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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
29,818
shares
|
$3.72 Million
1.52% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
29,748
shares
|
$3.72 Million
0.06% of portfolio
|
Q3 2024
Added 168.05%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
29,704
shares
|
$3.71 Million
0.3% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
29,670
shares
|
$3.71 Million
0.31% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
29,662
shares
|
$3.7 Million
1.67% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
29,654
shares
|
$3.7 Million
0.83% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
29,572
shares
|
$3.69 Million
1.74% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
29,405
shares
|
$3.67 Million
1.52% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
29,347
shares
|
$3.67 Million
1.21% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
29,341
shares
|
$3.66 Million
0.48% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
29,231
shares
|
$3.65 Million
1.68% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
29,018
shares
|
$3.62 Million
2.12% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
28,971
shares
|
$3.62 Million
1.56% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
28,939
shares
|
$3.61 Million
3.49% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
28,852
shares
|
$3.6 Million
1.57% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
28,769
shares
|
$3.59 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
28,749
shares
|
$3.59 Million
1.9% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
28,711
shares
|
$3.59 Million
0.19% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
28,657
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
28,452
shares
|
$3.55 Million
2.51% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
28,408
shares
|
$3.55 Million
0.37% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$3.51 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
28,014
shares
|
$3.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
27,975
shares
|
$3.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
27,871
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Added 39.75%
|