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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
4,000
shares
|
$443,840
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
3,984
shares
|
$442,064
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
3,977
shares
|
$441,287
0.12% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,952
shares
|
$438,513
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
3,935
shares
|
$436,627
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,917
shares
|
$434,630
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$434,519
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
3,915
shares
|
$434,408
0.28% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
3,914
shares
|
$434,297
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
3,912
shares
|
$434,075
0.04% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$433,742
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
3,890
shares
|
$431,634
0.4% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,888
shares
|
$431,412
0.06% of portfolio
|
Q1 2025
Added 95.57%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
3,881
shares
|
$430,635
0.35% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$429,859
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
3,872
shares
|
$429,637
0.08% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,856
shares
|
$427,861
0.05% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
3,845
shares
|
$426,641
0.33% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$424,311
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,816
shares
|
$423,423
0.04% of portfolio
|
Q1 2025
Reduced 66.39%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
3,797
shares
|
$421,315
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
3,779
shares
|
$419,317
0.16% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
3,769
shares
|
$418,208
0.1% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
3,767
shares
|
$417,986
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
3,761
shares
|
$417,320
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|