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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$2.02 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,106
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
16,050
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
16,024
shares
|
$2 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
16,020
shares
|
$2 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,819
shares
|
$1.98 Million
0.49% of portfolio
|
Q3 2024
Reduced 54.31%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
15,761
shares
|
$1.97 Million
0.4% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,757
shares
|
$1.97 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
15,721
shares
|
$1.96 Million
1.21% of portfolio
|
Q3 2024
Reduced 51.42%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
15,713
shares
|
$1.96 Million
0.34% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
15,657
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2024
Added 15876.53%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
15,656
shares
|
$1.96 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
15,629
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,585
shares
|
$1.95 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
15,555
shares
|
$1.94 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
15,524
shares
|
$1.94 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
15,516
shares
|
$1.94 Million
0.18% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,497
shares
|
$1.94 Million
1.14% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
15,416
shares
|
$1.93 Million
0.4% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
15,377
shares
|
$1.92 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
15,331
shares
|
$1.91 Million
0.63% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,281
shares
|
$1.91 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,224
shares
|
$1.9 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
15,190
shares
|
$1.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,179
shares
|
$1.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.8%
|