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 |
|---|---|---|---|---|---|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
1,836
shares
|
$229,298
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,836
shares
|
$229,298
0.04% of portfolio
|
Q3 2024
Reduced 46.71%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,835
shares
|
$229,173
0.29% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
1,833
shares
|
$228,923
0.04% of portfolio
|
Q3 2024
Reduced 20.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,828
shares
|
$228,298
0.0% of portfolio
|
Q2 2024
Added 20.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,828
shares
|
$228,298
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,826
shares
|
$228,049
0.03% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,819
shares
|
$227,174
0.02% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,818
shares
|
$227,050
0.1% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
1,813
shares
|
$226,425
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
1,812
shares
|
$226,300
0.03% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
1,810
shares
|
$226,050
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
1,806
shares
|
$225,551
0.03% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
1,800
shares
|
$224,802
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$224,802
0.03% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,791
shares
|
$223,677
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
1,788
shares
|
$223,303
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,784
shares
|
$222,803
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,778
shares
|
$222,054
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$222,054
0.0% of portfolio
|
Q3 2024
Reduced 42.18%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,776
shares
|
$221,804
0.09% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,771
shares
|
$221,180
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$219,931
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,760
shares
|
$219,806
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$219,431
0.12% of portfolio
|
Q3 2024
New holding
|