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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
10,809
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
10,718
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
10,690
shares
|
$1.34 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,650
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 124.45%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.32 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
10,597
shares
|
$1.32 Million
0.55% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
10,590
shares
|
$1.32 Million
1.01% of portfolio
|
Q2 2024
Added 14.2%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
10,586
shares
|
$1.32 Million
0.72% of portfolio
|
Q3 2024
Added 42.44%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
10,570
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Added 26.69%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
10,541
shares
|
$1.32 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,535
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,526
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
10,492
shares
|
$1.31 Million
0.67% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
10,468
shares
|
$1.31 Million
0.88% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,447
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2024
Added 115.14%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
10,432
shares
|
$1.3 Million
0.98% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
10,413
shares
|
$1.3 Million
0.62% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
10,407
shares
|
$1.3 Million
0.22% of portfolio
|
Q3 2024
Added 16.14%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
10,344
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
10,329
shares
|
$1.29 Million
0.57% of portfolio
|
Q3 2024
Added 66.81%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,302
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.22%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,288
shares
|
$1.28 Million
0.61% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
10,286
shares
|
$1.28 Million
0.63% of portfolio
|
Q2 2024
Reduced 10.27%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
10,282
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.78%
|