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 |
|---|---|---|---|---|---|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,537
shares
|
$441,735
0.5% of portfolio
|
Q3 2022
Reduced 10.79%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
3,534
shares
|
$441,361
0.11% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,527
shares
|
$440,487
0.19% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
3,516
shares
|
$439,113
0.05% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,507
shares
|
$437,989
0.06% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,500
shares
|
$437,115
0.04% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,495
shares
|
$436,490
0.27% of portfolio
|
Q3 2024
Added 23.59%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
3,485
shares
|
$435,241
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
3,484
shares
|
$435,116
0.29% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
3,478
shares
|
$434,367
0.09% of portfolio
|
Q2 2023
Added 13812.0%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
3,458
shares
|
$431,869
0.13% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,417
shares
|
$426,749
0.09% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
3,417
shares
|
$426,749
0.09% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
3,406
shares
|
$425,375
0.04% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,400
shares
|
$424,626
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,393
shares
|
$423,751
0.1% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,390
shares
|
$423,377
0.01% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,388
shares
|
$423,127
0.08% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$422,877
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
3,383
shares
|
$422,502
0.25% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$419,505
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
3,356
shares
|
$419,130
0.12% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
3,353
shares
|
$418,756
0.15% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
3,338
shares
|
$416,882
0.03% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,330
shares
|
$415,883
0.02% of portfolio
|
Q3 2024
Reduced 4.78%
|