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 |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
128,693
shares
|
$16.1 Million
2.85% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
128,555
shares
|
$16.1 Million
3.38% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
127,859
shares
|
$16 Million
13.51% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
127,367
shares
|
$15.9 Million
1.72% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
126,981
shares
|
$15.9 Million
5.34% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
126,378
shares
|
$15.8 Million
2.83% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
126,257
shares
|
$15.8 Million
0.1% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Oct 29, 2024 Q3 2024 |
125,911
shares
|
$15.7 Million
2.7% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
125,873
shares
|
$15.7 Million
2.17% of portfolio
|
Q3 2023
Reduced 2.75%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
125,684
shares
|
$15.7 Million
2.62% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
124,915
shares
|
$15.6 Million
3.11% of portfolio
|
Q3 2024
Added 567695.44%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
124,233
shares
|
$15.5 Million
4.22% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
123,740
shares
|
$15.5 Million
0.38% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
123,358
shares
|
$15.4 Million
2.34% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
123,109
shares
|
$15.4 Million
0.45% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
122,928
shares
|
$15.4 Million
0.68% of portfolio
|
Q3 2024
Added 6043.33%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
122,653
shares
|
$15.3 Million
1.73% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
122,086
shares
|
$15.2 Million
2.97% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
121,939
shares
|
$15.2 Million
0.22% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
121,566
shares
|
$15.2 Million
4.16% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
121,511
shares
|
$15.2 Million
2.06% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
120,940
shares
|
$15.1 Million
6.99% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
120,114
shares
|
$15 Million
2.15% of portfolio
|
Q3 2024
Added 127.2%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
119,054
shares
|
$14.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 50.83%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
118,651
shares
|
$14.8 Million
0.37% of portfolio
|
Q1 2024
Added 0.15%
|