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Get Institutions for : 
iShares Core S&P Small-Cap (IJR)  
$107.13 0.80 (0.75%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2145    3
Total shares held : 
 485,469,194  
% of shares held : 
 82.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   187  
Amount of shares held : 
 8,591,379  
% of shares held change : 
   1.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.96  
Last Quarter's Ending Price : 
 $108.25  
Last Quarter's Average Price : 
 $96.38  
Change from last quarter's     
avg. price to the last closing  : 
10.75 (11.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
94
 3,834,977
 0.79%
 
Increased Positions :
953
 26,919,824
 5.55%
 
Unchanged Positions :
329
 8,277,489
 1.71%
 
Decreased Positions :
769
-15,226,425
-3.14%
 
Closed Positions :
91
-6,936,997
-1.43%
 
Guru Positions :
2
61,109
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NATIONWIDE FUND ADVISORS 3 - 2024-03-31 1,288,643 $142,421,000 0
   ALLY FINANCIAL INC. 5 - 2023-12-31 271,000 $29,336,000 0
   Aft Forsyth & Sober LLC 5 - 2023-12-31 140,945 $15,257,000 0
   Salomon & Ludwin LLC 23 - 2023-12-31 154,451 $14,573,000 0
   Retirement Systems of Alabama 483 - 2023-12-31 83,530 $9,042,000 0
   ZIEGLER CAPITAL MANAGEMENT LLC 57 - 2023-12-31 81,317 $8,803,000 0
   YALE CAPITAL CORP 35 - 2023-12-31 78,157 $8,460,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 79 - 2023-12-31 62,587 $6,775,000 0
   CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 30 - 2023-12-31 56,372 $6,102,000 0
   CHILTON INVESTMENT CO LLC 53 - 2023-12-31 44,518 $4,819,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 5 - 2024-03-31 41,936 $4,635,000 0
   Performa Ltd (US) LLC 12 - 2023-12-31 35,851 $3,881,000 0
   Viewpoint Capital Management LLC 14 - 2024-03-31 28,112 $3,107,000 0
   Corundum Trust Company INC 2 - 2023-09-30 31,490 $2,970,000 0
   Mitsubishi UFJ Asset Management (UK) Ltd. 13 - 2023-12-31 26,000 $2,815,000 0
   UNIVEST CORP OF PENNSYLVANIA 43 - 2023-12-31 25,865 $2,800,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 27 - 2023-12-31 24,350 $2,636,000 0
   FOUNDERS CAPITAL MANAGEMENT LLC 34 - 2024-03-31 23,842 $2,635,000 0
   Armbruster Capital Management Inc. 31 - 2023-12-31 23,412 $2,534,000 0
   Financial Gravity Wealth Inc. 125 - 2023-12-31 85,631 $2,498,000 0
   Oversea-Chinese Banking CORP Ltd 133 - 2023-12-31 20,071 $2,173,000 0
   Kohmann Bosshard Financial Services LLC 50 - 2024-03-31 19,063 $2,107,000 0
   Essex Savings Bank 33 - 2024-03-31 18,637 $2,017,000 0
   HALL KATHRYN A. 29 - 2023-12-31 18,450 $1,997,000 0
   BALDWIN INVESTMENT MANAGEMENT LLC 55 - 2023-12-31 18,440 $1,996,000 0
   FRG Family Wealth Advisors LLC 48 - 2023-12-31 17,133 $1,855,000 0
   RDL FINANCIAL INC 42 - 2024-03-31 18,593 $1,853,000 0
   OBERMEYER ASSET MANAGEMENT CO 54 - 2023-12-31 16,966 $1,837,000 0
   Dougherty Wealth Advisers LLC 12 - 2024-03-31 16,598 $1,834,000 0
   Transcendent Capital Group LLC 29 - 2024-03-31 16,815 $1,820,000 0
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 98 - 2023-12-31 16,772 $1,816,000 0
   LOCKERMAN FINANCIAL GROUP INC. 4 - 2024-03-31 14,370 $1,588,000 0
   Peak Asset Management LLC 63 - 2023-12-31 13,733 $1,487,000 0
   FIRST NATIONAL CORP /MA/ /ADV 62 - 2024-03-31 13,310 $1,441,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 66 - 2023-12-31 12,488 $1,352,000 0
   AJ WEALTH STRATEGIES LLC 114 - 2023-06-30 13,004 $1,296,000 0
   Inscription Capital LLC 46 - 2024-03-31 11,814 $1,287,000 0
   LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 103 - 2023-12-31 11,600 $1,256,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 950 - 2023-12-31 11,553 $1,251,000 0
   First Capital Advisors Group LLC. 45 - 2023-06-30 11,674 $1,163,000 0
   Sowa Financial Group Inc. 21 - 2024-03-31 10,358 $1,121,000 0
   Ardent Capital Management Inc. 19 - 2023-12-31 10,246 $1,109,000 0
