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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
5,367
shares
|
$606,900
0.07% of portfolio
|
Q1 2023
Reduced 4.26%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,364
shares
|
$606,561
0.18% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,341
shares
|
$603,960
0.14% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
5,311
shares
|
$600,567
0.02% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
5,302
shares
|
$599,550
0.17% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
5,299
shares
|
$599,210
0.41% of portfolio
|
Q4 2023
Reduced 2.03%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,295
shares
|
$598,758
0.08% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
5,292
shares
|
$598,419
0.2% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,286
shares
|
$597,740
0.06% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,281
shares
|
$597,175
0.09% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$597,062
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
5,277
shares
|
$596,723
0.24% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
5,270
shares
|
$595,931
0.25% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$595,479
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,264
shares
|
$595,253
0.04% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
5,217
shares
|
$589,938
0.22% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
5,210
shares
|
$589,146
0.17% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
5,197
shares
|
$587,676
0.5% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
5,185
shares
|
$586,319
0.13% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,160
shares
|
$583,492
0.15% of portfolio
|
Q3 2024
Reduced 45.46%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,148
shares
|
$582,135
0.18% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
5,131
shares
|
$580,213
0.49% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
5,117
shares
|
$578,630
0.26% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
5,113
shares
|
$578,178
0.3% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
5,095
shares
|
$576,142
0.11% of portfolio
|
Q3 2024
Reduced 0.59%
|