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 |
|---|---|---|---|---|---|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
31,153
shares
|
$3.89 Million
1.1% of portfolio
|
Q2 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
31,151
shares
|
$3.89 Million
0.67% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
31,092
shares
|
$3.88 Million
0.47% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
31,070
shares
|
$3.88 Million
0.39% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,049
shares
|
$3.88 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,995
shares
|
$3.87 Million
0.44% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
30,855
shares
|
$3.85 Million
2.83% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
30,844
shares
|
$3.85 Million
1.85% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
30,788
shares
|
$3.85 Million
0.3% of portfolio
|
Q2 2024
Added 73.36%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
30,769
shares
|
$3.84 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
30,716
shares
|
$3.84 Million
0.53% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
30,634
shares
|
$3.83 Million
0.76% of portfolio
|
Q3 2024
Added 47.07%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
30,558
shares
|
$3.82 Million
1.9% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
30,548
shares
|
$3.82 Million
2.18% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
30,480
shares
|
$3.81 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
30,423
shares
|
$3.8 Million
1.03% of portfolio
|
Q3 2024
Added 918.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
30,376
shares
|
$3.79 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
30,358
shares
|
$3.79 Million
0.51% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
30,316
shares
|
$3.79 Million
0.5% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
30,265
shares
|
$3.78 Million
0.04% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
30,227
shares
|
$3.78 Million
0.03% of portfolio
|
Q3 2024
Added 631.71%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
30,206
shares
|
$3.77 Million
0.08% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wela Strategies, Inc.
|
Oct 17, 2024 Q3 2024 |
30,095
shares
|
$3.76 Million
1.54% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
29,915
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
29,907
shares
|
$3.74 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.83%
|