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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,607
shares
|
$325,588
0.06% of portfolio
|
Q3 2024
Added 176.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,601
shares
|
$324,838
0.06% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
2,598
shares
|
$324,464
0.13% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,597
shares
|
$324,339
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
2,592
shares
|
$323,714
0.02% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,582
shares
|
$322,465
0.15% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
2,579
shares
|
$322,091
0.14% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
2,578
shares
|
$321,966
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,576
shares
|
$321,716
0.08% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,569
shares
|
$320,842
0.26% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
2,562
shares
|
$319,968
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
2,555
shares
|
$319,093
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
2,550
shares
|
$318,469
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
2,544
shares
|
$317,720
0.09% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,533
shares
|
$316,346
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
2,531
shares
|
$316,096
0.23% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
2,529
shares
|
$315,846
0.08% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
2,526
shares
|
$315,472
0.09% of portfolio
|
Q3 2024
Reduced 99.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,524
shares
|
$315,222
0.04% of portfolio
|
Q3 2024
Added 44.97%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
2,518
shares
|
$314,473
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,517
shares
|
$314,348
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,512
shares
|
$313,723
0.02% of portfolio
|
Q2 2023
Added 53.26%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,512
shares
|
$313,723
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
2,504
shares
|
$312,724
0.06% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
2,498
shares
|
$311,975
0.12% of portfolio
|
Q3 2024
Reduced 26.62%
|