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 |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
200
shares
|
$22,178
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
193
shares
|
$21,401
0.01% of portfolio
|
Q2 2022
Added 264.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
187
shares
|
$20,736
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
178
shares
|
$19,738
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
173
shares
|
$19,183
0.0% of portfolio
|
Q1 2025
Reduced 71.36%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
172
shares
|
$19,073
0.0% of portfolio
|
Q1 2025
Added 212.73%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
170
shares
|
$18,851
0.0% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
164
shares
|
$18,185
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
162
shares
|
$17,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
154
shares
|
$17,077
0.01% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
153
shares
|
$16,966
0.0% of portfolio
|
Q2 2025
Reduced 42.7%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
150
shares
|
$16,633
0.01% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
150
shares
|
$16,633
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
147
shares
|
$16,300
0.01% of portfolio
|
Q1 2024
Added 34.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
147
shares
|
$16,300
0.01% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
141
shares
|
$15,635
0.01% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
140
shares
|
$15,524
0.0% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
137
shares
|
$15,191
0.0% of portfolio
|
Q2 2025
Added 114.06%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
136
shares
|
$15,081
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
136
shares
|
$15,081
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
130
shares
|
$14,415
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
127
shares
|
$14,083
0.01% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
123
shares
|
$13,639
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
113
shares
|
$12,530
0.0% of portfolio
|
Q2 2025
Reduced 54.62%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
109
shares
|
$12,087
0.03% of portfolio
|
Q2 2021
New holding
|