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 2,825 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 $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,290
shares
|
$143,048
0.07% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
1,286
shares
|
$142,604
0.0% of portfolio
|
Q2 2025
Added 7464.71%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
1,275
shares
|
$141,384
0.06% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,270
shares
|
$140,830
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$140,830
0.09% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,251
shares
|
$138,723
0.06% of portfolio
|
Q2 2025
Reduced 38.28%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
1,231
shares
|
$136,505
0.09% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,229
shares
|
$136,283
0.06% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,215
shares
|
$134,731
0.1% of portfolio
|
Q4 2024
Reduced 66.52%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,202
shares
|
$133,289
0.05% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,197
shares
|
$132,735
0.07% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,191
shares
|
$132,069
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,134
shares
|
$125,749
0.05% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,133
shares
|
$125,638
0.01% of portfolio
|
Q2 2025
Added 94.01%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,128
shares
|
$125,083
0.02% of portfolio
|
Q2 2025
Added 95.57%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,123
shares
|
$124,529
0.02% of portfolio
|
Q3 2022
Added 24.5%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,112
shares
|
$123,309
0.01% of portfolio
|
Q2 2025
Added 74.29%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,103
shares
|
$122,311
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,102
shares
|
$122,200
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
1,092
shares
|
$121,091
0.03% of portfolio
|
Q2 2025
Added 95.35%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,088
shares
|
$120,648
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
1,087
shares
|
$120,537
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,078
shares
|
$119,539
0.01% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
1,067
shares
|
$118,319
0.01% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,055
shares
|
$116,988
0.03% of portfolio
|
Q4 2024
Reduced 54.58%
|