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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
4,618
shares
|
$583,114
0.18% of portfolio
|
Q3 2024
Reduced 45.93%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
4,615
shares
|
$582,736
0.3% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
4,606
shares
|
$581,599
0.15% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
4,602
shares
|
$581,094
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
4,599
shares
|
$580,715
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
4,586
shares
|
$579,074
0.0% of portfolio
|
Q2 2024
Reduced 40.96%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
4,586
shares
|
$579,074
0.33% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
4,582
shares
|
$578,569
0.06% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
4,573
shares
|
$577,432
0.28% of portfolio
|
Q1 2024
Added 31.41%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
4,562
shares
|
$576,043
0.13% of portfolio
|
Q3 2023
Reduced 0.89%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
4,553
shares
|
$574,907
0.21% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$570,992
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
4,500
shares
|
$568,215
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
4,486
shares
|
$566,447
0.21% of portfolio
|
Q2 2024
Reduced 19.59%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
4,485
shares
|
$566,320
0.41% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
4,480
shares
|
$565,689
0.2% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$565,563
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,471
shares
|
$564,553
0.04% of portfolio
|
Q3 2024
Added 48.39%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
4,469
shares
|
$564,300
0.13% of portfolio
|
Q3 2024
Reduced 31.16%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$564,174
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
4,462
shares
|
$563,416
0.18% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
4,450
shares
|
$561,901
0.13% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
4,430
shares
|
$559,376
0.41% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
4,422
shares
|
$558,365
0.03% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
4,414
shares
|
$557,355
0.13% of portfolio
|
Q3 2024
Added 1.96%
|