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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,880
shares
|
$359,683
0.07% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
2,880
shares
|
$359,683
0.11% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,879
shares
|
$359,558
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
2,868
shares
|
$358,184
0.1% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,859
shares
|
$357,060
0.18% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$355,936
0.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$355,561
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,839
shares
|
$354,562
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,836
shares
|
$354,188
0.04% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,825
shares
|
$352,814
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
2,822
shares
|
$352,439
0.13% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,814
shares
|
$351,440
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,814
shares
|
$351,440
0.24% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
2,811
shares
|
$351,065
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
2,807
shares
|
$350,566
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
2,806
shares
|
$350,441
0.12% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
2,801
shares
|
$349,816
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,801
shares
|
$349,816
0.14% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,796
shares
|
$349,192
0.18% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$349,067
0.04% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,790
shares
|
$348,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,775
shares
|
$346,569
0.21% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
2,761
shares
|
$344,821
0.21% of portfolio
|
Q3 2024
Added 37.57%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,756
shares
|
$344,196
0.02% of portfolio
|
Q3 2022
Reduced 6.77%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,740
shares
|
$342,198
0.01% of portfolio
|
Q3 2024
Added 18.05%
|