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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
58,909
shares
|
$7.36 Million
1.72% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
58,425
shares
|
$7.3 Million
3.97% of portfolio
|
Q3 2024
Added 50.68%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
58,163
shares
|
$7.26 Million
2.13% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
57,904
shares
|
$7.23 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
57,814
shares
|
$7.22 Million
4.46% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
57,795
shares
|
$7.22 Million
1.94% of portfolio
|
Q3 2024
Reduced 28.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
57,729
shares
|
$7.21 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
57,522
shares
|
$7.18 Million
2.74% of portfolio
|
Q3 2024
Added 2244.97%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
57,469
shares
|
$7.18 Million
5.33% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Mtc Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
57,325
shares
|
$7.16 Million
3.05% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
56,993
shares
|
$7.12 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
56,899
shares
|
$7.11 Million
0.38% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
56,775
shares
|
$7.09 Million
4.05% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
56,748
shares
|
$7.09 Million
4.7% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
56,441
shares
|
$7.05 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
56,358
shares
|
$7.04 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
55,508
shares
|
$6.93 Million
0.76% of portfolio
|
Q3 2024
Added 38.83%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
55,489
shares
|
$6.93 Million
2.57% of portfolio
|
Q3 2023
Added 9.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
55,382
shares
|
$6.92 Million
0.07% of portfolio
|
Q3 2024
Added 39.19%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
55,205
shares
|
$6.89 Million
1.95% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
55,145
shares
|
$6.89 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
54,879
shares
|
$6.85 Million
0.47% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
54,691
shares
|
$6.83 Million
1.98% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
54,677
shares
|
$6.83 Million
2.0% of portfolio
|
Q3 2024
Reduced 60.88%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
54,636
shares
|
$6.82 Million
0.22% of portfolio
|
Q3 2024
Reduced 9.24%
|