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 2,827 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,107
shares
|
$602,830
0.02% of portfolio
|
Q2 2025
Reduced 53.32%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
5,102
shares
|
$602,240
0.13% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,095
shares
|
$601,413
0.24% of portfolio
|
Q2 2022
Added 7.35%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,083
shares
|
$599,997
0.06% of portfolio
|
Q2 2025
Reduced 93.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
5,079
shares
|
$599,525
0.02% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,073
shares
|
$598,816
0.25% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,062
shares
|
$597,518
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
5,059
shares
|
$597,164
0.19% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
5,055
shares
|
$596,692
0.47% of portfolio
|
Q2 2025
Reduced 53.08%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,039
shares
|
$594,803
0.02% of portfolio
|
Q2 2025
Reduced 29.53%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
5,032
shares
|
$593,977
0.39% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
5,032
shares
|
$593,977
0.16% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
5,029
shares
|
$593,623
0.09% of portfolio
|
Q2 2025
Added 105.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
5,028
shares
|
$593,505
0.0% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
5,010
shares
|
$591,380
0.3% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,008
shares
|
$591,144
0.04% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
5,001
shares
|
$590,318
0.21% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$590,200
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$590,200
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
4,997
shares
|
$589,845
0.35% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
4,992
shares
|
$589,255
0.27% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
4,980
shares
|
$587,839
0.33% of portfolio
|
Q2 2025
Reduced 64.21%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,978
shares
|
$587,603
0.02% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,976
shares
|
$587,367
0.2% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$587,130
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|