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 |
|---|---|---|---|---|---|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
338
shares
|
$38,221
0.01% of portfolio
|
Q1 2022
Reduced 54.2%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$38,221
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$38,107
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
330
shares
|
$37,316
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
326
shares
|
$36,864
0.02% of portfolio
|
Q2 2024
Reduced 33.6%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
315
shares
|
$35,620
0.0% of portfolio
|
Q4 2022
Added 293.75%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
307
shares
|
$34,715
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
299
shares
|
$33,810
0.01% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
298
shares
|
$33,697
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
297
shares
|
$33,584
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
291
shares
|
$32,906
0.02% of portfolio
|
Q1 2024
Added 68.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
290
shares
|
$32,793
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
280
shares
|
$31,662
0.01% of portfolio
|
Q4 2023
Reduced 31.71%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
280
shares
|
$31,662
0.01% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
276
shares
|
$31,210
0.01% of portfolio
|
Q2 2024
Reduced 39.87%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
271
shares
|
$30,644
0.01% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Nov 04, 2024 Q3 2024 |
263
shares
|
$29,740
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$28,270
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
239
shares
|
$27,026
0.02% of portfolio
|
Q4 2023
Reduced 9.13%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
239
shares
|
$27,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
236
shares
|
$26,686
0.02% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
235
shares
|
$26,573
0.01% of portfolio
|
Q3 2024
Reduced 87.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$26,121
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
230
shares
|
$26,008
0.02% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
225
shares
|
$25,443
0.01% of portfolio
|
Q4 2023
Added 294.74%
|