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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
1,270
shares
|
$140,919
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$140,919
0.09% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,229
shares
|
$136,369
0.06% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,217
shares
|
$135,038
0.07% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,215
shares
|
$134,816
0.1% of portfolio
|
Q4 2024
Reduced 66.52%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
1,201
shares
|
$133,262
0.0% of portfolio
|
Q1 2025
Reduced 96.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,191
shares
|
$132,153
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
1,173
shares
|
$130,156
0.01% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,128
shares
|
$125,162
0.03% of portfolio
|
Q1 2025
Added 181.3%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,123
shares
|
$124,608
0.02% of portfolio
|
Q3 2022
Added 24.5%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
1,112
shares
|
$123,387
0.01% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,102
shares
|
$122,277
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,094
shares
|
$121,390
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,088
shares
|
$120,724
0.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,087
shares
|
$120,613
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,078
shares
|
$119,614
0.01% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,078
shares
|
$119,614
0.04% of portfolio
|
Q1 2025
Added 115.6%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,059
shares
|
$117,506
0.04% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,055
shares
|
$117,062
0.03% of portfolio
|
Q4 2024
Reduced 54.58%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,053
shares
|
$116,840
0.05% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,045
shares
|
$115,953
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,036
shares
|
$114,954
0.04% of portfolio
|
Q2 2024
Added 690.84%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
1,036
shares
|
$114,954
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,027
shares
|
$113,955
0.01% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
1,005
shares
|
$111,514
0.04% of portfolio
|
Q1 2025
Added 374.06%
|