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 2,825 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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,136
shares
|
$347,751
0.04% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
3,127
shares
|
$346,753
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
3,112
shares
|
$345,089
0.27% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
3,101
shares
|
$343,869
0.3% of portfolio
|
Q2 2025
Reduced 23.15%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
3,093
shares
|
$342,982
0.15% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,090
shares
|
$342,650
0.08% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,076
shares
|
$341,097
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
3,071
shares
|
$340,543
0.13% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
3,068
shares
|
$340,210
0.27% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
3,060
shares
|
$339,323
0.18% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,055
shares
|
$338,768
0.02% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
3,053
shares
|
$338,547
0.0% of portfolio
|
Q2 2025
Added 56.89%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
3,047
shares
|
$337,881
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,019
shares
|
$334,776
0.04% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,012
shares
|
$334,000
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
3,011
shares
|
$333,889
0.11% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
3,010
shares
|
$333,778
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
3,000
shares
|
$332,670
0.0% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$332,670
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,988
shares
|
$331,339
0.02% of portfolio
|
Q2 2025
Reduced 15.43%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
2,987
shares
|
$331,228
0.19% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
2,983
shares
|
$330,784
0.02% of portfolio
|
Q1 2025
Added 28.58%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,979
shares
|
$330,341
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Sterling Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,974
shares
|
$329,786
0.23% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
2,974
shares
|
$329,786
0.18% of portfolio
|
Q2 2025
Reduced 2.84%
|