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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
38,829
shares
|
$4.85 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
38,643
shares
|
$4.83 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
38,534
shares
|
$4.81 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
38,386
shares
|
$4.79 Million
0.25% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
38,353
shares
|
$4.79 Million
0.37% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
38,258
shares
|
$4.78 Million
1.97% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,076
shares
|
$4.76 Million
0.54% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
38,062
shares
|
$4.75 Million
1.31% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
37,950
shares
|
$4.74 Million
1.04% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
37,938
shares
|
$4.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
37,899
shares
|
$4.73 Million
0.08% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,802
shares
|
$4.72 Million
0.07% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
37,779
shares
|
$4.72 Million
0.14% of portfolio
|
Q3 2024
Added 90.32%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
37,726
shares
|
$4.71 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
37,298
shares
|
$4.66 Million
0.58% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
37,297
shares
|
$4.66 Million
1.2% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
37,100
shares
|
$4.63 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
36,999
shares
|
$4.62 Million
2.2% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
36,932
shares
|
$4.61 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
36,638
shares
|
$4.58 Million
0.27% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
36,620
shares
|
$4.57 Million
1.7% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
36,500
shares
|
$4.56 Million
2.22% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
36,462
shares
|
$4.55 Million
0.41% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
36,426
shares
|
$4.55 Million
2.61% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
36,352
shares
|
$4.54 Million
0.09% of portfolio
|
Q3 2024
Added 39.13%
|