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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
2,641
shares
|
$292,860
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2,635
shares
|
$292,195
0.04% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
2,632
shares
|
$291,862
0.1% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,627
shares
|
$291,308
0.1% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2,627
shares
|
$291,308
0.06% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
2,627
shares
|
$291,308
0.15% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Signet Investment Advisory Group, Inc.
|
Aug 01, 2025 Q2 2025 |
2,625
shares
|
$291,086
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,621
shares
|
$290,642
0.14% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,612
shares
|
$289,644
0.21% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,607
shares
|
$289,090
0.04% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
2,596
shares
|
$287,870
0.25% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,592
shares
|
$287,426
0.08% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
2,582
shares
|
$286,317
0.07% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,582
shares
|
$286,317
0.15% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
2,578
shares
|
$285,874
0.08% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,554
shares
|
$283,213
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
2,553
shares
|
$283,102
0.0% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
2,551
shares
|
$282,880
0.06% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
2,545
shares
|
$282,215
0.03% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
2,545
shares
|
$282,215
0.17% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Aug 11, 2025 Q2 2025 |
2,540
shares
|
$281,660
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,529
shares
|
$280,440
0.05% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,518
shares
|
$279,221
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,512
shares
|
$278,555
0.02% of portfolio
|
Q2 2023
Added 53.26%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
2,508
shares
|
$278,112
0.22% of portfolio
|
Q2 2025
Added 8.2%
|