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 2,820 institutions that hold shares in the stock, with a total of 559 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
20,764
shares
|
$2.37 Million
1.99% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
20,752
shares
|
$2.36 Million
1.34% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
May 07, 2025 Q1 2025 |
20,736
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
20,702
shares
|
$2.36 Million
0.5% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
20,663
shares
|
$2.35 Million
0.14% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,568
shares
|
$2.34 Million
0.74% of portfolio
|
Q2 2022
Reduced 4.28%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
20,563
shares
|
$2.34 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
20,486
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
20,410
shares
|
$2.33 Million
1.02% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
20,328
shares
|
$2.32 Million
0.23% of portfolio
|
Q1 2025
Reduced 51.68%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
20,321
shares
|
$2.32 Million
0.17% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
20,321
shares
|
$2.32 Million
0.61% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
20,227
shares
|
$2.3 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
20,186
shares
|
$2.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
20,172
shares
|
$2.3 Million
0.89% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
20,170
shares
|
$2.3 Million
0.33% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
19,999
shares
|
$2.28 Million
0.89% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
19,986
shares
|
$2.28 Million
0.09% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,984
shares
|
$2.28 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
19,973
shares
|
$2.28 Million
0.14% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,959
shares
|
$2.27 Million
0.43% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
19,943
shares
|
$2.27 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
19,933
shares
|
$2.27 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
19,849
shares
|
$2.26 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
19,832
shares
|
$2.26 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.54%
|