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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23,542
shares
|
$2.94 Million
0.56% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
23,523
shares
|
$2.94 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
23,464
shares
|
$2.93 Million
1.17% of portfolio
|
Q2 2024
Added 9.68%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
23,435
shares
|
$2.93 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
23,366
shares
|
$2.92 Million
0.83% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
23,332
shares
|
$2.91 Million
2.15% of portfolio
|
Q4 2022
Reduced 14.56%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
23,309
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
23,115
shares
|
$2.89 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
23,062
shares
|
$2.88 Million
0.24% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Santori & Peters, Inc.
|
Oct 23, 2024 Q3 2024 |
23,035
shares
|
$2.88 Million
1.07% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.88 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
22,995
shares
|
$2.87 Million
1.52% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,991
shares
|
$2.87 Million
0.06% of portfolio
|
Q3 2024
Added 28.08%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
22,957
shares
|
$2.87 Million
1.35% of portfolio
|
Q3 2024
Reduced 38.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.86 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
22,829
shares
|
$2.85 Million
0.65% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
22,797
shares
|
$2.85 Million
2.77% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
22,729
shares
|
$2.84 Million
0.34% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
22,607
shares
|
$2.82 Million
0.87% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,517
shares
|
$2.81 Million
0.55% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
22,420
shares
|
$2.8 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,420
shares
|
$2.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
22,357
shares
|
$2.79 Million
0.56% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
22,342
shares
|
$2.79 Million
0.79% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
22,325
shares
|
$2.79 Million
0.96% of portfolio
|
Q3 2024
Added 157.05%
|