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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
50,762
shares
|
$6.34 Million
0.54% of portfolio
|
Q3 2024
Added 26.45%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
50,760
shares
|
$6.34 Million
0.45% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
50,756
shares
|
$6.34 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
50,662
shares
|
$6.33 Million
1.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
50,513
shares
|
$6.31 Million
0.66% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
50,476
shares
|
$6.3 Million
0.54% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
50,452
shares
|
$6.3 Million
1.26% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
50,174
shares
|
$6.27 Million
4.99% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
50,128
shares
|
$6.26 Million
2.52% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
50,006
shares
|
$6.25 Million
0.71% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
49,659
shares
|
$6.2 Million
0.55% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
49,545
shares
|
$6.19 Million
0.56% of portfolio
|
Q3 2024
Reduced 77.67%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
49,206
shares
|
$6.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
49,182
shares
|
$6.14 Million
3.07% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
49,102
shares
|
$6.13 Million
0.36% of portfolio
|
Q3 2024
Added 408.72%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
49,004
shares
|
$6.12 Million
0.61% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
48,962
shares
|
$6.11 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
48,815
shares
|
$6.1 Million
3.86% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
48,720
shares
|
$6.08 Million
1.75% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
48,426
shares
|
$6.05 Million
0.09% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
48,407
shares
|
$6.05 Million
3.87% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
48,376
shares
|
$6.04 Million
1.67% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
48,368
shares
|
$6.04 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
48,201
shares
|
$6.02 Million
0.39% of portfolio
|
Q3 2024
Added 82.26%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
48,160
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.2%
|