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 |
|---|---|---|---|---|---|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
2,043
shares
|
$255,150
0.03% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
2,039
shares
|
$254,650
0.05% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
2,030
shares
|
$253,526
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,027
shares
|
$253,152
0.18% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
2,027
shares
|
$253,152
0.23% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
2,026
shares
|
$253,027
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,017
shares
|
$251,903
0.13% of portfolio
|
Q2 2024
Reduced 95.02%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
2,015
shares
|
$251,653
0.12% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
2,008
shares
|
$250,779
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,003
shares
|
$250,154
0.03% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,003
shares
|
$250,154
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
2,002
shares
|
$250,029
0.06% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
2,001
shares
|
$249,904
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
2,000
shares
|
$249,780
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
1,997
shares
|
$249,405
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,995
shares
|
$249,155
0.02% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,992
shares
|
$248,780
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
1,990
shares
|
$248,531
0.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,987
shares
|
$248,156
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,980
shares
|
$247,282
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,978
shares
|
$247,032
0.03% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,972
shares
|
$246,283
0.09% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
1,972
shares
|
$246,283
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,971
shares
|
$246,158
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,969
shares
|
$245,908
0.04% of portfolio
|
Q3 2024
New holding
|