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 |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
7,980
shares
|
$996,622
0.34% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
7,962
shares
|
$994,374
0.43% of portfolio
|
Q1 2024
Reduced 20.08%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,951
shares
|
$993,000
0.73% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
7,932
shares
|
$990,627
0.41% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
7,917
shares
|
$988,754
0.12% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,910
shares
|
$987,879
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$986,506
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Oct 18, 2024 Q3 2024 |
7,876
shares
|
$983,633
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
7,872
shares
|
$983,134
0.1% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
7,871
shares
|
$983,009
0.32% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$977,763
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
7,817
shares
|
$976,265
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
7,810
shares
|
$975,390
0.67% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
7,791
shares
|
$973,017
0.46% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
7,785
shares
|
$972,268
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
7,779
shares
|
$971,519
0.08% of portfolio
|
Q3 2024
Reduced 21.62%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
7,717
shares
|
$963,776
0.02% of portfolio
|
Q3 2024
Added 12.3%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,697
shares
|
$961,278
0.17% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
7,691
shares
|
$960,528
0.14% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
7,691
shares
|
$960,528
0.01% of portfolio
|
Q3 2024
Added 32.03%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
7,683
shares
|
$959,529
0.56% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
7,671
shares
|
$958,031
0.46% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
7,668
shares
|
$957,656
0.68% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
7,660
shares
|
$956,657
0.29% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
7,646
shares
|
$954,908
0.41% of portfolio
|
Q2 2024
Reduced 25.38%
|