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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
14,067
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 109.64%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
14,031
shares
|
$1.77 Million
0.64% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
13,934
shares
|
$1.76 Million
0.8% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
13,814
shares
|
$1.74 Million
0.41% of portfolio
|
Q3 2024
Reduced 25.6%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
13,810
shares
|
$1.74 Million
0.31% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
13,797
shares
|
$1.74 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
13,765
shares
|
$1.74 Million
2.1% of portfolio
|
Q3 2024
Reduced 48.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,743
shares
|
$1.74 Million
0.08% of portfolio
|
Q3 2024
Reduced 26.05%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
13,670
shares
|
$1.73 Million
0.4% of portfolio
|
Q2 2024
Added 43.74%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
13,668
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
13,657
shares
|
$1.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,637
shares
|
$1.72 Million
0.94% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
13,632
shares
|
$1.72 Million
0.59% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
13,594
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
13,550
shares
|
$1.71 Million
1.28% of portfolio
|
Q3 2022
Reduced 95.52%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
13,542
shares
|
$1.71 Million
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
13,532
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.46%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
13,526
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,446
shares
|
$1.7 Million
0.5% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
13,436
shares
|
$1.7 Million
0.57% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
13,381
shares
|
$1.69 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
13,300
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
13,233
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,155
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,126
shares
|
$1.66 Million
0.68% of portfolio
|
Q3 2024
Added 3760.59%
|