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 |
|---|---|---|---|---|---|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
11,553
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2020
Added 92.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,520
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
11,458
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
11,457
shares
|
$1.27 Million
0.23% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
11,456
shares
|
$1.27 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,455
shares
|
$1.27 Million
0.75% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
11,411
shares
|
$1.27 Million
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
11,407
shares
|
$1.27 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
11,380
shares
|
$1.26 Million
0.45% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,336
shares
|
$1.26 Million
0.3% of portfolio
|
Q2 2022
Added 0.25%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
11,312
shares
|
$1.26 Million
0.42% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,308
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
11,305
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Added 35.54%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
11,299
shares
|
$1.25 Million
0.3% of portfolio
|
Q2 2025
Reduced 27.48%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
11,280
shares
|
$1.25 Million
0.14% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
11,240
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
11,229
shares
|
$1.25 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
11,215
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
11,188
shares
|
$1.24 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
11,186
shares
|
$1.24 Million
0.18% of portfolio
|
Q1 2025
Added 522.14%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
11,179
shares
|
$1.24 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
11,163
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
11,149
shares
|
$1.24 Million
0.23% of portfolio
|
Q1 2025
Added 9.78%
|