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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,969
shares
|
$248,389
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,964
shares
|
$247,758
0.04% of portfolio
|
Q3 2024
Reduced 12.2%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,961
shares
|
$247,380
0.12% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,957
shares
|
$246,875
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,952
shares
|
$246,244
0.13% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
1,946
shares
|
$245,487
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
1,945
shares
|
$245,361
0.04% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
1,938
shares
|
$244,478
0.12% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
1,934
shares
|
$243,974
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
1,929
shares
|
$243,343
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,927
shares
|
$243,091
0.05% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,920
shares
|
$242,208
0.08% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
1,914
shares
|
$241,451
0.04% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
1,912
shares
|
$241,198
0.0% of portfolio
|
Q3 2024
Reduced 47.92%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,910
shares
|
$240,946
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Moody Aldrich Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,900
shares
|
$239,685
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$239,685
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,897
shares
|
$239,306
0.06% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
1,885
shares
|
$237,792
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
1,876
shares
|
$236,657
0.14% of portfolio
|
Q1 2024
Added 1.41%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,863
shares
|
$235,017
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
1,858
shares
|
$234,386
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$234,134
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,848
shares
|
$233,125
0.06% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,843
shares
|
$232,494
0.14% of portfolio
|
Q3 2024
New holding
|