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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,088
shares
|
$126,860
0.05% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$122,779
0.03% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,046
shares
|
$121,963
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
1,037
shares
|
$120,914
0.0% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
1,036
shares
|
$120,797
0.05% of portfolio
|
Q2 2024
Added 690.84%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,016
shares
|
$118,465
0.05% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,004
shares
|
$117,066
0.02% of portfolio
|
Q3 2024
Reduced 63.02%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
975
shares
|
$113,685
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
975
shares
|
$113,685
0.24% of portfolio
|
Q4 2022
Reduced 45.44%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
964
shares
|
$112,402
0.04% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
959
shares
|
$111,819
0.02% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
959
shares
|
$111,819
0.04% of portfolio
|
Q2 2024
Reduced 13.21%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
950
shares
|
$110,770
0.03% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
948
shares
|
$110,536
0.02% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
946
shares
|
$110,303
0.02% of portfolio
|
Q2 2024
Added 20.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
920
shares
|
$107,272
0.01% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
915
shares
|
$106,689
0.05% of portfolio
|
Q3 2024
Reduced 39.2%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
889
shares
|
$103,657
0.09% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
885
shares
|
$103,191
0.04% of portfolio
|
Q2 2024
Reduced 13.66%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
878
shares
|
$102,374
0.04% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
870
shares
|
$101,442
0.04% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
830
shares
|
$96,778
0.03% of portfolio
|
Q1 2024
Reduced 84.35%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
829
shares
|
$96,661
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
800
shares
|
$93,280
0.03% of portfolio
|
Q2 2022
Reduced 3.96%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
799
shares
|
$93,163
0.02% of portfolio
|
Q3 2024
Added 0.5%
|