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 2,565 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 $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
192
shares
|
$23,189
0.01% of portfolio
|
Q3 2024
Added 134.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
187
shares
|
$22,585
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
182
shares
|
$21,981
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
178
shares
|
$21,498
0.02% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
176
shares
|
$21,257
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
169
shares
|
$20,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
164
shares
|
$19,807
0.01% of portfolio
|
Q4 2022
Reduced 2.96%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
164
shares
|
$19,807
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
163
shares
|
$19,687
0.01% of portfolio
|
Q2 2024
Added 35.83%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
160
shares
|
$19,324
0.01% of portfolio
|
Q1 2024
Added 60.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
157
shares
|
$18,962
0.52% of portfolio
|
Q3 2024
Reduced 99.07%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
155
shares
|
$18,720
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
154
shares
|
$18,600
0.01% of portfolio
|
Q2 2024
Reduced 81.8%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
154
shares
|
$18,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
154
shares
|
$18,600
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
150
shares
|
$18,117
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
148
shares
|
$17,875
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
147
shares
|
$17,754
0.01% of portfolio
|
Q1 2024
Added 34.86%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
140
shares
|
$16,909
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
139
shares
|
$16,788
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
138
shares
|
$16,667
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
135
shares
|
$16,305
0.01% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
135
shares
|
$16,305
0.0% of portfolio
|
Q3 2024
Reduced 40.53%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
132
shares
|
$15,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
130
shares
|
$15,701
0.01% of portfolio
|
Q3 2022
New holding
|