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 |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,887
shares
|
$326,461
0.34% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
2,886
shares
|
$326,348
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,883
shares
|
$326,009
0.11% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,880
shares
|
$325,670
0.07% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
2,880
shares
|
$325,670
0.11% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,879
shares
|
$325,557
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
2,868
shares
|
$324,313
0.1% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,859
shares
|
$323,295
0.18% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$322,278
0.13% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$321,938
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,839
shares
|
$321,034
0.1% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,836
shares
|
$320,694
0.04% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,825
shares
|
$319,451
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,822
shares
|
$319,111
0.02% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
2,822
shares
|
$319,111
0.13% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,814
shares
|
$318,207
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
2,814
shares
|
$318,207
0.24% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2024 Q3 2024 |
2,811
shares
|
$317,867
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
2,807
shares
|
$317,415
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
2,806
shares
|
$317,302
0.12% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
2,801
shares
|
$316,737
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,801
shares
|
$316,737
0.14% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
2,796
shares
|
$316,171
0.18% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$316,058
0.04% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,790
shares
|
$315,493
0.01% of portfolio
|
Q3 2024
New holding
|