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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
17,248
shares
|
$2.15 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$2.15 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
17,153
shares
|
$2.14 Million
1.04% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
17,129
shares
|
$2.14 Million
0.73% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,091
shares
|
$2.13 Million
0.19% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,086
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
17,052
shares
|
$2.13 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
17,011
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
17,009
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
16,948
shares
|
$2.12 Million
0.11% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
16,884
shares
|
$2.11 Million
0.27% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
16,860
shares
|
$2.11 Million
0.22% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
16,818
shares
|
$2.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
16,726
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
16,690
shares
|
$2.08 Million
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
16,661
shares
|
$2.08 Million
0.36% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
16,661
shares
|
$2.08 Million
2.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
16,642
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,638
shares
|
$2.08 Million
0.47% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
16,585
shares
|
$2.07 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
16,571
shares
|
$2.07 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
16,540
shares
|
$2.07 Million
0.24% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
16,237
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
16,189
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.69%
|