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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$62,445
0.01% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
496
shares
|
$61,945
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
495
shares
|
$61,820
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$61,695
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
489
shares
|
$61,071
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$60,196
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
475
shares
|
$59,322
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
474
shares
|
$59,197
0.0% of portfolio
|
Q2 2024
Added 21.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
474
shares
|
$59,197
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
473
shares
|
$59,072
0.04% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
455
shares
|
$56,824
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
446
shares
|
$55,700
0.04% of portfolio
|
Q3 2024
Reduced 47.84%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
444
shares
|
$55,451
0.03% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
409
shares
|
$51,080
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
387
shares
|
$48,332
0.04% of portfolio
|
Q3 2024
Reduced 92.32%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
380
shares
|
$47,458
0.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
375
shares
|
$46,833
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
369
shares
|
$46,084
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$45,459
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
351
shares
|
$43,836
0.02% of portfolio
|
Q2 2024
Reduced 83.61%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
338
shares
|
$42,212
0.01% of portfolio
|
Q1 2022
Reduced 54.2%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$42,212
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$42,087
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
330
shares
|
$41,213
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
326
shares
|
$40,714
0.02% of portfolio
|
Q2 2024
Reduced 33.6%
|