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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
6,789
shares
|
$847,878
0.0% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
6,787
shares
|
$847,628
0.14% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,766
shares
|
$845,005
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
6,759
shares
|
$844,131
0.21% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
6,732
shares
|
$840,759
0.23% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
6,720
shares
|
$839,260
0.1% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
6,720
shares
|
$839,260
0.13% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
6,697
shares
|
$836,388
0.05% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
6,691
shares
|
$835,638
0.34% of portfolio
|
Q3 2024
Reduced 27.6%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
6,665
shares
|
$832,391
0.11% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
6,659
shares
|
$831,642
0.2% of portfolio
|
Q3 2024
Added 63.01%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
6,653
shares
|
$830,893
0.12% of portfolio
|
Q3 2024
Reduced 13.59%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
6,648
shares
|
$830,268
0.31% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,648
shares
|
$830,268
0.42% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
6,639
shares
|
$829,144
0.23% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
6,610
shares
|
$825,522
0.15% of portfolio
|
Q3 2024
Added 179.73%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
6,600
shares
|
$824,274
0.2% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,582
shares
|
$822,025
0.29% of portfolio
|
Q2 2023
Added 0.49%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,541
shares
|
$816,905
0.01% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
6,519
shares
|
$814,157
0.2% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
6,514
shares
|
$813,533
0.07% of portfolio
|
Q3 2024
Added 51.21%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
6,513
shares
|
$813,408
0.12% of portfolio
|
Q2 2024
Reduced 66.01%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
6,508
shares
|
$812,784
0.13% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$812,659
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
6,507
shares
|
$812,659
0.06% of portfolio
|
Q3 2024
Reduced 1.18%
|