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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
6,184
shares
|
$780,853
0.98% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
6,178
shares
|
$780,096
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
6,163
shares
|
$778,202
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,137
shares
|
$774,918
0.01% of portfolio
|
Q3 2024
Reduced 63.35%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
6,117
shares
|
$772,393
0.12% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
6,103
shares
|
$770,625
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
6,093
shares
|
$769,363
0.4% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,088
shares
|
$768,731
0.08% of portfolio
|
Q3 2024
Added 44.61%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
6,086
shares
|
$768,479
0.06% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
6,083
shares
|
$768,100
0.37% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
6,058
shares
|
$764,943
0.06% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
6,048
shares
|
$763,680
0.52% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
6,019
shares
|
$760,019
0.25% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$757,620
1.55% of portfolio
|
Q4 2021
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,991
shares
|
$756,483
0.19% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,962
shares
|
$752,821
0.08% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
5,952
shares
|
$751,559
0.64% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
5,950
shares
|
$751,306
0.35% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
5,925
shares
|
$748,149
0.49% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
5,922
shares
|
$747,770
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
5,915
shares
|
$746,887
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,911
shares
|
$746,381
0.74% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
5,910
shares
|
$746,255
0.1% of portfolio
|
Q4 2023
Reduced 63.38%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
5,893
shares
|
$744,109
0.13% of portfolio
|
Q2 2024
Added 3.06%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,891
shares
|
$743,856
0.0% of portfolio
|
Q3 2024
Added 3.12%
|