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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2022
Added 49.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
9,278
shares
|
$1.1 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
9,265
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
9,244
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
9,215
shares
|
$1.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Chandler Asset Management, Inc.
|
Aug 08, 2025 Q2 2025 |
9,150
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,108
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
9,089
shares
|
$1.08 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
9,000
shares
|
$1.07 Million
0.93% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$1.07 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,999
shares
|
$1.07 Million
0.21% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
8,999
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
8,975
shares
|
$1.06 Million
0.84% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
8,940
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
8,910
shares
|
$1.06 Million
0.52% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
8,910
shares
|
$1.06 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
8,891
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Reduced 47.15%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
8,891
shares
|
$1.05 Million
0.59% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
8,835
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Added 48.19%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,829
shares
|
$1.05 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
8,796
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
8,792
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,768
shares
|
$1.04 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
8,749
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Reduced 30.33%
|