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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
44,366
shares
|
$5.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
44,352
shares
|
$5.25 Million
0.85% of portfolio
|
Q2 2025
Reduced 66.23%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
44,065
shares
|
$5.22 Million
3.42% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
43,880
shares
|
$5.2 Million
0.08% of portfolio
|
Q2 2025
Added 80.25%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
43,730
shares
|
$5.18 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
43,538
shares
|
$5.16 Million
0.06% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
43,528
shares
|
$5.16 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
43,135
shares
|
$5.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 51.15%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
42,941
shares
|
$5.09 Million
2.15% of portfolio
|
Q2 2025
Added 23.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
42,922
shares
|
$5.08 Million
0.15% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
42,810
shares
|
$5.07 Million
1.06% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
42,765
shares
|
$5.07 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
42,735
shares
|
$5.06 Million
1.84% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
42,670
shares
|
$5.05 Million
0.14% of portfolio
|
Q2 2025
Added 67.59%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Aug 08, 2025 Q2 2025 |
42,600
shares
|
$5.05 Million
0.54% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
42,356
shares
|
$5.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
42,331
shares
|
$5.01 Million
0.67% of portfolio
|
Q2 2025
Reduced 38.63%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
42,305
shares
|
$5.01 Million
6.8% of portfolio
|
Q4 2022
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
42,288
shares
|
$5.01 Million
0.36% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
42,130
shares
|
$4.99 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
42,129
shares
|
$4.99 Million
2.71% of portfolio
|
Q2 2025
Reduced 29.83%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Aug 04, 2025 Q2 2025 |
42,097
shares
|
$4.99 Million
1.97% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
42,093
shares
|
$4.99 Million
3.16% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
42,032
shares
|
$4.98 Million
1.32% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
42,015
shares
|
$4.98 Million
1.66% of portfolio
|
Q2 2025
Reduced 2.14%
|