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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
10,271
shares
|
$1.28 Million
0.62% of portfolio
|
Q3 2024
Added 24.69%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
10,235
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
10,206
shares
|
$1.27 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,205
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
10,187
shares
|
$1.27 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
10,117
shares
|
$1.26 Million
0.31% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
10,062
shares
|
$1.26 Million
0.46% of portfolio
|
Q3 2024
Added 115.83%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
10,052
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$1.25 Million
0.26% of portfolio
|
Q1 2022
Reduced 9.91%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
9,992
shares
|
$1.25 Million
0.93% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,982
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
9,946
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
9,934
shares
|
$1.24 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
9,924
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
9,912
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
9,907
shares
|
$1.24 Million
0.55% of portfolio
|
Q3 2024
Added 34.62%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
9,891
shares
|
$1.24 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
9,875
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.18%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
9,865
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
9,782
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
9,781
shares
|
$1.22 Million
0.74% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
9,769
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
9,756
shares
|
$1.22 Million
0.42% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
9,755
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
9,749
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2024
Added 20.6%
|