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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
2,498
shares
|
$315,422
0.12% of portfolio
|
Q3 2024
Reduced 26.62%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
2,498
shares
|
$315,422
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
2,488
shares
|
$314,159
0.26% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
2,483
shares
|
$313,528
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
2,477
shares
|
$312,770
0.01% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
2,476
shares
|
$312,644
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
2,473
shares
|
$312,265
0.13% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,464
shares
|
$311,129
0.05% of portfolio
|
Q4 2023
Reduced 1.99%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,462
shares
|
$310,876
0.03% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
2,446
shares
|
$308,856
0.08% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,445
shares
|
$308,730
0.24% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
2,445
shares
|
$308,730
0.14% of portfolio
|
Q3 2024
Added 29.71%
|
|
|
Terril Brothers, Inc.
|
Nov 04, 2024 Q3 2024 |
2,444
shares
|
$308,603
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,442
shares
|
$308,351
0.09% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
2,442
shares
|
$308,351
0.18% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,437
shares
|
$307,719
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,431
shares
|
$306,962
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,426
shares
|
$306,331
0.1% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$306,204
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$306,204
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,419
shares
|
$305,447
0.1% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,418
shares
|
$305,320
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$305,068
0.12% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,409
shares
|
$304,184
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
2,400
shares
|
$303,048
0.01% of portfolio
|
Q4 2020
New holding
|