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 |
|---|---|---|---|---|---|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
9,159
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2024
Added 279.25%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
9,158
shares
|
$1.16 Million
0.59% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
Chandler Asset Management, Inc.
|
Oct 31, 2024 Q3 2024 |
9,150
shares
|
$1.16 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
9,088
shares
|
$1.15 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
9,088
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,075
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
9,033
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
9,021
shares
|
$1.14 Million
0.27% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
9,000
shares
|
$1.14 Million
0.93% of portfolio
|
Q2 2022
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,999
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
8,978
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
8,958
shares
|
$1.13 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
8,928
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
8,900
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2024
Reduced 71.0%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
8,895
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
8,858
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
8,833
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,829
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
8,816
shares
|
$1.11 Million
0.41% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,789
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
8,783
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
8,758
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,757
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.21%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
8,739
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,727
shares
|
$1.1 Million
0.6% of portfolio
|
Q3 2024
Added 0.15%
|