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 |
|---|---|---|---|---|---|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
3,516
shares
|
$415,028
0.01% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
3,500
shares
|
$413,140
0.04% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
3,495
shares
|
$412,549
0.66% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
3,492
shares
|
$412,195
0.03% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
3,490
shares
|
$411,959
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
3,487
shares
|
$411,605
0.16% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
3,482
shares
|
$411,015
0.29% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
3,481
shares
|
$410,897
0.19% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
3,478
shares
|
$410,543
0.11% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,476
shares
|
$410,307
0.26% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,473
shares
|
$409,952
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,473
shares
|
$409,952
0.07% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
3,462
shares
|
$408,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
3,454
shares
|
$407,710
0.05% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,449
shares
|
$407,119
0.07% of portfolio
|
Q2 2025
Reduced 73.45%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
3,442
shares
|
$406,293
0.36% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
3,426
shares
|
$404,405
0.24% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
3,423
shares
|
$404,050
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
3,420
shares
|
$403,696
0.03% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
3,401
shares
|
$401,454
0.04% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
3,393
shares
|
$400,509
0.15% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
3,393
shares
|
$400,509
0.09% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
3,388
shares
|
$399,919
0.09% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$399,683
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
3,383
shares
|
$399,329
0.05% of portfolio
|
Q2 2025
Reduced 91.5%
|