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 |
|---|---|---|---|---|---|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
3,350
shares
|
$371,716
0.02% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
3,321
shares
|
$368,498
0.06% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,317
shares
|
$368,054
0.12% of portfolio
|
Q2 2025
Added 31.73%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
3,316
shares
|
$367,943
0.32% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
3,311
shares
|
$367,388
0.19% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3,308
shares
|
$367,055
0.16% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
3,299
shares
|
$366,057
0.15% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,298
shares
|
$365,946
0.88% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,295
shares
|
$365,613
0.02% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
3,294
shares
|
$365,502
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,289
shares
|
$364,947
0.08% of portfolio
|
Q2 2025
Reduced 41.12%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
3,275
shares
|
$363,394
0.25% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,273
shares
|
$363,172
0.24% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
3,271
shares
|
$362,950
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
3,263
shares
|
$362,062
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,261
shares
|
$361,840
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,254
shares
|
$361,063
0.02% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
3,254
shares
|
$361,063
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
3,237
shares
|
$359,177
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
3,224
shares
|
$357,735
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,207
shares
|
$355,848
0.26% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
3,201
shares
|
$355,182
0.1% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,194
shares
|
$354,406
0.03% of portfolio
|
Q2 2025
Reduced 43.54%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
3,193
shares
|
$354,295
0.04% of portfolio
|
Q1 2025
Added 73.06%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
3,184
shares
|
$353,296
0.03% of portfolio
|
Q1 2025
Reduced 19.82%
|