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 2,570 institutions that hold shares in the stock, with a total of 499 Million shares, which have been reported (via 13F filing form) to have a value of $56.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
5,625
shares
|
$636,075
0.41% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
5,622
shares
|
$635,735
0.4% of portfolio
|
Q3 2024
Added 100.79%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,576
shares
|
$630,534
0.11% of portfolio
|
Q3 2022
Added 3.66%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
5,541
shares
|
$626,576
0.41% of portfolio
|
Q2 2023
Reduced 16.56%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
5,527
shares
|
$624,993
0.44% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,526
shares
|
$624,880
0.24% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
5,520
shares
|
$624,201
0.15% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
5,509
shares
|
$622,957
0.22% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
5,506
shares
|
$622,618
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,487
shares
|
$620,469
0.13% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
5,484
shares
|
$620,130
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,468
shares
|
$618,321
0.25% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
5,466
shares
|
$618,095
0.3% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
5,450
shares
|
$616,286
0.29% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
5,435
shares
|
$614,589
0.02% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,434
shares
|
$614,476
0.01% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,426
shares
|
$613,572
0.07% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
5,416
shares
|
$612,441
0.08% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
5,411
shares
|
$611,875
0.11% of portfolio
|
Q4 2023
Reduced 94.77%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
5,400
shares
|
$610,632
0.33% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
5,400
shares
|
$610,632
0.06% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
5,400
shares
|
$610,632
0.33% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$609,501
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
5,381
shares
|
$608,483
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,368
shares
|
$607,013
0.18% of portfolio
|
Q3 2024
Added 1.4%
|