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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
53
shares
|
$6,278
0.01% of portfolio
|
Q2 2025
Reduced 96.34%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
51
shares
|
$6,041
0.0% of portfolio
|
Q2 2025
Reduced 93.23%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
50
shares
|
$5,923
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
50
shares
|
$5,923
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
48
shares
|
$5,686
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
48
shares
|
$5,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$5,449
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
40
shares
|
$4,738
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$4,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$4,383
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
30
shares
|
$3,553
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
30
shares
|
$3,553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,961
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
25
shares
|
$2,961
0.0% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
24
shares
|
$2,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
23
shares
|
$2,724
0.0% of portfolio
|
Q1 2025
Reduced 94.38%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,606
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
18
shares
|
$2,132
0.0% of portfolio
|
Q4 2024
Reduced 97.27%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
18
shares
|
$2,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
17
shares
|
$2,013
0.0% of portfolio
|
Q2 2025
Reduced 94.5%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
16
shares
|
$1,895
0.0% of portfolio
|
Q2 2025
Reduced 88.06%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,421
0.0% of portfolio
|
Q1 2025
Added 58.33%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
11
shares
|
$1,303
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$1,303
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
11
shares
|
$1,303
0.0% of portfolio
|
Q2 2025
New holding
|