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 |
|---|---|---|---|---|---|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
11,755
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
11,728
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
11,714
shares
|
$1.48 Million
0.5% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
11,707
shares
|
$1.48 Million
0.64% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
11,700
shares
|
$1.48 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,692
shares
|
$1.48 Million
0.57% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,674
shares
|
$1.47 Million
0.62% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
11,600
shares
|
$1.46 Million
0.06% of portfolio
|
Q2 2023
Reduced 87.92%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
11,573
shares
|
$1.46 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,571
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2023
Reduced 31.29%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
11,558
shares
|
$1.46 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
11,553
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2020
Added 92.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
11,506
shares
|
$1.45 Million
0.94% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,478
shares
|
$1.45 Million
0.69% of portfolio
|
Q3 2024
Added 87.46%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
11,463
shares
|
$1.45 Million
0.73% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
11,439
shares
|
$1.44 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
11,410
shares
|
$1.44 Million
1.05% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
11,342
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2024
Added 30.08%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
11,338
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,336
shares
|
$1.43 Million
0.3% of portfolio
|
Q2 2022
Added 0.25%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
11,332
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11,317
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
11,314
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 49.11%
|