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 |
|---|---|---|---|---|---|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
98,184
shares
|
$12.3 Million
4.93% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
97,796
shares
|
$12.2 Million
3.25% of portfolio
|
Q3 2024
Reduced 25.03%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
97,784
shares
|
$12.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
97,614
shares
|
$12.2 Million
0.72% of portfolio
|
Q3 2024
Added 122.88%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
97,529
shares
|
$12.2 Million
6.05% of portfolio
|
Q3 2024
Added 46.58%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
97,469
shares
|
$12.2 Million
3.81% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
96,876
shares
|
$12.1 Million
0.36% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
96,568
shares
|
$12.1 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
96,485
shares
|
$12.1 Million
3.12% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
95,539
shares
|
$11.9 Million
1.99% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
95,167
shares
|
$11.9 Million
1.54% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
94,868
shares
|
$11.8 Million
1.23% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
94,733
shares
|
$11.8 Million
6.3% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
94,587
shares
|
$11.8 Million
1.74% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
94,275
shares
|
$11.8 Million
3.65% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
93,984
shares
|
$11.7 Million
2.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
93,606
shares
|
$11.7 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
92,615
shares
|
$11.6 Million
7.74% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
92,578
shares
|
$11.6 Million
0.27% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
92,517
shares
|
$11.6 Million
0.28% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
91,843
shares
|
$11.5 Million
5.54% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
91,743
shares
|
$11.5 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
90,960
shares
|
$11.4 Million
0.47% of portfolio
|
Q3 2024
Added 59.93%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
90,815
shares
|
$11.3 Million
8.29% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
90,652
shares
|
$11.3 Million
1.34% of portfolio
|
Q3 2024
Added 68.11%
|