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 |
|---|---|---|---|---|---|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
2,173
shares
|
$271,385
0.16% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
2,172
shares
|
$271,261
0.11% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
2,149
shares
|
$268,388
0.02% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
2,134
shares
|
$266,515
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
2,131
shares
|
$266,140
0.02% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
2,130
shares
|
$266,015
0.14% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
2,129
shares
|
$265,890
0.2% of portfolio
|
Q4 2023
Reduced 6.05%
|
|
|
F&V Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,125
shares
|
$265,391
0.06% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,121
shares
|
$264,891
0.05% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
2,120
shares
|
$264,766
0.11% of portfolio
|
Q1 2024
Added 0.05%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,119
shares
|
$264,641
0.31% of portfolio
|
Q4 2022
Reduced 31.6%
|
|
|
Pictet & Cie (Europe) Sa
|
Oct 22, 2024 Q3 2024 |
2,110
shares
|
$263,517
0.01% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,110
shares
|
$263,517
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
2,103
shares
|
$262,643
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,103
shares
|
$262,643
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
2,100
shares
|
$262,269
0.12% of portfolio
|
Q3 2024
Reduced 84.1%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,099
shares
|
$262,144
0.17% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,085
shares
|
$260,395
0.15% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
2,078
shares
|
$259,521
0.03% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,072
shares
|
$258,772
0.1% of portfolio
|
Q3 2024
Reduced 27.8%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
2,070
shares
|
$258,522
0.06% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,069
shares
|
$258,397
0.04% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
2,066
shares
|
$258,022
0.21% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,063
shares
|
$257,648
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
2,055
shares
|
$256,648
0.14% of portfolio
|
Q3 2024
Added 1.43%
|