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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
5,541
shares
|
$692,015
0.41% of portfolio
|
Q2 2023
Reduced 16.56%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,527
shares
|
$690,267
0.44% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,526
shares
|
$690,142
0.24% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
5,520
shares
|
$689,392
0.15% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
5,509
shares
|
$688,019
0.22% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
5,506
shares
|
$687,644
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,487
shares
|
$685,271
0.13% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
5,484
shares
|
$684,896
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,468
shares
|
$682,898
0.25% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
5,466
shares
|
$682,648
0.3% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
5,450
shares
|
$680,650
0.29% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
5,435
shares
|
$678,777
0.02% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,434
shares
|
$678,652
0.01% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,426
shares
|
$677,653
0.07% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
5,416
shares
|
$676,404
0.08% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$675,779
0.11% of portfolio
|
Q4 2023
Reduced 94.77%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
5,400
shares
|
$674,406
0.33% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
5,400
shares
|
$674,406
0.06% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
5,400
shares
|
$674,406
0.33% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$673,157
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,368
shares
|
$670,409
0.18% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
5,367
shares
|
$670,284
0.07% of portfolio
|
Q1 2023
Reduced 4.26%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,364
shares
|
$669,909
0.18% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,341
shares
|
$667,037
0.14% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,311
shares
|
$663,290
0.02% of portfolio
|
Q3 2024
Reduced 2.07%
|