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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$916,846
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$915,078
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
7,244
shares
|
$914,699
0.16% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
7,223
shares
|
$912,048
0.21% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,221
shares
|
$911,795
0.07% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
7,210
shares
|
$910,406
0.08% of portfolio
|
Q3 2024
Added 34.51%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
7,210
shares
|
$910,406
0.16% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
7,128
shares
|
$900,052
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,089
shares
|
$895,128
0.06% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
7,085
shares
|
$894,622
0.36% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,080
shares
|
$893,991
0.02% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$892,602
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,052
shares
|
$890,456
0.68% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,027
shares
|
$887,299
0.12% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
7,016
shares
|
$885,910
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
6,979
shares
|
$881,238
0.15% of portfolio
|
Q3 2024
Reduced 41.28%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
6,909
shares
|
$872,399
0.22% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
6,901
shares
|
$871,389
0.46% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,886
shares
|
$869,495
0.07% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,857
shares
|
$865,833
0.01% of portfolio
|
Q3 2024
Added 64.83%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
6,841
shares
|
$863,813
0.29% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,824
shares
|
$861,666
0.31% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
6,809
shares
|
$859,772
0.46% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
6,805
shares
|
$859,267
0.32% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
6,803
shares
|
$859,014
0.09% of portfolio
|
Q2 2024
Reduced 0.18%
|