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 2,567 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 $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
20,060
shares
|
$2.53 Million
4.2% of portfolio
|
Q2 2024
Added 39.6%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,836
shares
|
$2.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$2.5 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,800
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
19,780
shares
|
$2.5 Million
0.19% of portfolio
|
Q3 2024
Added 62.02%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
19,743
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Added 60.02%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
19,675
shares
|
$2.48 Million
1.14% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
19,671
shares
|
$2.48 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
19,651
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
19,636
shares
|
$2.48 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
19,557
shares
|
$2.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
19,537
shares
|
$2.47 Million
0.29% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
19,537
shares
|
$2.47 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
19,518
shares
|
$2.46 Million
0.11% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
19,516
shares
|
$2.46 Million
1.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
19,434
shares
|
$2.45 Million
1.12% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
19,423
shares
|
$2.45 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
19,381
shares
|
$2.45 Million
0.89% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
19,299
shares
|
$2.44 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
19,137
shares
|
$2.42 Million
0.8% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
19,128
shares
|
$2.42 Million
1.36% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
19,072
shares
|
$2.41 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$2.4 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
18,988
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$2.39 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|