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 |
|---|---|---|---|---|---|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
55,165
shares
|
$6.53 Million
1.33% of portfolio
|
Q2 2025
Reduced 13.97%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
55,072
shares
|
$6.52 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
54,818
shares
|
$6.49 Million
0.64% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
54,753
shares
|
$6.49 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
54,589
shares
|
$6.47 Million
4.75% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
54,488
shares
|
$6.45 Million
0.96% of portfolio
|
Q2 2025
Reduced 15.69%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
54,392
shares
|
$6.44 Million
2.38% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
54,275
shares
|
$6.43 Million
2.05% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
54,183
shares
|
$6.42 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
54,164
shares
|
$6.42 Million
0.87% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
54,125
shares
|
$6.41 Million
3.32% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
54,065
shares
|
$6.4 Million
1.73% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
53,835
shares
|
$6.38 Million
0.62% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
52,877
shares
|
$6.26 Million
0.29% of portfolio
|
Q2 2025
Reduced 66.3%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
52,828
shares
|
$6.26 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
52,749
shares
|
$6.25 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
52,473
shares
|
$6.22 Million
1.0% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
52,403
shares
|
$6.21 Million
0.71% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
52,289
shares
|
$6.19 Million
3.27% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
52,216
shares
|
$6.19 Million
1.85% of portfolio
|
Q2 2025
Added 75.91%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
52,007
shares
|
$6.16 Million
0.66% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
51,997
shares
|
$6.16 Million
2.24% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
51,872
shares
|
$6.14 Million
0.3% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
51,743
shares
|
$6.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
51,572
shares
|
$6.11 Million
2.91% of portfolio
|
Q2 2025
Added 15.27%
|