   Pasadena Private Wealth LLC 44 - 2024-03-31 10,000 $1,105,000 0
   Edmonds Duncan Registered Investment Advisors LLC 51 - 2024-03-31 9,603 $1,061,000 0
   SEABRIDGE INVESTMENT ADVISORS LLC - 2023-12-31 9,510 $1,029,000 0
   StrongBox Wealth LLC 43 - 2024-03-31 9,231 $999,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 274 - 2024-03-31 8,915 $965,000 0
   Marks Group Wealth Management Inc 171 - 2023-12-31 8,837 $957,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 39 - 2023-09-30 9,727 $918,000 0
   Efficient Wealth Management LLC - 2023-12-31 8,198 $887,000 0
   Horizons Wealth Management 28 - 2024-03-31 7,731 $837,000 0
   Sierra Capital LLC 71 - 2023-12-31 7,670 $830,000 0
   HAVERFORD FINANCIAL SERVICES INC. 30 - 2023-12-31 7,505 $812,000 0
   BERKSHIRE ASSET MANAGEMENT INC/PA 127 - 2023-12-31 7,472 $809,000 0
   SONATA CAPITAL GROUP INC 46 - 2023-12-31 7,362 $797,000 0
   Key Financial Inc 91 - 2023-12-31 6,975 $755,000 0
   LVM CAPITAL MANAGEMENT LTD/MI 90 - 2024-03-31 6,815 $753,000 0
   WATERS PARKERSON & CO INC 107 - 2023-12-31 6,728 $728,000 0
   SATHER FINANCIAL GROUP INC - 2023-12-31 6,670 $722,000 0
   WEALTH ADVISORS INC. 33 - 2023-09-30 7,564 $714,000 0
   Argent Advisors Inc. 79 - 2023-12-31 6,582 $713,000 0
   LINCOLN CAPITAL CORP 42 - 2024-03-31 6,442 $712,000 0
   SEVEN POST INVESTMENT OFFICE LP 33 - 2024-03-31 6,298 $696,000 0
   Hillcrest Wealth Advisors - NY LLC 29 - 2024-03-31 6,224 $688,000 0
   PHILADELPHIA TRUST CO 132 - 2023-12-31 6,074 $658,000 0
   Advanced Asset Management Advisors Inc 52 - 2024-03-31 5,781 $639,000 0
   Kearns & Associates LLC - 2023-12-31 5,808 $629,000 0
   ARMSTRONG ADVISORY GROUP INC 77 - 2024-03-31 5,786 $626,000 0
   Asset Allocation & Management Company LLC 32 - 2024-03-31 5,541 $612,000 0
   Strategic Financial Planning Inc. 27 - 2024-03-31 5,299 $586,000 0
   ZBN.A. 244 - 2023-12-31 5,363 $581,000 0
   Willow Creek Wealth Management Inc. 76 - 2023-12-31 5,367 $581,000 0
   ACIMA PRIVATE WEALTH LLC 75 - 2023-12-31 5,302 $574,000 0
   New Legacy Group LLC 14 - 2023-09-30 6,000 $566,000 0
   Levy Wealth Management Group LLC 51 - 2024-03-31 5,081 $550,000 0
   HUDSON VALLEY INVESTMENT ADVISORS INC 121 - 2024-03-31 4,968 $549,000 0
   TRIAD FINANCIAL ADVISORS INC. 48 - 2023-09-30 5,786 $546,000 0
   Lion Street Advisors LLC 102 - 2024-03-31 4,970 $538,000 0
   Financial Insights Inc. 97 - 2024-03-31 4,863 $537,000 0
   Relyea Zuckerberg Hanson LLC 120 - 2024-03-31 4,778 $528,000 0
   WMG Financial Advisors LLC 56 - 2023-12-31 4,819 $522,000 0
   KCM INVESTMENT ADVISORS LLC 249 - 2023-12-31 4,795 $519,000 0
   Security National Bank 79 - 2024-03-31 4,642 $513,000 0
   BTC Capital Management Inc. 167 - 2024-03-31 4,625 $511,000 0
   Lazard Freres Gestion S.A.S. 63 - 2023-12-31 4,602 $504,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 167 - 2023-09-30 5,266 $499,000 0
   Linker Capital Management Inc. 27 - 2023-06-30 5,000 $498,000 0
   PRICE T ROWE ASSOCIATES INC /MD/ 2166 - 2023-12-31 4,586 $497,000 0
   Cherry Tree Wealth Management LLC 85 - 2023-12-31 4,562 $494,000 0
   SAGE RHINO CAPITAL LLC 134 - 2024-03-31 4,249 $470,000 0
   Pine Haven Investment Counsel Inc 61 - 2024-03-31 4,230 $468,000 0
   HOLLOW BROOK ASSOCIATES LLC 62 - 2023-12-31 4,297 $465,000 0
   Bordeaux Wealth Advisors LLC 64 - 2023-12-31 4,255 $461,000 0
   ARGENT CAPITAL MANAGEMENT LLC 122 - 2023-12-31 4,186 $453,000 0
   PEDDOCK CAPITAL ADVISORS LLC 108 - 2023-12-31 4,177 $452,000 0
   Leisure Capital Management 101 - 2023-12-31 4,180 $452,000 0
   DUNCKER STREETT & CO INC 157 - 2024-03-31 4,049 $447,000 0
   LAM GROUP INC. 57 - 2024-03-31 4,000 $442,000 0
   Allie Family Office LLC 48 - 2023-12-31 4,048 $438,000 0
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 121 - 2024-03-31 3,902 $431,000 0
  100 Records found
  1    
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