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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,389
shares
|
$555,340
0.1% of portfolio
|
Q3 2024
Added 45.43%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
4,389
shares
|
$555,340
0.23% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
4,385
shares
|
$554,834
0.03% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
4,380
shares
|
$554,201
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
4,360
shares
|
$551,670
0.15% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
4,358
shares
|
$551,417
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,343
shares
|
$549,519
0.23% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
4,340
shares
|
$549,140
0.18% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
4,338
shares
|
$548,887
0.21% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
4,337
shares
|
$548,760
0.07% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,326
shares
|
$547,368
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
4,316
shares
|
$546,103
0.45% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
4,313
shares
|
$545,723
0.33% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
4,311
shares
|
$545,470
0.15% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,308
shares
|
$545,091
0.39% of portfolio
|
Q1 2023
Reduced 9.02%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
4,306
shares
|
$544,838
0.46% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$544,079
0.11% of portfolio
|
Q1 2024
Reduced 76.69%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,299
shares
|
$543,952
0.2% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
4,297
shares
|
$543,699
0.15% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
4,292
shares
|
$543,066
0.33% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$542,434
0.11% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
4,285
shares
|
$542,181
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
4,280
shares
|
$541,548
0.23% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
4,276
shares
|
$541,042
0.27% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$539,776
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|