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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
20,854
shares
|
$2.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
20,841
shares
|
$2.6 Million
3.15% of portfolio
|
Q3 2022
Added 16.6%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
20,802
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
20,763
shares
|
$2.59 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
20,736
shares
|
$2.59 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,700
shares
|
$2.59 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
20,668
shares
|
$2.58 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
20,651
shares
|
$2.58 Million
1.01% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
20,611
shares
|
$2.57 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
20,598
shares
|
$2.57 Million
0.09% of portfolio
|
Q3 2024
Reduced 63.46%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
20,597
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,568
shares
|
$2.57 Million
0.74% of portfolio
|
Q2 2022
Reduced 4.28%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
20,563
shares
|
$2.57 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
20,554
shares
|
$2.57 Million
1.12% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
20,521
shares
|
$2.56 Million
0.64% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
20,511
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
20,486
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
20,479
shares
|
$2.56 Million
0.79% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
20,410
shares
|
$2.55 Million
1.02% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
20,396
shares
|
$2.55 Million
0.39% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
20,359
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2024
Added 74.71%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
20,332
shares
|
$2.54 Million
1.13% of portfolio
|
Q3 2024
Added 151.51%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
20,275
shares
|
$2.53 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
20,266
shares
|
$2.53 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
20,108
shares
|
$2.51 Million
0.16% of portfolio
|
Q3 2024
New holding
|