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 |
|---|---|---|---|---|---|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
70,929
shares
|
$8.86 Million
1.05% of portfolio
|
Q3 2024
Added 23.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
70,693
shares
|
$8.83 Million
0.84% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
70,419
shares
|
$8.79 Million
8.72% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
70,075
shares
|
$8.75 Million
0.65% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
70,037
shares
|
$8.75 Million
0.29% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
69,874
shares
|
$8.73 Million
1.71% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
69,816
shares
|
$8.72 Million
1.37% of portfolio
|
Q3 2024
Reduced 44.83%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
69,766
shares
|
$8.71 Million
1.74% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
69,621
shares
|
$8.69 Million
1.13% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
69,573
shares
|
$8.69 Million
2.67% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
69,035
shares
|
$8.62 Million
2.33% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
68,795
shares
|
$8.59 Million
5.68% of portfolio
|
Q3 2024
Added 134.03%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
68,668
shares
|
$8.58 Million
4.28% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
68,652
shares
|
$8.57 Million
4.11% of portfolio
|
Q3 2024
Reduced 25.82%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,467
shares
|
$8.55 Million
0.06% of portfolio
|
Q3 2024
Reduced 34.21%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
68,442
shares
|
$8.55 Million
2.52% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
68,435
shares
|
$8.55 Million
6.63% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
68,015
shares
|
$8.49 Million
5.31% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
67,920
shares
|
$8.48 Million
0.53% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
67,808
shares
|
$8.47 Million
1.46% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
67,746
shares
|
$8.46 Million
0.79% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
67,660
shares
|
$8.45 Million
2.81% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,621
shares
|
$8.45 Million
0.25% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
67,527
shares
|
$8.43 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
67,349
shares
|
$8.41 Million
0.06% of portfolio
|
Q3 2024
Added 52.83%
|