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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
22,320
shares
|
$2.79 Million
0.21% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
22,287
shares
|
$2.78 Million
0.4% of portfolio
|
Q3 2024
Reduced 23.44%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
22,202
shares
|
$2.77 Million
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
22,181
shares
|
$2.77 Million
0.96% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
22,148
shares
|
$2.77 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
22,069
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
21,875
shares
|
$2.73 Million
0.74% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
21,868
shares
|
$2.73 Million
0.19% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
21,726
shares
|
$2.71 Million
1.35% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
21,702
shares
|
$2.71 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
21,682
shares
|
$2.71 Million
1.55% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
21,663
shares
|
$2.71 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
21,605
shares
|
$2.7 Million
0.99% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
21,480
shares
|
$2.68 Million
0.95% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
21,416
shares
|
$2.67 Million
0.17% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
21,403
shares
|
$2.67 Million
0.08% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
21,401
shares
|
$2.67 Million
0.96% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
21,382
shares
|
$2.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 39.53%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
21,321
shares
|
$2.66 Million
0.17% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
21,308
shares
|
$2.66 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
21,240
shares
|
$2.65 Million
2.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
21,208
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
21,036
shares
|
$2.63 Million
0.42% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
20,963
shares
|
$2.62 Million
0.66% of portfolio
|
Q3 2024
Added 18.6%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
20,901
shares
|
$2.61 Million
0.54% of portfolio
|
Q4 2022
Added 6.83%
|