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 |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
11,124
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
11,115
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
11,106
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,092
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
11,023
shares
|
$1.22 Million
0.29% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
10,991
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
10,983
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
10,982
shares
|
$1.22 Million
0.29% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,972
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
10,968
shares
|
$1.22 Million
0.25% of portfolio
|
Q1 2025
Reduced 24.99%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,958
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
10,945
shares
|
$1.21 Million
0.12% of portfolio
|
Q1 2025
Reduced 13.24%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
10,945
shares
|
$1.21 Million
0.27% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
10,940
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
10,931
shares
|
$1.21 Million
0.35% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,886
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
10,862
shares
|
$1.21 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
10,845
shares
|
$1.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
10,842
shares
|
$1.2 Million
0.15% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
10,840
shares
|
$1.2 Million
0.8% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
10,822
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 80.46%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
10,815
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,799
shares
|
$1.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.96%
|