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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
73,075
shares
|
$8.33 Million
2.9% of portfolio
|
Q1 2025
Reduced 22.76%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
73,044
shares
|
$8.32 Million
1.44% of portfolio
|
Q1 2025
Reduced 39.08%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
73,037
shares
|
$8.32 Million
4.14% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
72,878
shares
|
$8.3 Million
7.28% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
72,869
shares
|
$8.3 Million
1.55% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
72,613
shares
|
$8.27 Million
0.11% of portfolio
|
Q1 2025
Reduced 15.49%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
72,496
shares
|
$8.26 Million
6.51% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
72,406
shares
|
$8.25 Million
0.83% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
72,076
shares
|
$8.21 Million
6.38% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
72,058
shares
|
$8.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
71,912
shares
|
$8.19 Million
0.99% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
71,820
shares
|
$8.18 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
71,684
shares
|
$8.17 Million
0.21% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
71,653
shares
|
$8.16 Million
0.39% of portfolio
|
Q3 2022
Added 59.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
71,554
shares
|
$8.15 Million
1.5% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
71,219
shares
|
$8.11 Million
4.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
71,171
shares
|
$8.11 Million
0.72% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
71,000
shares
|
$8.09 Million
0.14% of portfolio
|
Q2 2025
Added 233.1%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
70,298
shares
|
$8.01 Million
4.26% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
70,116
shares
|
$7.99 Million
4.72% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
69,956
shares
|
$7.97 Million
2.57% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
69,809
shares
|
$7.95 Million
6.54% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
69,622
shares
|
$7.93 Million
1.83% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
69,478
shares
|
$7.92 Million
0.24% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
68,972
shares
|
$7.86 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.19%
|