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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,672
shares
|
$9.58 Million
0.26% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
76,493
shares
|
$9.55 Million
3.91% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76,267
shares
|
$9.52 Million
0.38% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
76,139
shares
|
$9.51 Million
0.2% of portfolio
|
Q3 2022
Reduced 90.17%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
76,108
shares
|
$9.51 Million
2.21% of portfolio
|
Q3 2024
Added 357.93%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
75,939
shares
|
$9.48 Million
5.05% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
75,505
shares
|
$9.43 Million
1.76% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Oct 03, 2024 Q3 2024 |
75,155
shares
|
$9.39 Million
7.17% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
74,677
shares
|
$9.33 Million
2.05% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
74,499
shares
|
$9.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
74,398
shares
|
$9.29 Million
0.73% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
73,988
shares
|
$9.24 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
73,790
shares
|
$9.22 Million
4.39% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
73,724
shares
|
$9.21 Million
0.32% of portfolio
|
Q2 2024
Added 24.89%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
73,455
shares
|
$9.17 Million
5.89% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
72,959
shares
|
$9.11 Million
1.06% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
72,542
shares
|
$9.06 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
72,334
shares
|
$9.03 Million
1.33% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
72,328
shares
|
$9.03 Million
0.35% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
72,165
shares
|
$9.01 Million
0.2% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
72,152
shares
|
$9.01 Million
1.43% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
71,920
shares
|
$8.98 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
71,653
shares
|
$8.95 Million
0.39% of portfolio
|
Q3 2022
Added 59.84%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
71,280
shares
|
$8.9 Million
6.12% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
71,237
shares
|
$8.9 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.82%
|