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 2,820 institutions that hold shares in the stock, with a total of 559 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
90,054
shares
|
$10.3 Million
3.3% of portfolio
|
Q1 2025
Added 57.09%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
89,476
shares
|
$10.2 Million
5.43% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
88,902
shares
|
$10.1 Million
1.34% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
88,835
shares
|
$10.1 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
88,721
shares
|
$10.1 Million
0.1% of portfolio
|
Q1 2025
Added 209.33%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
88,662
shares
|
$10.1 Million
6.21% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
88,647
shares
|
$10.1 Million
1.63% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
88,491
shares
|
$10.1 Million
6.94% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
88,427
shares
|
$10.1 Million
6.92% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
88,420
shares
|
$10.1 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
88,415
shares
|
$10.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
88,294
shares
|
$10.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
87,477
shares
|
$9.97 Million
5.43% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
87,087
shares
|
$9.92 Million
3.05% of portfolio
|
Q1 2025
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
86,783
shares
|
$9.89 Million
4.24% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
86,738
shares
|
$9.88 Million
4.78% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
85,939
shares
|
$9.79 Million
7.94% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
85,910
shares
|
$9.79 Million
1.66% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
85,893
shares
|
$9.79 Million
0.34% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
85,623
shares
|
$9.76 Million
0.19% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
85,175
shares
|
$9.7 Million
1.46% of portfolio
|
Q3 2022
Added 49.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
85,099
shares
|
$9.7 Million
0.04% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
85,010
shares
|
$9.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
84,897
shares
|
$9.67 Million
2.79% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
84,874
shares
|
$9.67 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.71%
|