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 2,566 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 |
|---|---|---|---|---|---|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
25,979
shares
|
$3.24 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$3.24 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
25,945
shares
|
$3.24 Million
1.38% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
25,906
shares
|
$3.24 Million
0.61% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
25,901
shares
|
$3.23 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
25,784
shares
|
$3.22 Million
2.2% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
25,684
shares
|
$3.21 Million
0.03% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
25,654
shares
|
$3.2 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$3.2 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
25,612
shares
|
$3.2 Million
0.26% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
25,542
shares
|
$3.19 Million
0.19% of portfolio
|
Q3 2024
Added 76.02%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
25,536
shares
|
$3.19 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
25,527
shares
|
$3.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
25,501
shares
|
$3.18 Million
0.25% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,408
shares
|
$3.17 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$3.14 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
25,112
shares
|
$3.14 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
25,091
shares
|
$3.13 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
25,076
shares
|
$3.13 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
24,949
shares
|
$3.12 Million
0.11% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
24,949
shares
|
$3.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
24,861
shares
|
$3.1 Million
0.67% of portfolio
|
Q3 2024
Reduced 43.87%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
24,759
shares
|
$3.09 Million
0.22% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
24,722
shares
|
$3.09 Million
1.79% of portfolio
|
Q2 2024
Added 8.91%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
24,659
shares
|
$3.08 Million
0.28% of portfolio
|
Q3 2024
Added 0.66%
|