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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
788
shares
|
$91,880
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
780
shares
|
$90,948
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
744
shares
|
$86,750
0.03% of portfolio
|
Q1 2024
Reduced 8.03%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
738
shares
|
$86,050
0.0% of portfolio
|
Q3 2022
Reduced 9.11%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
730
shares
|
$85,118
0.06% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
710
shares
|
$82,786
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
708
shares
|
$82,552
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
693
shares
|
$80,803
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
692
shares
|
$80,687
0.02% of portfolio
|
Q4 2023
Reduced 5.72%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
689
shares
|
$80,337
0.0% of portfolio
|
Q3 2024
Added 5641.67%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
672
shares
|
$78,355
0.01% of portfolio
|
Q3 2024
Reduced 28.81%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
659
shares
|
$76,839
0.04% of portfolio
|
Q2 2024
Reduced 26.37%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
659
shares
|
$76,839
0.01% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
652
shares
|
$76,023
0.04% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
647
shares
|
$75,440
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
640
shares
|
$74,624
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
638
shares
|
$74,390
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
620
shares
|
$72,292
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
604
shares
|
$70,426
0.02% of portfolio
|
Q2 2024
Reduced 71.79%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$69,960
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
597
shares
|
$69,610
0.02% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
597
shares
|
$69,610
0.06% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
575
shares
|
$67,045
0.02% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
567
shares
|
$66,112
0.03% of portfolio
|
Q2 2022
Added 1.61%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
552
shares
|
$64,363
0.01% of portfolio
|
Q3 2024
Added 16.21%
|