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 |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
5,050
shares
|
$630,694
0.06% of portfolio
|
Q3 2024
Added 35.03%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,010
shares
|
$625,698
0.02% of portfolio
|
Q3 2024
Added 163.96%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
5,006
shares
|
$625,199
0.1% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$624,450
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,989
shares
|
$623,076
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$621,202
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
4,964
shares
|
$619,953
0.39% of portfolio
|
Q3 2024
Added 84.4%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
4,949
shares
|
$618,080
0.13% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
4,948
shares
|
$617,955
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
4,935
shares
|
$616,332
0.09% of portfolio
|
Q3 2024
Added 69.3%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$616,332
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$614,209
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,915
shares
|
$613,834
0.02% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,898
shares
|
$611,711
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
4,891
shares
|
$610,836
0.38% of portfolio
|
Q3 2024
Added 113.39%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
4,888
shares
|
$610,462
0.02% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$608,089
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
4,863
shares
|
$607,340
0.6% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,845
shares
|
$605,092
0.12% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,837
shares
|
$604,092
0.25% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,824
shares
|
$602,469
0.77% of portfolio
|
Q1 2024
Reduced 39.88%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,809
shares
|
$600,596
0.27% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,781
shares
|
$597,099
0.1% of portfolio
|
Q3 2024
Added 134.82%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,779
shares
|
$596,849
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
4,778
shares
|
$596,724
0.09% of portfolio
|
Q4 2023
Reduced 10.22%
|