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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
45,136
shares
|
$5.64 Million
0.67% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
45,044
shares
|
$5.63 Million
1.44% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
45,014
shares
|
$5.62 Million
0.18% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
44,796
shares
|
$5.59 Million
2.55% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
44,771
shares
|
$5.59 Million
1.97% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
44,684
shares
|
$5.58 Million
2.93% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
44,607
shares
|
$5.57 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
44,481
shares
|
$5.56 Million
0.23% of portfolio
|
Q3 2024
Reduced 23.48%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
44,007
shares
|
$5.5 Million
2.89% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
43,603
shares
|
$5.45 Million
1.2% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
43,538
shares
|
$5.44 Million
0.06% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
43,498
shares
|
$5.43 Million
2.97% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
43,297
shares
|
$5.41 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
43,068
shares
|
$5.38 Million
0.73% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
42,931
shares
|
$5.36 Million
1.99% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
42,631
shares
|
$5.32 Million
0.46% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
42,623
shares
|
$5.32 Million
0.57% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
42,305
shares
|
$5.28 Million
6.8% of portfolio
|
Q4 2022
New holding
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
42,260
shares
|
$5.28 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
41,774
shares
|
$5.22 Million
2.24% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
41,765
shares
|
$5.22 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
41,748
shares
|
$5.21 Million
2.15% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
41,689
shares
|
$5.21 Million
0.16% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
41,569
shares
|
$5.19 Million
2.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
41,545
shares
|
$5.19 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.33%
|