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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
82,664
shares
|
$10.3 Million
1.13% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
82,536
shares
|
$10.3 Million
0.42% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
82,514
shares
|
$10.3 Million
2.9% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
82,023
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
82,015
shares
|
$10.2 Million
0.14% of portfolio
|
Q3 2024
Added 12734.9%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
81,956
shares
|
$10.2 Million
2.16% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
81,317
shares
|
$10.2 Million
0.32% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
81,299
shares
|
$10.2 Million
2.68% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
80,975
shares
|
$10.1 Million
0.34% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
80,907
shares
|
$10.1 Million
0.44% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
80,544
shares
|
$10.1 Million
2.49% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
80,495
shares
|
$10.1 Million
2.84% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
79,940
shares
|
$9.98 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
79,472
shares
|
$9.93 Million
0.64% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
79,432
shares
|
$9.92 Million
0.21% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
79,403
shares
|
$9.92 Million
0.1% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
79,153
shares
|
$9.89 Million
0.48% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
79,072
shares
|
$9.88 Million
5.39% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
78,205
shares
|
$9.77 Million
5.84% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$9.76 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
77,322
shares
|
$9.66 Million
1.67% of portfolio
|
Q3 2023
Reduced 59.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
77,239
shares
|
$9.65 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
77,122
shares
|
$9.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
76,949
shares
|
$9.61 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
76,723
shares
|
$9.58 Million
1.58% of portfolio
|
Q3 2024
Added 1.8%
|