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 2,830 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
123
shares
|
$14,570
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
113
shares
|
$13,385
0.0% of portfolio
|
Q2 2025
Reduced 54.62%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
109
shares
|
$12,912
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
108
shares
|
$12,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
106
shares
|
$12,556
0.01% of portfolio
|
Q2 2025
Added 41.33%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
103
shares
|
$12,201
0.01% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
103
shares
|
$12,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
95
shares
|
$11,253
0.0% of portfolio
|
Q1 2025
Reduced 29.63%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
95
shares
|
$11,253
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
93
shares
|
$11,016
0.0% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
87
shares
|
$10,306
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
86
shares
|
$10,187
0.01% of portfolio
|
Q2 2024
Added 177.42%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
82
shares
|
$9,713
0.0% of portfolio
|
Q2 2025
Reduced 26.13%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
82
shares
|
$9,713
0.0% of portfolio
|
Q2 2025
Reduced 57.29%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
81
shares
|
$9,595
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
80
shares
|
$9,476
0.0% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
79
shares
|
$9,358
0.0% of portfolio
|
Q2 2024
Added 51.92%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
78
shares
|
$9,239
0.01% of portfolio
|
Q1 2025
Reduced 47.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
75
shares
|
$8,884
0.0% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$7,936
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$7,699
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
62
shares
|
$7,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
60
shares
|
$7,107
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
55
shares
|
$6,515
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$6,396
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|