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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,883
shares
|
$364,036
0.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,880
shares
|
$363,657
0.07% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
2,880
shares
|
$363,657
0.11% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,879
shares
|
$363,531
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
2,868
shares
|
$362,142
0.1% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,859
shares
|
$361,005
0.18% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$359,869
0.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$359,490
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,839
shares
|
$358,480
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,836
shares
|
$358,101
0.04% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,825
shares
|
$356,712
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
2,822
shares
|
$356,333
0.13% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,814
shares
|
$355,323
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,814
shares
|
$355,323
0.24% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
2,811
shares
|
$354,944
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
2,807
shares
|
$354,439
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
2,806
shares
|
$354,313
0.12% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
2,801
shares
|
$353,682
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,801
shares
|
$353,682
0.14% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,796
shares
|
$353,050
0.18% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$352,924
0.04% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,790
shares
|
$352,293
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,775
shares
|
$350,399
0.21% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
2,761
shares
|
$348,631
0.21% of portfolio
|
Q3 2024
Added 37.57%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,756
shares
|
$348,000
0.02% of portfolio
|
Q3 2022
Reduced 6.77%
|