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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
7,646
shares
|
$965,460
0.41% of portfolio
|
Q2 2024
Reduced 25.38%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,640
shares
|
$964,702
0.16% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,623
shares
|
$962,556
0.05% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$962,177
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
7,619
shares
|
$962,051
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
7,614
shares
|
$961,419
0.62% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
7,581
shares
|
$957,252
0.47% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
7,578
shares
|
$956,874
0.01% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,564
shares
|
$955,106
0.32% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
7,525
shares
|
$950,181
0.68% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
7,510
shares
|
$948,287
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$947,025
0.35% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
7,499
shares
|
$946,898
0.07% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
7,468
shares
|
$942,984
0.19% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
7,464
shares
|
$942,479
0.21% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
7,434
shares
|
$938,691
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
7,421
shares
|
$937,049
0.59% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
7,415
shares
|
$936,292
0.21% of portfolio
|
Q3 2024
Added 22.46%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
7,398
shares
|
$934,145
0.59% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,395
shares
|
$933,766
0.11% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
7,388
shares
|
$932,882
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,356
shares
|
$928,842
0.01% of portfolio
|
Q3 2024
Added 120.64%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
7,316
shares
|
$923,791
0.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,311
shares
|
$923,159
0.74% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
7,265
shares
|
$917,351
0.34% of portfolio
|
Q3 2024
Reduced 13.84%
|