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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
27,716
shares
|
$3.46 Million
0.98% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$3.46 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
27,649
shares
|
$3.45 Million
1.88% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$3.45 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
27,542
shares
|
$3.44 Million
0.21% of portfolio
|
Q2 2024
Added 6.96%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
27,318
shares
|
$3.41 Million
0.11% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
27,240
shares
|
$3.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
27,187
shares
|
$3.4 Million
0.52% of portfolio
|
Q1 2023
Reduced 9.68%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,075
shares
|
$3.38 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
26,952
shares
|
$3.37 Million
1.48% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
26,863
shares
|
$3.35 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
26,840
shares
|
$3.35 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
26,651
shares
|
$3.33 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
26,618
shares
|
$3.32 Million
0.44% of portfolio
|
Q3 2024
Reduced 43.97%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
26,565
shares
|
$3.32 Million
0.91% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
26,484
shares
|
$3.31 Million
0.42% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
26,482
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
Added 7575.94%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
26,280
shares
|
$3.28 Million
0.38% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
26,265
shares
|
$3.28 Million
1.99% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
26,193
shares
|
$3.27 Million
0.24% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
26,183
shares
|
$3.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.38%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
26,147
shares
|
$3.27 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
26,093
shares
|
$3.26 Million
2.27% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$3.26 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$3.24 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|