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 |
|---|---|---|---|---|---|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,308
shares
|
$1.43 Million
0.41% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
11,240
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
11,217
shares
|
$1.42 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
11,215
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
11,204
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
11,203
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
11,200
shares
|
$1.41 Million
0.58% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
11,166
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
11,164
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Added 25.89%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
11,108
shares
|
$1.4 Million
0.88% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
11,083
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 58.1%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
11,013
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 28.43%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
10,997
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,972
shares
|
$1.39 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
10,953
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2024
Added 1508.37%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
10,952
shares
|
$1.38 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
10,945
shares
|
$1.38 Million
0.32% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
10,936
shares
|
$1.38 Million
0.92% of portfolio
|
Q2 2024
Added 8.11%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
10,901
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
10,892
shares
|
$1.38 Million
0.52% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,891
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,886
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
10,865
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 47.52%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
10,836
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|