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 |
|---|---|---|---|---|---|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,996
shares
|
$374,170
0.0% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
2,994
shares
|
$373,920
0.04% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,991
shares
|
$373,545
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
2,976
shares
|
$371,672
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$370,923
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,959
shares
|
$369,549
0.04% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,956
shares
|
$369,174
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,953
shares
|
$368,800
0.03% of portfolio
|
Q4 2023
Added 33.98%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
2,946
shares
|
$367,925
0.04% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,945
shares
|
$367,801
0.03% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,944
shares
|
$367,676
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
2,938
shares
|
$366,926
0.25% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
2,937
shares
|
$366,801
0.1% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
2,933
shares
|
$366,302
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,931
shares
|
$366,052
0.18% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,929
shares
|
$365,802
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
2,924
shares
|
$365,178
0.06% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,924
shares
|
$365,178
0.1% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
2,919
shares
|
$364,553
0.12% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,917
shares
|
$364,304
0.25% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,906
shares
|
$362,930
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,888
shares
|
$360,682
0.11% of portfolio
|
Q3 2024
Added 42.41%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,887
shares
|
$360,557
0.34% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,886
shares
|
$360,432
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,883
shares
|
$360,057
0.11% of portfolio
|
Q3 2024
Reduced 0.48%
|