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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
24,630
shares
|
$3.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
24,624
shares
|
$3.08 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
24,564
shares
|
$3.07 Million
0.1% of portfolio
|
Q3 2024
Added 266.41%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
24,517
shares
|
$3.06 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
24,509
shares
|
$3.06 Million
0.36% of portfolio
|
Q3 2024
Reduced 60.11%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
24,428
shares
|
$3.05 Million
1.38% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
24,406
shares
|
$3.05 Million
0.22% of portfolio
|
Q3 2024
Added 77.15%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
24,367
shares
|
$3.04 Million
1.92% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
24,316
shares
|
$3.04 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
24,303
shares
|
$3.04 Million
0.85% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
24,249
shares
|
$3.03 Million
1.03% of portfolio
|
Q3 2024
Added 17.01%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
24,248
shares
|
$3.03 Million
0.32% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
24,091
shares
|
$3.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
24,060
shares
|
$3 Million
0.95% of portfolio
|
Q1 2023
Added 1.74%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
23,980
shares
|
$2.99 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
23,897
shares
|
$2.98 Million
0.39% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
23,884
shares
|
$2.98 Million
0.17% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
23,850
shares
|
$2.98 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
23,842
shares
|
$2.98 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.21%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
23,807
shares
|
$2.97 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,793
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
23,724
shares
|
$2.96 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
23,687
shares
|
$2.96 Million
0.99% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
23,686
shares
|
$2.96 Million
0.21% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
23,658
shares
|
$2.95 Million
0.85% of portfolio
|
Q3 2024
Added 0.45%
|