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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
118,136
shares
|
$14.8 Million
5.71% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
117,657
shares
|
$14.7 Million
0.28% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
117,615
shares
|
$14.7 Million
3.65% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
117,450
shares
|
$14.7 Million
5.06% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
117,136
shares
|
$14.6 Million
4.58% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
116,987
shares
|
$14.6 Million
4.76% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
116,540
shares
|
$14.6 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
116,505
shares
|
$14.6 Million
1.12% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
116,500
shares
|
$14.5 Million
0.06% of portfolio
|
Q3 2024
Added 36.26%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
116,352
shares
|
$14.5 Million
1.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
116,349
shares
|
$14.5 Million
5.16% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
115,901
shares
|
$14.5 Million
5.92% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
115,814
shares
|
$14.5 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
115,530
shares
|
$14.4 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
115,426
shares
|
$14.4 Million
4.78% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
115,392
shares
|
$14.4 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
115,215
shares
|
$14.4 Million
4.76% of portfolio
|
Q3 2024
Added 29748.45%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
115,138
shares
|
$14.4 Million
4.84% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
115,066
shares
|
$14.4 Million
0.33% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
114,405
shares
|
$14.3 Million
2.62% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
114,335
shares
|
$14.3 Million
5.97% of portfolio
|
Q4 2022
Added 2.91%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
114,283
shares
|
$14.3 Million
6.8% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
114,230
shares
|
$14.3 Million
5.07% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
112,951
shares
|
$14.1 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
112,059
shares
|
$14 Million
0.18% of portfolio
|
Q3 2024
New holding
|