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 2,820 institutions that hold shares in the stock, with a total of 559 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
78,310
shares
|
$8.92 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$8.9 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
77,932
shares
|
$8.88 Million
1.88% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
77,322
shares
|
$8.81 Million
1.67% of portfolio
|
Q3 2023
Reduced 59.67%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
77,321
shares
|
$8.81 Million
0.5% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
76,730
shares
|
$8.74 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
76,474
shares
|
$8.71 Million
8.47% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
76,304
shares
|
$8.69 Million
0.26% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76,267
shares
|
$8.69 Million
0.38% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
76,196
shares
|
$8.68 Million
2.04% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
76,139
shares
|
$8.68 Million
0.2% of portfolio
|
Q3 2022
Reduced 90.17%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
75,683
shares
|
$8.62 Million
2.67% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
75,617
shares
|
$8.62 Million
2.44% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
75,593
shares
|
$8.61 Million
0.67% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
75,581
shares
|
$8.61 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
75,539
shares
|
$8.61 Million
0.62% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
75,410
shares
|
$8.59 Million
0.05% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
75,345
shares
|
$8.58 Million
1.01% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
75,239
shares
|
$8.57 Million
4.78% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
74,728
shares
|
$8.51 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
74,590
shares
|
$8.5 Million
1.4% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
74,144
shares
|
$8.45 Million
11.84% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
73,907
shares
|
$8.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
73,844
shares
|
$8.41 Million
1.92% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
F
|
May 14, 2025 Q1 2025 |
73,260
shares
|
$8.35 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.02%
|