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 2,830 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 $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
832
shares
|
$98,558
0.02% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
832
shares
|
$98,558
0.04% of portfolio
|
Q1 2025
Added 2981.48%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
824
shares
|
$97,611
0.03% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
824
shares
|
$97,611
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
802
shares
|
$95,004
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
780
shares
|
$92,398
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
762
shares
|
$90,266
0.04% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
744
shares
|
$88,134
0.03% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
738
shares
|
$87,423
0.0% of portfolio
|
Q3 2022
Reduced 9.11%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$85,291
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
715
shares
|
$84,698
0.06% of portfolio
|
Q2 2025
Added 544.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
711
shares
|
$84,225
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
700
shares
|
$82,922
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
699
shares
|
$82,803
0.02% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
690
shares
|
$81,737
0.02% of portfolio
|
Q2 2025
Reduced 45.58%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
678
shares
|
$80,315
0.02% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
674
shares
|
$79,842
0.01% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
661
shares
|
$78,302
0.02% of portfolio
|
Q2 2025
Reduced 97.56%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
656
shares
|
$77,709
0.02% of portfolio
|
Q2 2025
Reduced 38.05%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
648
shares
|
$76,762
0.06% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
638
shares
|
$75,577
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
638
shares
|
$75,577
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
636
shares
|
$75,340
0.03% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
635
shares
|
$75,222
0.03% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
628
shares
|
$74,392
0.06% of portfolio
|
Q4 2024
New holding
|