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 |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
34,462
shares
|
$4.3 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
34,409
shares
|
$4.3 Million
1.49% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
34,337
shares
|
$4.29 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
34,332
shares
|
$4.29 Million
2.33% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
34,024
shares
|
$4.25 Million
0.15% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
33,956
shares
|
$4.24 Million
0.05% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
33,951
shares
|
$4.24 Million
0.3% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
33,892
shares
|
$4.23 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
33,844
shares
|
$4.23 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$4.22 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
33,658
shares
|
$4.2 Million
2.78% of portfolio
|
Q3 2024
Added 617.65%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
33,620
shares
|
$4.2 Million
1.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
33,436
shares
|
$4.18 Million
1.17% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
33,411
shares
|
$4.17 Million
1.57% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
33,402
shares
|
$4.17 Million
0.16% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
33,290
shares
|
$4.16 Million
10.73% of portfolio
|
Q2 2024
Added 5.72%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
33,205
shares
|
$4.15 Million
0.33% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
33,117
shares
|
$4.14 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
33,029
shares
|
$4.12 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
33,027
shares
|
$4.12 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
32,965
shares
|
$4.12 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
32,903
shares
|
$4.11 Million
1.71% of portfolio
|
Q4 2023
Reduced 66.56%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
32,825
shares
|
$4.1 Million
2.26% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
32,710
shares
|
$4.09 Million
0.16% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
32,666
shares
|
$4.08 Million
0.14% of portfolio
|
Q3 2024
Added 95.69%
|