|
$739,947
0.14% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,841
shares
|
$739,061
0.13% of portfolio
|
Q3 2023
Added 4.25%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$736,278
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
5,808
shares
|
$734,886
0.45% of portfolio
|
Q4 2021
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
5,796
shares
|
$733,367
0.23% of portfolio
|
Q4 2023
Added 59.23%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
5,790
shares
|
$732,608
0.05% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$732,102
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
5,781
shares
|
$731,469
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
5,768
shares
|
$729,825
0.28% of portfolio
|
Q2 2024
Reduced 12.18%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
5,747
shares
|
$727,167
0.22% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
5,744
shares
|
$726,788
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
5,734
shares
|
$725,523
0.11% of portfolio
|
Q3 2024
Added 29.06%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
5,732
shares
|
$725,269
0.0% of portfolio
|
Q3 2024
Added 66.19%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,693
shares
|
$720,335
0.37% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
5,689
shares
|
$719,829
0.11% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
5,683
shares
|
$719,069
0.28% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,672
shares
|
$717,678
0.11% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
5,670
shares
|
$717,425
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
5,663
shares
|
$716,539
0.11% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
5,644
shares
|
$714,135
0.0% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
5,625
shares
|
$711,731
0.41% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
5,622
shares
|
$711,351
0.4% of portfolio
|
Q3 2024
Added 100.79%
|