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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
20,261
shares
|
$2.4 Million
2.02% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
20,254
shares
|
$2.4 Million
1.05% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,186
shares
|
$2.39 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
20,093
shares
|
$2.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
20,089
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
20,012
shares
|
$2.37 Million
0.61% of portfolio
|
Q2 2025
Added 511.05%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
19,986
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,973
shares
|
$2.37 Million
0.14% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,959
shares
|
$2.36 Million
0.43% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
19,943
shares
|
$2.36 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
19,933
shares
|
$2.36 Million
0.15% of portfolio
|
Q2 2025
Added 73.32%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
19,922
shares
|
$2.36 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
19,805
shares
|
$2.35 Million
0.06% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
19,740
shares
|
$2.34 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
19,706
shares
|
$2.33 Million
3.05% of portfolio
|
Q2 2025
Reduced 92.71%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
19,627
shares
|
$2.33 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
19,623
shares
|
$2.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
19,556
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 337.1%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
19,444
shares
|
$2.3 Million
0.49% of portfolio
|
Q2 2025
Reduced 15.2%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
19,433
shares
|
$2.3 Million
1.4% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
19,379
shares
|
$2.3 Million
0.31% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
19,328
shares
|
$2.29 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
19,301
shares
|
$2.29 Million
0.73% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
19,297
shares
|
$2.29 Million
0.28% of portfolio
|
Q2 2025
Reduced 13.28%
|