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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
90,444
shares
|
$11.3 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
90,196
shares
|
$11.3 Million
0.97% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
90,109
shares
|
$11.3 Million
2.28% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
89,986
shares
|
$11.2 Million
2.51% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
89,696
shares
|
$11.2 Million
4.33% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
89,375
shares
|
$11.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
89,046
shares
|
$11.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
88,911
shares
|
$11.1 Million
4.31% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
87,573
shares
|
$10.9 Million
0.29% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
87,125
shares
|
$10.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
85,865
shares
|
$10.7 Million
1.88% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
85,509
shares
|
$10.7 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
85,509
shares
|
$10.7 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
85,175
shares
|
$10.6 Million
1.46% of portfolio
|
Q3 2022
Added 49.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
85,099
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
84,896
shares
|
$10.6 Million
5.47% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
84,726
shares
|
$10.6 Million
5.03% of portfolio
|
Q3 2024
Added 13.79%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
84,474
shares
|
$10.5 Million
2.52% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
84,461
shares
|
$10.5 Million
3.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
84,310
shares
|
$10.5 Million
2.77% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
84,094
shares
|
$10.5 Million
0.64% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,967
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
83,643
shares
|
$10.4 Million
2.38% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
83,530
shares
|
$10.4 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.69%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
83,391
shares
|
$10.4 Million
6.2% of portfolio
|
Q3 2024
Added 2.03%
|