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 |
|---|---|---|---|---|---|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
2,740
shares
|
$342,198
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
2,740
shares
|
$342,198
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,736
shares
|
$341,699
0.02% of portfolio
|
Q4 2023
Added 56.65%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
2,734
shares
|
$341,449
0.14% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
2,710
shares
|
$338,451
0.11% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$336,828
0.07% of portfolio
|
Q1 2024
Added 27.04%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
2,693
shares
|
$336,328
0.41% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
2,693
shares
|
$336,328
0.03% of portfolio
|
Q2 2024
Reduced 77.13%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
2,688
shares
|
$335,704
0.05% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,664
shares
|
$332,706
0.07% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
2,664
shares
|
$332,706
0.19% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,660
shares
|
$332,207
0.05% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
2,655
shares
|
$331,582
0.13% of portfolio
|
Q3 2024
Added 57.29%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
2,654
shares
|
$331,458
0.09% of portfolio
|
Q3 2024
Added 23.73%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
2,648
shares
|
$330,708
0.01% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,648
shares
|
$330,708
0.18% of portfolio
|
Q1 2023
Added 2.12%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,639
shares
|
$329,584
0.14% of portfolio
|
Q3 2024
Reduced 43.72%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,634
shares
|
$328,960
0.05% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,627
shares
|
$328,086
0.22% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
2,625
shares
|
$327,836
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,618
shares
|
$326,962
0.12% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
2,614
shares
|
$326,462
0.11% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
2,614
shares
|
$326,462
0.15% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,612
shares
|
$326,212
0.21% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
2,608
shares
|
$325,713
0.07% of portfolio
|
Q3 2024
Added 5.37%
|