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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
18,909
shares
|
$2.36 Million
0.24% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
18,897
shares
|
$2.36 Million
0.46% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$2.36 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
18,872
shares
|
$2.36 Million
0.67% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
18,846
shares
|
$2.35 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
18,835
shares
|
$2.35 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
18,797
shares
|
$2.35 Million
0.57% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$2.34 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,679
shares
|
$2.33 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
18,676
shares
|
$2.33 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
18,610
shares
|
$2.32 Million
0.79% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
18,593
shares
|
$2.32 Million
0.93% of portfolio
|
Q3 2024
Reduced 40.68%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$2.32 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
18,578
shares
|
$2.32 Million
0.15% of portfolio
|
Q3 2024
Added 32.91%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,522
shares
|
$2.31 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
18,471
shares
|
$2.31 Million
0.37% of portfolio
|
Q3 2024
Reduced 19.39%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
18,422
shares
|
$2.3 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$2.3 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
18,347
shares
|
$2.29 Million
1.54% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
18,314
shares
|
$2.29 Million
0.49% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
18,303
shares
|
$2.29 Million
0.43% of portfolio
|
Q3 2024
Added 221.33%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
18,297
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
18,278
shares
|
$2.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
18,254
shares
|
$2.28 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
18,159
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.9%
|