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 |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
15,166
shares
|
$1.92 Million
1.66% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
15,132
shares
|
$1.91 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
15,116
shares
|
$1.91 Million
0.28% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
15,116
shares
|
$1.91 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
15,052
shares
|
$1.9 Million
0.22% of portfolio
|
Q3 2024
Added 25.12%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
15,029
shares
|
$1.9 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
14,924
shares
|
$1.88 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
14,911
shares
|
$1.88 Million
1.25% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$1.87 Million
0.39% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
14,821
shares
|
$1.87 Million
0.68% of portfolio
|
Q1 2024
Added 8.25%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
14,820
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
14,730
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
14,715
shares
|
$1.86 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
14,714
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2024
Reduced 92.92%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
14,609
shares
|
$1.84 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
14,514
shares
|
$1.83 Million
0.38% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
14,509
shares
|
$1.83 Million
0.92% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
14,481
shares
|
$1.83 Million
0.52% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
14,414
shares
|
$1.82 Million
0.77% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
14,379
shares
|
$1.82 Million
1.26% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
14,359
shares
|
$1.81 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
14,290
shares
|
$1.8 Million
0.31% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
14,288
shares
|
$1.8 Million
1.14% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
14,120
shares
|
$1.78 Million
0.82% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
14,115
shares
|
$1.78 Million
1.03% of portfolio
|
Q2 2024
Added 0.61%
|