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 |
|---|---|---|---|---|---|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
64,012
shares
|
$7.99 Million
2.48% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
63,905
shares
|
$7.98 Million
1.24% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
63,783
shares
|
$7.97 Million
0.06% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
63,672
shares
|
$7.95 Million
0.73% of portfolio
|
Q2 2023
Reduced 31.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
63,499
shares
|
$7.93 Million
0.4% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
63,350
shares
|
$7.91 Million
0.65% of portfolio
|
Q3 2024
Reduced 19.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
63,165
shares
|
$7.89 Million
0.23% of portfolio
|
Q3 2024
Reduced 12.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
63,156
shares
|
$7.89 Million
0.35% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
63,085
shares
|
$7.88 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
62,583
shares
|
$7.82 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
62,502
shares
|
$7.81 Million
1.18% of portfolio
|
Q3 2022
Reduced 56.95%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
61,889
shares
|
$7.73 Million
1.14% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
61,858
shares
|
$7.73 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
61,688
shares
|
$7.7 Million
0.44% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
61,593
shares
|
$7.69 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
61,479
shares
|
$7.68 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
61,441
shares
|
$7.67 Million
1.48% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
61,194
shares
|
$7.64 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
60,884
shares
|
$7.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
60,696
shares
|
$7.58 Million
0.55% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
60,657
shares
|
$7.58 Million
0.33% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
59,999
shares
|
$7.49 Million
1.08% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
59,910
shares
|
$7.48 Million
1.42% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
59,298
shares
|
$7.41 Million
1.17% of portfolio
|
Q3 2024
Added 28.4%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
59,178
shares
|
$7.39 Million
1.83% of portfolio
|
Q3 2024
Added 2.47%
|