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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
48,118
shares
|
$6.08 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
48,031
shares
|
$6.06 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
47,808
shares
|
$6.04 Million
2.87% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
47,665
shares
|
$6.02 Million
1.06% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
47,609
shares
|
$6.01 Million
3.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
47,208
shares
|
$5.96 Million
2.64% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
46,930
shares
|
$5.93 Million
0.72% of portfolio
|
Q3 2024
Added 16.47%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
46,628
shares
|
$5.89 Million
2.37% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
46,613
shares
|
$5.89 Million
0.09% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
46,450
shares
|
$5.87 Million
0.16% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
46,384
shares
|
$5.86 Million
1.0% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
46,291
shares
|
$5.85 Million
1.58% of portfolio
|
Q3 2024
Added 93.41%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
46,281
shares
|
$5.84 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
46,247
shares
|
$5.84 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
46,100
shares
|
$5.82 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
46,047
shares
|
$5.81 Million
0.12% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
45,993
shares
|
$5.81 Million
0.31% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
45,931
shares
|
$5.8 Million
0.63% of portfolio
|
Q3 2024
Added 51.17%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$5.79 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
45,859
shares
|
$5.79 Million
0.77% of portfolio
|
Q3 2024
Added 25.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
45,848
shares
|
$5.79 Million
0.08% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
45,594
shares
|
$5.76 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
45,505
shares
|
$5.75 Million
2.14% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
45,490
shares
|
$5.74 Million
0.96% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
45,368
shares
|
$5.73 Million
1.89% of portfolio
|
Q3 2024
New holding
|