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 |
|---|---|---|---|---|---|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
3,156
shares
|
$398,508
0.04% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,151
shares
|
$397,876
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,147
shares
|
$397,371
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
3,144
shares
|
$396,992
0.19% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
3,141
shares
|
$396,614
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
3,135
shares
|
$395,856
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,126
shares
|
$394,720
0.01% of portfolio
|
Q3 2024
Added 56.53%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
3,126
shares
|
$394,720
0.19% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,123
shares
|
$394,341
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,122
shares
|
$394,214
0.02% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,111
shares
|
$392,825
0.03% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
3,111
shares
|
$392,825
0.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
3,107
shares
|
$392,320
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
3,085
shares
|
$389,542
0.24% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
3,083
shares
|
$389,290
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
3,081
shares
|
$389,037
0.04% of portfolio
|
Q3 2023
Added 0.69%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
3,081
shares
|
$389,037
0.23% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
3,074
shares
|
$388,153
0.15% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,055
shares
|
$385,754
0.03% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
3,053
shares
|
$385,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,053
shares
|
$385,502
0.1% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
3,030
shares
|
$382,598
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,018
shares
|
$381,082
0.09% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$379,820
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
3,001
shares
|
$378,936
0.11% of portfolio
|
Q3 2024
Added 0.4%
|