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 2,881 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,582
shares
|
$301,706
0.15% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
2,580
shares
|
$301,473
0.09% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
2,578
shares
|
$301,239
0.08% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,563
shares
|
$299,486
0.01% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
2,551
shares
|
$298,084
0.05% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
2,551
shares
|
$298,084
0.07% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,540
shares
|
$296,799
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
2,535
shares
|
$296,214
0.17% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
2,533
shares
|
$295,981
0.14% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,518
shares
|
$294,228
0.03% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
2,514
shares
|
$293,760
0.1% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,512
shares
|
$293,527
0.02% of portfolio
|
Q2 2023
Added 53.26%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Oct 06, 2025 Q3 2025 |
2,508
shares
|
$293,059
0.22% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
2,494
shares
|
$291,423
0.25% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,489
shares
|
$290,839
0.03% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
2,486
shares
|
$290,489
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
2,481
shares
|
$289,904
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 09, 2025 Q3 2025 |
2,475
shares
|
$289,203
0.15% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
2,473
shares
|
$288,970
0.08% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2,467
shares
|
$288,268
0.04% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
2,465
shares
|
$288,035
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
2,460
shares
|
$287,451
0.04% of portfolio
|
Q3 2025
Added 27.07%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
2,456
shares
|
$286,983
0.22% of portfolio
|
Q3 2025
Added 279.01%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
2,450
shares
|
$286,282
0.0% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,446
shares
|
$285,815
0.07% of portfolio
|
Q2 2025
Reduced 46.86%
|
|