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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
36,283
shares
|
$4.53 Million
0.33% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
36,255
shares
|
$4.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
36,066
shares
|
$4.5 Million
1.63% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
36,016
shares
|
$4.5 Million
0.48% of portfolio
|
Q3 2024
Added 22.85%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
35,973
shares
|
$4.49 Million
2.02% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
35,946
shares
|
$4.49 Million
2.39% of portfolio
|
Q3 2024
Reduced 46.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
35,858
shares
|
$4.48 Million
0.47% of portfolio
|
Q3 2024
Added 48.08%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
35,824
shares
|
$4.47 Million
0.37% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,750
shares
|
$4.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
35,491
shares
|
$4.43 Million
2.2% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
35,410
shares
|
$4.42 Million
1.78% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
35,319
shares
|
$4.41 Million
2.28% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
35,299
shares
|
$4.41 Million
0.1% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
35,271
shares
|
$4.4 Million
2.1% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
35,235
shares
|
$4.4 Million
3.04% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
35,233
shares
|
$4.4 Million
0.75% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
34,942
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
34,902
shares
|
$4.36 Million
1.46% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
34,860
shares
|
$4.35 Million
2.49% of portfolio
|
Q3 2024
Added 917.81%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
34,780
shares
|
$4.34 Million
2.3% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
34,771
shares
|
$4.34 Million
1.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
34,726
shares
|
$4.34 Million
3.94% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,699
shares
|
$4.33 Million
2.04% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
34,672
shares
|
$4.33 Million
2.08% of portfolio
|
Q3 2024
Reduced 53.08%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
34,645
shares
|
$4.33 Million
0.12% of portfolio
|
Q3 2024
Added 13.74%
|