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 |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
315
shares
|
$39,340
0.0% of portfolio
|
Q4 2022
Added 293.75%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
307
shares
|
$38,341
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
299
shares
|
$37,342
0.01% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
298
shares
|
$37,217
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
297
shares
|
$37,092
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
291
shares
|
$36,342
0.02% of portfolio
|
Q1 2024
Added 68.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
290
shares
|
$36,218
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
280
shares
|
$34,969
0.01% of portfolio
|
Q4 2023
Reduced 31.71%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
280
shares
|
$34,969
0.01% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
276
shares
|
$34,469
0.01% of portfolio
|
Q2 2024
Reduced 39.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
271
shares
|
$33,845
0.01% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
263
shares
|
$32,846
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$31,222
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
239
shares
|
$29,848
0.02% of portfolio
|
Q4 2023
Reduced 9.13%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
239
shares
|
$29,848
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
236
shares
|
$29,474
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
235
shares
|
$29,349
0.01% of portfolio
|
Q3 2024
Reduced 87.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$28,849
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
230
shares
|
$28,724
0.02% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
225
shares
|
$28,100
0.01% of portfolio
|
Q4 2023
Added 294.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
217
shares
|
$27,101
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
210
shares
|
$26,226
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$25,477
0.01% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
200
shares
|
$24,978
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
193
shares
|
$24,103
0.01% of portfolio
|
Q2 2022
Added 264.15%
|