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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
175,692
shares
|
$21.9 Million
1.98% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
173,653
shares
|
$21.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
173,467
shares
|
$21.7 Million
4.25% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
173,292
shares
|
$21.6 Million
3.99% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
171,835
shares
|
$21.5 Million
3.13% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
170,783
shares
|
$21.3 Million
8.23% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
170,633
shares
|
$21.3 Million
5.51% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
169,946
shares
|
$21.2 Million
0.54% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
169,858
shares
|
$21.2 Million
1.69% of portfolio
|
Q2 2023
Added 5.39%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
168,640
shares
|
$21.1 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
168,333
shares
|
$21 Million
13.42% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Twele Capital Management, Inc.
|
Oct 07, 2024 Q3 2024 |
168,186
shares
|
$21 Million
4.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
167,919
shares
|
$21 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
167,801
shares
|
$21 Million
0.25% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
166,559
shares
|
$20.8 Million
3.42% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
166,380
shares
|
$20.8 Million
5.88% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
166,280
shares
|
$20.8 Million
11.23% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
166,249
shares
|
$20.8 Million
2.24% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
166,217
shares
|
$20.8 Million
5.87% of portfolio
|
Q3 2024
Added 31.07%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
165,452
shares
|
$20.7 Million
1.79% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
165,372
shares
|
$20.7 Million
0.68% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
164,460
shares
|
$20.5 Million
6.94% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
161,951
shares
|
$20.2 Million
7.3% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
161,297
shares
|
$20.1 Million
7.79% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
160,808
shares
|
$20.1 Million
1.74% of portfolio
|
Q3 2024
Added 2.02%
|