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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
567
shares
|
$64,116
0.03% of portfolio
|
Q2 2022
Added 1.61%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
552
shares
|
$62,420
0.01% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$61,515
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
513
shares
|
$58,010
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
502
shares
|
$56,766
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$56,540
0.01% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
496
shares
|
$56,087
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
495
shares
|
$55,974
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$55,861
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
489
shares
|
$55,296
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$54,504
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
480
shares
|
$54,278
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
475
shares
|
$53,713
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
474
shares
|
$53,599
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
473
shares
|
$53,486
0.04% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
455
shares
|
$51,451
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
446
shares
|
$50,433
0.04% of portfolio
|
Q3 2024
Reduced 47.84%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
444
shares
|
$50,207
0.03% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
409
shares
|
$46,249
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
387
shares
|
$43,761
0.04% of portfolio
|
Q3 2024
Reduced 92.32%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
380
shares
|
$42,970
0.02% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
375
shares
|
$42,405
0.01% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
369
shares
|
$41,726
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$41,161
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
351
shares
|
$39,691
0.02% of portfolio
|
Q2 2024
Reduced 83.61%
|