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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,330
shares
|
$420,479
0.02% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,320
shares
|
$419,216
0.07% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,314
shares
|
$418,458
0.2% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,295
shares
|
$416,059
0.21% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
3,294
shares
|
$415,933
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,286
shares
|
$414,923
0.18% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
3,269
shares
|
$412,776
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
3,264
shares
|
$412,145
0.15% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,263
shares
|
$412,019
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,258
shares
|
$411,387
0.07% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,254
shares
|
$410,882
0.03% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
3,254
shares
|
$410,882
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,250
shares
|
$410,377
0.11% of portfolio
|
Q2 2024
Added 6.56%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
3,244
shares
|
$409,619
0.16% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
3,233
shares
|
$408,230
0.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,227
shares
|
$407,473
0.18% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,212
shares
|
$405,579
0.03% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
3,203
shares
|
$404,442
0.08% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
3,186
shares
|
$402,296
0.06% of portfolio
|
Q1 2024
Added 14.6%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,177
shares
|
$401,159
0.04% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
3,168
shares
|
$400,023
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$400,023
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$399,897
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
3,163
shares
|
$399,392
0.19% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,158
shares
|
$398,760
0.06% of portfolio
|
Q4 2023
Added 0.38%
|