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 |
|---|---|---|---|---|---|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
9,747
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
9,740
shares
|
$1.23 Million
1.67% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
9,737
shares
|
$1.23 Million
0.82% of portfolio
|
Q3 2024
Reduced 24.65%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,727
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
9,724
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
9,667
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
9,661
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
9,636
shares
|
$1.22 Million
0.83% of portfolio
|
Q3 2024
Reduced 69.67%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,620
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
9,613
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
9,596
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 39.11%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,596
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
9,574
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
9,559
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,510
shares
|
$1.2 Million
1.16% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
9,411
shares
|
$1.19 Million
0.27% of portfolio
|
Q2 2024
Added 56.75%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$1.19 Million
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
9,354
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
9,325
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2022
Added 49.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
9,218
shares
|
$1.16 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
9,166
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
9,159
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.59%
|