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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
18,150
shares
|
$2.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
18,093
shares
|
$2.26 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,955
shares
|
$2.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
17,920
shares
|
$2.24 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
17,913
shares
|
$2.24 Million
1.42% of portfolio
|
Q3 2024
Reduced 48.83%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
17,908
shares
|
$2.24 Million
0.87% of portfolio
|
Q1 2024
Added 32.44%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
17,908
shares
|
$2.24 Million
0.74% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
17,897
shares
|
$2.24 Million
1.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
17,872
shares
|
$2.23 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$2.23 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,828
shares
|
$2.23 Million
0.15% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
17,794
shares
|
$2.22 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
17,667
shares
|
$2.21 Million
0.11% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$2.2 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
17,597
shares
|
$2.2 Million
1.76% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
17,545
shares
|
$2.19 Million
1.81% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
17,514
shares
|
$2.19 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
17,467
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 40.34%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
17,440
shares
|
$2.18 Million
0.36% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
17,424
shares
|
$2.18 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$2.17 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$2.16 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$2.16 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
17,273
shares
|
$2.16 Million
0.52% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
17,258
shares
|
$2.16 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.1%
|