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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
4,778
shares
|
$604,560
0.09% of portfolio
|
Q4 2023
Reduced 10.22%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,775
shares
|
$604,180
0.26% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
4,772
shares
|
$603,801
0.04% of portfolio
|
Q2 2024
Reduced 16.31%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
4,769
shares
|
$603,421
0.87% of portfolio
|
Q3 2024
Added 99.12%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,755
shares
|
$601,650
0.08% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
4,754
shares
|
$601,523
0.05% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
4,748
shares
|
$600,764
0.19% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,744
shares
|
$600,258
0.05% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
4,735
shares
|
$599,119
0.23% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,733
shares
|
$598,866
0.21% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
4,731
shares
|
$598,613
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
4,712
shares
|
$596,209
0.29% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
4,705
shares
|
$595,323
0.13% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
4,693
shares
|
$593,805
0.0% of portfolio
|
Q3 2024
Reduced 83.61%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
4,691
shares
|
$593,552
0.42% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
4,682
shares
|
$592,413
0.16% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
4,673
shares
|
$591,274
0.04% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$589,882
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
4,652
shares
|
$588,617
0.06% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
4,642
shares
|
$587,352
0.07% of portfolio
|
Q4 2023
Reduced 6.82%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
4,637
shares
|
$586,719
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,636
shares
|
$586,593
0.21% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,628
shares
|
$585,580
0.04% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,625
shares
|
$585,201
0.05% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,619
shares
|
$584,442
0.39% of portfolio
|
Q3 2024
Reduced 0.43%
|