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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,114
shares
|
$1.44 Million
0.51% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
12,060
shares
|
$1.43 Million
0.18% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.42 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
11,998
shares
|
$1.42 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
11,994
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
11,993
shares
|
$1.42 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,985
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2023
Added 399.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
11,966
shares
|
$1.42 Million
0.41% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,962
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2025
Reduced 26.5%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
11,904
shares
|
$1.41 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.02%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,893
shares
|
$1.41 Million
0.27% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
11,880
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Added 35.26%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
11,867
shares
|
$1.41 Million
0.58% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
11,813
shares
|
$1.4 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
11,805
shares
|
$1.4 Million
0.31% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
11,805
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 50.05%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,784
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
11,777
shares
|
$1.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
11,738
shares
|
$1.39 Million
0.29% of portfolio
|
Q2 2025
Reduced 28.22%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
11,734
shares
|
$1.39 Million
0.61% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
11,724
shares
|
$1.39 Million
0.13% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jul 31, 2025 Q2 2025 |
11,723
shares
|
$1.39 Million
0.24% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
11,715
shares
|
$1.39 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
11,700
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,692
shares
|
$1.39 Million
0.57% of portfolio
|
Q4 2023
Added 1.83%
|