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 |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,386
shares
|
$297,987
0.2% of portfolio
|
Q3 2024
Reduced 91.33%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
2,386
shares
|
$297,987
0.2% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
2,381
shares
|
$297,363
0.19% of portfolio
|
Q2 2024
Reduced 15.66%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,370
shares
|
$295,989
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$294,865
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
2,361
shares
|
$294,865
0.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,359
shares
|
$294,615
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,359
shares
|
$294,615
0.15% of portfolio
|
Q3 2024
Reduced 75.16%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
2,351
shares
|
$293,616
0.04% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
2,348
shares
|
$293,241
0.1% of portfolio
|
Q2 2024
Added 21.28%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,347
shares
|
$293,116
0.08% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
2,345
shares
|
$292,867
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,336
shares
|
$291,743
0.16% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
2,333
shares
|
$291,368
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
2,330
shares
|
$290,993
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,329
shares
|
$290,868
0.14% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,326
shares
|
$290,494
2.25% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,323
shares
|
$290,119
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,322
shares
|
$289,994
0.03% of portfolio
|
Q3 2024
Added 49.71%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,321
shares
|
$289,869
0.24% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
2,313
shares
|
$288,870
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
2,307
shares
|
$288,121
0.1% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,304
shares
|
$287,746
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
2,304
shares
|
$287,746
0.03% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
2,304
shares
|
$287,746
0.12% of portfolio
|
Q3 2024
Reduced 89.96%
|