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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
12,369
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
12,340
shares
|
$1.54 Million
0.59% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
12,305
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 29.9%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
12,246
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
12,243
shares
|
$1.53 Million
0.65% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Oct 17, 2024 Q3 2024 |
12,243
shares
|
$1.53 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
12,154
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
12,125
shares
|
$1.51 Million
0.2% of portfolio
|
Q3 2024
Added 405.42%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
12,119
shares
|
$1.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,114
shares
|
$1.51 Million
0.51% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
12,054
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
11,995
shares
|
$1.5 Million
1.23% of portfolio
|
Q3 2024
Added 37.75%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,985
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2023
Added 399.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
11,966
shares
|
$1.49 Million
0.41% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
11,925
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,893
shares
|
$1.49 Million
0.27% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
11,883
shares
|
$1.48 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
11,857
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,834
shares
|
$1.48 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,832
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
11,801
shares
|
$1.47 Million
0.44% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
11,790
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
11,789
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,784
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2023
Added 0.72%
|