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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
282
shares
|
$31,270
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
277
shares
|
$30,716
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
272
shares
|
$30,162
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
271
shares
|
$30,051
0.02% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
270
shares
|
$29,940
0.01% of portfolio
|
Q2 2025
Added 26900.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
265
shares
|
$29,385
0.02% of portfolio
|
Q2 2025
Added 92.03%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
264
shares
|
$29,274
0.0% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
263
shares
|
$29,164
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
260
shares
|
$28,831
0.01% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
251
shares
|
$27,833
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$27,722
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
250
shares
|
$27,722
0.02% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
247
shares
|
$27,389
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
245
shares
|
$27,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
239
shares
|
$26,502
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
238
shares
|
$26,391
0.02% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
235
shares
|
$26,059
0.01% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$25,615
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
228
shares
|
$25,282
0.02% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
221
shares
|
$24,506
0.02% of portfolio
|
Q2 2025
Added 121.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
214
shares
|
$23,730
0.01% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
208
shares
|
$23,065
0.0% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
204
shares
|
$22,621
0.0% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
204
shares
|
$22,621
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
203
shares
|
$22,510
0.01% of portfolio
|
Q2 2025
Reduced 32.78%
|