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 |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
3,018
shares
|
$341,275
0.09% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,008
shares
|
$340,144
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
3,001
shares
|
$339,353
0.11% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
3,000
shares
|
$339,240
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,996
shares
|
$338,787
0.0% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
2,994
shares
|
$338,561
0.04% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,991
shares
|
$338,222
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
2,976
shares
|
$336,526
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$335,847
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Ddd Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,959
shares
|
$334,603
0.04% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
2,956
shares
|
$334,264
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,953
shares
|
$333,925
0.03% of portfolio
|
Q4 2023
Added 33.98%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
2,946
shares
|
$333,133
0.04% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
2,945
shares
|
$333,020
0.03% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,944
shares
|
$332,907
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
2,938
shares
|
$332,229
0.25% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
2,937
shares
|
$332,115
0.1% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,931
shares
|
$331,437
0.18% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,929
shares
|
$331,211
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
2,924
shares
|
$330,645
0.06% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,924
shares
|
$330,645
0.1% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
2,919
shares
|
$330,080
0.12% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,917
shares
|
$329,854
0.25% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,906
shares
|
$328,610
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,888
shares
|
$326,575
0.11% of portfolio
|
Q3 2024
Added 42.41%
|