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 |
|---|---|---|---|---|---|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
4,250
shares
|
$537,752
0.04% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,249
shares
|
$537,625
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,243
shares
|
$536,866
0.15% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$535,854
0.06% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
4,230
shares
|
$535,221
0.4% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$534,083
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$533,956
0.09% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
4,220
shares
|
$533,956
0.1% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$532,058
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,201
shares
|
$531,552
0.06% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$531,299
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Argent Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
4,186
shares
|
$529,654
0.01% of portfolio
|
Q2 2023
Added 16.28%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
4,178
shares
|
$528,642
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,177
shares
|
$528,515
0.11% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
4,159
shares
|
$526,238
0.21% of portfolio
|
Q3 2024
Added 33.73%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 12, 2024 Q3 2024 |
4,158
shares
|
$526,111
0.29% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,157
shares
|
$525,985
0.2% of portfolio
|
Q3 2024
Added 56.28%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,145
shares
|
$524,466
0.14% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,144
shares
|
$524,340
0.09% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
4,143
shares
|
$524,213
0.07% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
4,132
shares
|
$522,821
0.13% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
4,123
shares
|
$521,683
0.04% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,122
shares
|
$521,556
0.08% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
4,114
shares
|
$520,544
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
4,111
shares
|
$520,164
0.06% of portfolio
|
Q3 2024
Added 12.23%
|