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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$488,195
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,905
shares
|
$487,695
0.27% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,889
shares
|
$485,697
0.03% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,887
shares
|
$485,447
0.04% of portfolio
|
Q2 2024
Reduced 15.26%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
3,886
shares
|
$485,322
0.29% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
3,884
shares
|
$485,072
0.44% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
3,883
shares
|
$484,947
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$483,823
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,862
shares
|
$482,325
0.4% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,858
shares
|
$481,825
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$480,826
0.08% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$480,826
0.08% of portfolio
|
Q2 2024
Reduced 27.08%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,847
shares
|
$480,451
0.12% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,839
shares
|
$479,452
0.17% of portfolio
|
Q3 2024
Added 31.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$477,579
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
3,824
shares
|
$477,579
0.4% of portfolio
|
Q1 2024
Reduced 10.95%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,813
shares
|
$476,205
0.04% of portfolio
|
Q1 2024
Reduced 24.57%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,810
shares
|
$475,830
0.02% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,806
shares
|
$475,331
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
3,773
shares
|
$471,209
0.03% of portfolio
|
Q4 2023
Reduced 23.22%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
3,769
shares
|
$470,710
0.05% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
3,761
shares
|
$469,711
0.04% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
3,748
shares
|
$468,087
0.07% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
3,724
shares
|
$465,090
0.05% of portfolio
|
Q2 2024
Added 1.42%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,720
shares
|
$464,590
0.1% of portfolio
|
Q3 2024
Reduced 6.37%
|