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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
2,288
shares
|
$285,748
0.02% of portfolio
|
Q2 2024
Added 4.28%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,274
shares
|
$283,999
0.06% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
2,269
shares
|
$283,375
0.22% of portfolio
|
Q3 2024
Reduced 20.05%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
2,265
shares
|
$282,875
0.03% of portfolio
|
Q3 2024
Reduced 48.45%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
2,264
shares
|
$282,750
0.09% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
2,258
shares
|
$282,001
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
2,254
shares
|
$281,502
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
2,253
shares
|
$281,377
0.14% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$280,378
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
2,243
shares
|
$280,128
0.06% of portfolio
|
Q4 2023
Reduced 10.74%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
2,240
shares
|
$279,753
0.11% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
2,238
shares
|
$279,503
0.15% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
2,236
shares
|
$279,254
0.16% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
2,231
shares
|
$278,629
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$278,504
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,227
shares
|
$278,130
0.35% of portfolio
|
Q2 2022
Reduced 37.72%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
2,220
shares
|
$277,255
0.09% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
2,219
shares
|
$277,130
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
2,211
shares
|
$276,131
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,210
shares
|
$276,006
0.07% of portfolio
|
Q1 2024
Added 5.57%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
2,201
shares
|
$274,882
0.12% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
2,196
shares
|
$274,258
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
2,189
shares
|
$273,384
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
2,177
shares
|
$271,885
0.18% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
2,175
shares
|
$271,635
0.07% of portfolio
|
Q3 2024
Reduced 4.56%
|