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 |
|---|---|---|---|---|---|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
67,301
shares
|
$8.41 Million
2.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
66,950
shares
|
$8.36 Million
4.39% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
66,855
shares
|
$8.35 Million
0.85% of portfolio
|
Q1 2024
Added 8.41%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
66,642
shares
|
$8.32 Million
3.22% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Oct 07, 2024 Q3 2024 |
66,549
shares
|
$8.31 Million
6.97% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
66,335
shares
|
$8.28 Million
2.31% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
66,032
shares
|
$8.25 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
65,990
shares
|
$8.24 Million
1.67% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
65,797
shares
|
$8.22 Million
2.38% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
65,698
shares
|
$8.21 Million
0.37% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
65,684
shares
|
$8.2 Million
1.61% of portfolio
|
Q1 2024
New holding
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
65,601
shares
|
$8.19 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
65,600
shares
|
$8.19 Million
0.39% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
65,522
shares
|
$8.18 Million
0.23% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
65,438
shares
|
$8.17 Million
0.05% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
65,253
shares
|
$8.15 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
65,251
shares
|
$8.15 Million
0.22% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
65,200
shares
|
$8.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
65,079
shares
|
$8.13 Million
2.58% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
65,067
shares
|
$8.13 Million
3.45% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
64,636
shares
|
$8.07 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,399
shares
|
$8.04 Million
0.25% of portfolio
|
Q3 2023
Added 252.43%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
64,322
shares
|
$8.03 Million
6.36% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Oct 17, 2024 Q3 2024 |
64,305
shares
|
$8.03 Million
4.97% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
64,146
shares
|
$8.01 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.95%
|