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 |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,776
shares
|
$200,830
0.09% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,771
shares
|
$200,264
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$199,133
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,760
shares
|
$199,020
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$198,681
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,750
shares
|
$197,890
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,744
shares
|
$197,211
0.19% of portfolio
|
Q3 2024
Reduced 58.67%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
1,743
shares
|
$197,098
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$195,628
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
1,728
shares
|
$195,402
0.01% of portfolio
|
Q3 2024
Reduced 58.79%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
1,723
shares
|
$194,836
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,720
shares
|
$194,497
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,715
shares
|
$193,932
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,704
shares
|
$192,688
0.05% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,678
shares
|
$189,748
0.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
1,666
shares
|
$188,391
0.06% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,635
shares
|
$184,885
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,633
shares
|
$184,659
0.11% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,633
shares
|
$184,659
0.04% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$184,207
0.08% of portfolio
|
Q4 2023
Reduced 0.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,626
shares
|
$183,868
0.07% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,618
shares
|
$182,963
0.02% of portfolio
|
Q1 2023
Reduced 57.17%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,618
shares
|
$182,963
0.13% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
1,587
shares
|
$179,457
0.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
1,545
shares
|
$174,708
0.09% of portfolio
|
Q1 2024
Added 18.39%
|