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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
620
shares
|
$73,445
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
618
shares
|
$73,208
0.05% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
616
shares
|
$72,971
0.02% of portfolio
|
Q2 2025
Reduced 76.55%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
605
shares
|
$71,668
0.02% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
593
shares
|
$70,246
0.05% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
589
shares
|
$69,772
0.09% of portfolio
|
Q2 2025
Added 38.59%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
567
shares
|
$67,166
0.03% of portfolio
|
Q2 2022
Added 1.61%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
547
shares
|
$64,797
0.02% of portfolio
|
Q2 2025
Added 2635.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$64,442
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
540
shares
|
$63,968
0.02% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
533
shares
|
$63,139
0.02% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
527
shares
|
$62,428
0.01% of portfolio
|
Q2 2025
Reduced 27.11%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
511
shares
|
$60,533
0.04% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
502
shares
|
$59,466
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$59,230
0.03% of portfolio
|
Q2 2025
Reduced 52.15%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
496
shares
|
$58,756
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
496
shares
|
$58,756
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
495
shares
|
$58,637
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$58,519
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$57,097
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
480
shares
|
$56,860
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
474
shares
|
$56,150
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
474
shares
|
$56,150
0.02% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
466
shares
|
$55,202
0.04% of portfolio
|
Q2 2025
Reduced 29.29%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$53,899
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|