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 |
|---|---|---|---|---|---|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
10,774
shares
|
$1.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,633
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
10,626
shares
|
$1.18 Million
1.14% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
10,572
shares
|
$1.17 Million
0.18% of portfolio
|
Q1 2025
Reduced 59.72%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
10,558
shares
|
$1.17 Million
1.08% of portfolio
|
Q1 2025
Reduced 67.25%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
10,540
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
10,481
shares
|
$1.16 Million
0.75% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
10,468
shares
|
$1.16 Million
0.72% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
10,433
shares
|
$1.16 Million
0.57% of portfolio
|
Q1 2025
Added 17.85%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,425
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2025
Added 88.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,423
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
10,407
shares
|
$1.15 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,381
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,343
shares
|
$1.15 Million
0.21% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,302
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.22%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
10,301
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,288
shares
|
$1.14 Million
0.61% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
10,261
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
10,230
shares
|
$1.14 Million
0.21% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
10,179
shares
|
$1.13 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
10,175
shares
|
$1.13 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
10,173
shares
|
$1.13 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,172
shares
|
$1.13 Million
0.19% of portfolio
|
Q2 2025
Reduced 57.34%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
10,151
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.75%
|