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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
54,571
shares
|
$6.82 Million
0.63% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
54,433
shares
|
$6.8 Million
2.56% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
54,179
shares
|
$6.77 Million
0.82% of portfolio
|
Q3 2024
Added 1746.59%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
54,157
shares
|
$6.76 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
54,147
shares
|
$6.76 Million
0.25% of portfolio
|
Q3 2024
Added 106.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,006
shares
|
$6.74 Million
0.19% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
53,584
shares
|
$6.69 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
53,546
shares
|
$6.69 Million
0.4% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
53,289
shares
|
$6.66 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
52,897
shares
|
$6.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
52,872
shares
|
$6.6 Million
0.21% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
52,694
shares
|
$6.58 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
52,518
shares
|
$6.56 Million
1.98% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
52,230
shares
|
$6.52 Million
4.58% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
52,229
shares
|
$6.52 Million
2.09% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
52,223
shares
|
$6.52 Million
1.87% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
51,902
shares
|
$6.48 Million
0.68% of portfolio
|
Q3 2024
Reduced 48.92%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
51,865
shares
|
$6.48 Million
0.54% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
51,847
shares
|
$6.48 Million
2.6% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
51,767
shares
|
$6.47 Million
0.25% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
51,726
shares
|
$6.46 Million
0.65% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
51,655
shares
|
$6.45 Million
2.23% of portfolio
|
Q3 2024
Added 36.25%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
51,097
shares
|
$6.38 Million
0.73% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
50,983
shares
|
$6.37 Million
2.67% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
50,945
shares
|
$6.36 Million
0.38% of portfolio
|
Q2 2024
Reduced 8.83%
|