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 2,566 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
2,498
shares
|
$311,975
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
2,488
shares
|
$310,726
0.26% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
2,483
shares
|
$310,101
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
2,477
shares
|
$309,352
0.01% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
2,476
shares
|
$309,227
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
2,473
shares
|
$308,852
0.13% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,464
shares
|
$307,728
0.05% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,462
shares
|
$307,479
0.03% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,446
shares
|
$305,480
0.08% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,445
shares
|
$305,356
0.24% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
2,445
shares
|
$305,356
0.14% of portfolio
|
Q3 2024
Added 29.71%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
2,444
shares
|
$305,231
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,442
shares
|
$304,981
0.09% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
2,442
shares
|
$304,981
0.18% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,437
shares
|
$304,356
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,431
shares
|
$303,607
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,426
shares
|
$302,983
0.1% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$302,858
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$302,858
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,419
shares
|
$302,108
0.1% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,418
shares
|
$301,984
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$301,734
0.12% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,409
shares
|
$300,860
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
2,400
shares
|
$299,736
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$299,236
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|