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 |
|---|---|---|---|---|---|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
13,080
shares
|
$1.63 Million
2.16% of portfolio
|
Q4 2023
Reduced 9.92%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
13,055
shares
|
$1.63 Million
0.16% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
13,028
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2024
Added 31.56%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,016
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 134.82%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,004
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2023
Added 101.71%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
12,978
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Added 138.79%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
12,974
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Added 29.46%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
12,900
shares
|
$1.61 Million
0.46% of portfolio
|
Q1 2024
Added 795.83%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
12,889
shares
|
$1.61 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
12,812
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
12,812
shares
|
$1.6 Million
0.92% of portfolio
|
Q3 2024
Added 41.4%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
12,806
shares
|
$1.6 Million
0.4% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
12,695
shares
|
$1.59 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
12,656
shares
|
$1.58 Million
0.97% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
12,640
shares
|
$1.58 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Leverty Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
12,601
shares
|
$1.57 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
12,500
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
12,492
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2024
Added 172.93%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
12,488
shares
|
$1.56 Million
0.45% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
12,438
shares
|
$1.55 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,404
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
12,401
shares
|
$1.55 Million
0.22% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
12,392
shares
|
$1.55 Million
0.48% of portfolio
|
Q3 2024
Added 241.19%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
12,386
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
12,383
shares
|
$1.55 Million
0.74% of portfolio
|
Q3 2024
Reduced 40.2%
|