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 |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
62,583
shares
|
$6.94 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
62,502
shares
|
$6.93 Million
1.18% of portfolio
|
Q3 2022
Reduced 56.95%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
61,989
shares
|
$6.87 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
61,772
shares
|
$6.85 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
61,644
shares
|
$6.84 Million
0.16% of portfolio
|
Q2 2025
Reduced 86.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
61,512
shares
|
$6.82 Million
0.25% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
61,446
shares
|
$6.81 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Cumberland Advisors Inc
|
Aug 07, 2025 Q2 2025 |
61,370
shares
|
$6.81 Million
2.82% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
61,075
shares
|
$6.77 Million
0.36% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
60,965
shares
|
$6.76 Million
1.45% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
60,835
shares
|
$6.75 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
60,560
shares
|
$6.72 Million
1.41% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
60,074
shares
|
$6.66 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
60,000
shares
|
$6.65 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
59,839
shares
|
$6.64 Million
0.05% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
59,818
shares
|
$6.63 Million
4.27% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
59,434
shares
|
$6.59 Million
2.14% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
59,256
shares
|
$6.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Performa LTD (Us), LLC
|
Aug 11, 2025 Q2 2025 |
59,150
shares
|
$6.56 Million
1.95% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
59,023
shares
|
$6.55 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
58,867
shares
|
$6.53 Million
2.19% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
58,620
shares
|
$6.5 Million
5.93% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
58,508
shares
|
$6.49 Million
0.29% of portfolio
|
Q2 2025
Added 42.54%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
58,422
shares
|
$6.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 70.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
58,189
shares
|
$6.45 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.07%
|