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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
105,513
shares
|
$13.2 Million
2.77% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
105,319
shares
|
$13.2 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
105,190
shares
|
$13.1 Million
5.19% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
105,052
shares
|
$13.1 Million
1.71% of portfolio
|
Q3 2024
Added 2082.67%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
104,838
shares
|
$13.1 Million
3.49% of portfolio
|
Q3 2024
Reduced 11.91%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
104,779
shares
|
$13.1 Million
0.85% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
104,439
shares
|
$13 Million
2.92% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
103,881
shares
|
$13 Million
3.56% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103,156
shares
|
$12.9 Million
0.8% of portfolio
|
Q4 2022
Reduced 6.89%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
102,953
shares
|
$12.9 Million
8.15% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
102,453
shares
|
$12.8 Million
0.55% of portfolio
|
Q3 2024
Added 275.92%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
102,266
shares
|
$12.8 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
102,244
shares
|
$12.8 Million
3.89% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
101,940
shares
|
$12.7 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
101,886
shares
|
$12.7 Million
0.26% of portfolio
|
Q3 2024
Added 60.86%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
100,980
shares
|
$12.6 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
100,500
shares
|
$12.6 Million
2.69% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
100,050
shares
|
$12.5 Million
0.41% of portfolio
|
Q1 2023
Added 3.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
99,873
shares
|
$12.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
99,771
shares
|
$12.5 Million
0.66% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
99,524
shares
|
$12.4 Million
6.24% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
99,045
shares
|
$12.4 Million
1.95% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
98,785
shares
|
$12.3 Million
0.48% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
98,784
shares
|
$12.3 Million
1.9% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
98,748
shares
|
$12.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.42%
|