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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$401,105
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
3,383
shares
|
$400,750
0.05% of portfolio
|
Q2 2025
Reduced 91.5%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,378
shares
|
$400,157
0.0% of portfolio
|
Q2 2025
Reduced 35.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$399,684
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
3,370
shares
|
$399,210
0.14% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
3,364
shares
|
$398,499
0.01% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
3,363
shares
|
$398,380
0.12% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,361
shares
|
$398,144
0.08% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$397,907
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
3,350
shares
|
$396,841
0.02% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,342
shares
|
$395,893
0.03% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
3,330
shares
|
$394,471
0.1% of portfolio
|
Q2 2025
Reduced 69.61%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
3,319
shares
|
$393,168
0.17% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,317
shares
|
$392,931
0.12% of portfolio
|
Q2 2025
Added 31.73%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,313
shares
|
$392,457
0.05% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,305
shares
|
$391,510
0.01% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
3,302
shares
|
$391,154
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,289
shares
|
$389,614
0.08% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
3,288
shares
|
$389,496
0.02% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,274
shares
|
$387,838
0.18% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
3,273
shares
|
$387,719
0.26% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
3,271
shares
|
$387,482
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,264
shares
|
$386,653
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,261
shares
|
$386,298
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
3,261
shares
|
$386,298
0.15% of portfolio
|
Q2 2025
Added 5.91%
|