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 2,822 institutions that hold shares in the stock, with a total of 567 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
4,978
shares
|
$552,358
0.02% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$551,915
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
4,971
shares
|
$551,582
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,956
shares
|
$549,917
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$547,587
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$547,587
0.17% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$545,701
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
4,910
shares
|
$544,813
0.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$540,264
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,824
shares
|
$535,271
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,809
shares
|
$533,606
0.23% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,808
shares
|
$533,495
0.17% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
4,800
shares
|
$532,608
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
4,795
shares
|
$532,053
0.25% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,779
shares
|
$530,277
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
4,770
shares
|
$529,279
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
4,765
shares
|
$528,724
0.2% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
4,751
shares
|
$527,170
0.7% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,749
shares
|
$526,949
0.08% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,747
shares
|
$526,727
0.04% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,744
shares
|
$526,394
0.06% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
4,741
shares
|
$526,061
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
4,724
shares
|
$524,175
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
4,686
shares
|
$519,958
0.53% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
4,680
shares
|
$519,292
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|