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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
160,672
shares
|
$20.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
160,546
shares
|
$20.1 Million
6.58% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
159,539
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2024
Added 316.14%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
159,245
shares
|
$19.9 Million
0.66% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
158,676
shares
|
$19.8 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
158,404
shares
|
$19.8 Million
1.55% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
158,306
shares
|
$19.8 Million
4.81% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
New England Professional Planning Group Inc.
|
Oct 09, 2024 Q3 2024 |
156,404
shares
|
$19.5 Million
9.07% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
155,159
shares
|
$19.4 Million
0.54% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
154,656
shares
|
$19.3 Million
5.2% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
154,646
shares
|
$19.3 Million
0.76% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
154,078
shares
|
$19.2 Million
1.43% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
153,581
shares
|
$19.2 Million
0.26% of portfolio
|
Q3 2024
Added 65.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
153,436
shares
|
$19.2 Million
1.21% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
153,409
shares
|
$19.2 Million
11.72% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
153,390
shares
|
$19.2 Million
0.53% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
153,154
shares
|
$19.1 Million
1.11% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
152,980
shares
|
$19.1 Million
1.46% of portfolio
|
Q3 2024
Added 51.01%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
151,330
shares
|
$18.9 Million
3.5% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
151,184
shares
|
$18.9 Million
4.1% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
150,440
shares
|
$18.8 Million
0.65% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
150,176
shares
|
$18.8 Million
0.88% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
150,000
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
149,930
shares
|
$18.7 Million
2.89% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
149,817
shares
|
$18.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.88%
|