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 $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,410
shares
|
$164,406
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,380
shares
|
$160,908
0.06% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$159,275
0.01% of portfolio
|
Q3 2023
Reduced 59.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
1,348
shares
|
$157,176
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,339
shares
|
$156,127
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,338
shares
|
$156,010
0.01% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
1,317
shares
|
$153,562
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,305
shares
|
$152,163
0.02% of portfolio
|
Q2 2023
Added 14.47%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,300
shares
|
$151,580
0.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
1,298
shares
|
$151,346
0.05% of portfolio
|
Q3 2024
Added 49.88%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,290
shares
|
$150,414
0.07% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,273
shares
|
$148,431
0.07% of portfolio
|
Q3 2024
Added 49.76%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,270
shares
|
$148,082
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$148,082
0.09% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$141,319
0.05% of portfolio
|
Q3 2024
Added 120.36%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,212
shares
|
$141,319
0.12% of portfolio
|
Q3 2024
Reduced 90.73%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,206
shares
|
$140,619
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,191
shares
|
$138,870
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,163
shares
|
$135,605
0.09% of portfolio
|
Q3 2024
Reduced 22.05%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
1,135
shares
|
$132,341
0.02% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,123
shares
|
$130,941
0.02% of portfolio
|
Q3 2022
Added 24.5%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,113
shares
|
$129,775
0.06% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,110
shares
|
$129,426
0.12% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,102
shares
|
$128,493
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,094
shares
|
$127,560
0.04% of portfolio
|
Q3 2024
New holding
|