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 |
|---|---|---|---|---|---|
|
Marvin & Palmer Associates Inc
Wilmington, DE |
Nov 13, 2024 Q3 2024 |
32,655
shares
|
$4.08 Million
3.2% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
32,592
shares
|
$4.07 Million
0.73% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
32,469
shares
|
$4.06 Million
1.94% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,451
shares
|
$4.05 Million
0.37% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
32,347
shares
|
$4.04 Million
0.5% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
32,193
shares
|
$4.02 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
32,098
shares
|
$4.01 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
32,044
shares
|
$4 Million
0.92% of portfolio
|
Q3 2024
Reduced 16.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
31,859
shares
|
$3.98 Million
0.24% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
31,852
shares
|
$3.98 Million
0.14% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
31,791
shares
|
$3.97 Million
2.45% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
31,757
shares
|
$3.97 Million
0.33% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
31,675
shares
|
$3.96 Million
0.2% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
31,649
shares
|
$3.95 Million
0.41% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
31,630
shares
|
$3.95 Million
1.37% of portfolio
|
Q3 2024
Added 37.73%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
31,560
shares
|
$3.94 Million
1.2% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,528
shares
|
$3.94 Million
0.22% of portfolio
|
Q4 2023
Reduced 34.87%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
31,484
shares
|
$3.93 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
31,433
shares
|
$3.93 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
31,384
shares
|
$3.92 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
31,375
shares
|
$3.92 Million
0.11% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
31,344
shares
|
$3.91 Million
0.58% of portfolio
|
Q3 2024
Added 82.24%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
31,285
shares
|
$3.91 Million
2.97% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
31,185
shares
|
$3.89 Million
2.14% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
31,183
shares
|
$3.89 Million
0.27% of portfolio
|
Q3 2024
Added 0.4%
|