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 2,823 institutions that hold shares in the stock, with a total of 566 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
46,444
shares
|
$5.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
46,413
shares
|
$5.15 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
46,345
shares
|
$5.14 Million
0.71% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
46,253
shares
|
$5.13 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,165
shares
|
$5.12 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
45,981
shares
|
$5.1 Million
2.16% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$5.09 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
45,882
shares
|
$5.09 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
45,845
shares
|
$5.09 Million
2.74% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
45,511
shares
|
$5.05 Million
0.48% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
45,472
shares
|
$5.05 Million
1.04% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
45,417
shares
|
$5.04 Million
4.39% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
45,255
shares
|
$5.02 Million
0.24% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
45,242
shares
|
$5.02 Million
4.07% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
45,230
shares
|
$5.02 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
45,130
shares
|
$5.01 Million
5.61% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
45,071
shares
|
$5 Million
0.73% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
44,961
shares
|
$4.99 Million
1.02% of portfolio
|
Q1 2025
Added 49.14%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
44,575
shares
|
$4.95 Million
2.28% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
44,554
shares
|
$4.94 Million
3.9% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
44,352
shares
|
$4.92 Million
0.85% of portfolio
|
Q2 2025
Reduced 66.23%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
44,036
shares
|
$4.89 Million
0.2% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
43,740
shares
|
$4.85 Million
0.83% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
43,673
shares
|
$4.85 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
43,538
shares
|
$4.83 Million
0.06% of portfolio
|
Q2 2022
Added 0.61%
|