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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,720
shares
|
$470,691
0.1% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,705
shares
|
$468,793
0.08% of portfolio
|
Q3 2024
Reduced 50.43%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
3,702
shares
|
$468,414
0.23% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
3,691
shares
|
$467,022
0.02% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
3,688
shares
|
$466,642
0.38% of portfolio
|
Q3 2024
Added 21.36%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
3,688
shares
|
$466,642
0.19% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,687
shares
|
$466,516
0.22% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
3,662
shares
|
$463,352
0.04% of portfolio
|
Q3 2024
Added 88.57%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
3,650
shares
|
$461,834
0.13% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
3,646
shares
|
$461,328
0.31% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,640
shares
|
$460,569
0.1% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
3,639
shares
|
$460,442
0.11% of portfolio
|
Q1 2024
Added 186.76%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
3,633
shares
|
$459,683
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,629
shares
|
$459,177
0.12% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,625
shares
|
$458,671
0.05% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
3,606
shares
|
$456,267
0.02% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
3,604
shares
|
$456,014
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,599
shares
|
$455,381
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
3,598
shares
|
$455,254
0.05% of portfolio
|
Q3 2024
Added 55.42%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$454,875
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,581
shares
|
$453,103
0.63% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
3,557
shares
|
$450,067
0.14% of portfolio
|
Q3 2024
Reduced 49.85%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
3,552
shares
|
$449,434
0.07% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,549
shares
|
$449,054
0.03% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
3,545
shares
|
$448,548
0.24% of portfolio
|
Q3 2024
Reduced 8.47%
|