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 |
|---|---|---|---|---|---|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,666
shares
|
$517,739
0.12% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
4,665
shares
|
$517,628
0.21% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$517,295
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
4,660
shares
|
$517,073
0.26% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,652
shares
|
$516,185
0.06% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
4,644
shares
|
$515,298
0.17% of portfolio
|
Q1 2025
Reduced 95.74%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,640
shares
|
$514,854
0.16% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
4,636
shares
|
$514,410
0.07% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,621
shares
|
$512,746
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,603
shares
|
$510,748
0.13% of portfolio
|
Q1 2025
Added 88.18%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
4,602
shares
|
$510,637
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,602
shares
|
$510,637
0.15% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
4,599
shares
|
$510,305
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
4,598
shares
|
$510,194
0.12% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
4,588
shares
|
$509,084
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
4,578
shares
|
$507,974
0.08% of portfolio
|
Q1 2025
Added 88.86%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
4,573
shares
|
$507,420
0.26% of portfolio
|
Q1 2024
Added 31.41%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
4,550
shares
|
$504,868
0.18% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
4,543
shares
|
$504,091
0.1% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
4,543
shares
|
$504,091
0.09% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
4,533
shares
|
$502,981
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$501,761
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$500,873
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,510
shares
|
$500,429
0.06% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
4,508
shares
|
$500,207
0.19% of portfolio
|
Q4 2024
Reduced 4.75%
|