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 2,569 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $57.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
309,078
shares
|
$35.8 Million
2.55% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
307,233
shares
|
$35.6 Million
3.31% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
306,421
shares
|
$35.5 Million
5.49% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
304,976
shares
|
$35.3 Million
3.68% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
304,729
shares
|
$35.3 Million
1.1% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
303,531
shares
|
$35.2 Million
6.55% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
301,640
shares
|
$34.9 Million
0.11% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
300,185
shares
|
$34.8 Million
0.81% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
298,702
shares
|
$34.6 Million
3.29% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
297,771
shares
|
$34.5 Million
2.34% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
295,818
shares
|
$34.3 Million
0.84% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
295,371
shares
|
$34.2 Million
2.64% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
290,023
shares
|
$33.6 Million
2.38% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
287,510
shares
|
$33.3 Million
0.47% of portfolio
|
Q2 2023
Added 107.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
287,161
shares
|
$33.3 Million
0.52% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
285,368
shares
|
$33.1 Million
4.1% of portfolio
|
Q3 2024
Added 1130.99%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
279,160
shares
|
$32.3 Million
2.3% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
279,019
shares
|
$32.3 Million
5.65% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
278,416
shares
|
$32.2 Million
4.86% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
275,021
shares
|
$31.9 Million
3.97% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
274,130
shares
|
$31.8 Million
1.52% of portfolio
|
Q3 2024
Reduced 61.98%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
272,046
shares
|
$31.5 Million
4.03% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
271,317
shares
|
$31.4 Million
0.05% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
270,448
shares
|
$31.3 Million
4.41% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
269,198
shares
|
$31.2 Million
2.9% of portfolio
|
Q3 2024
Added 2.75%
|