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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$273,201
0.12% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,409
shares
|
$272,409
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
2,400
shares
|
$271,392
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$270,939
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,386
shares
|
$269,808
0.2% of portfolio
|
Q3 2024
Reduced 91.33%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
2,386
shares
|
$269,808
0.2% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
2,381
shares
|
$269,243
0.19% of portfolio
|
Q2 2024
Reduced 15.66%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,370
shares
|
$267,999
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$266,981
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
2,361
shares
|
$266,981
0.07% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,359
shares
|
$266,755
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,359
shares
|
$266,755
0.15% of portfolio
|
Q3 2024
Reduced 75.16%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
2,351
shares
|
$265,851
0.04% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
2,348
shares
|
$265,511
0.1% of portfolio
|
Q2 2024
Added 21.28%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,347
shares
|
$265,398
0.08% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,336
shares
|
$264,154
0.16% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
2,333
shares
|
$263,815
0.1% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
2,330
shares
|
$263,476
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,329
shares
|
$263,363
0.14% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,326
shares
|
$263,024
2.25% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,323
shares
|
$262,684
0.08% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,323
shares
|
$262,684
0.02% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,322
shares
|
$262,571
0.03% of portfolio
|
Q3 2024
Added 49.71%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,321
shares
|
$262,458
0.24% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
2,313
shares
|
$261,554
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|