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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
39,121
shares
|
$4.63 Million
1.87% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
39,006
shares
|
$4.62 Million
3.2% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
38,998
shares
|
$4.62 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,853
shares
|
$4.6 Million
0.46% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
38,837
shares
|
$4.6 Million
0.13% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
38,819
shares
|
$4.6 Million
1.84% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
38,291
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
38,276
shares
|
$4.53 Million
0.29% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
38,156
shares
|
$4.52 Million
0.5% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
38,121
shares
|
$4.52 Million
0.16% of portfolio
|
Q2 2025
Added 37.68%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
37,983
shares
|
$4.5 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
37,949
shares
|
$4.5 Million
1.55% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
37,840
shares
|
$4.48 Million
3.48% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
37,763
shares
|
$4.47 Million
0.72% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,761
shares
|
$4.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 32.58%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
37,703
shares
|
$4.47 Million
0.67% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
37,689
shares
|
$4.46 Million
2.11% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
37,482
shares
|
$4.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
37,417
shares
|
$4.43 Million
0.77% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
37,414
shares
|
$4.43 Million
0.12% of portfolio
|
Q2 2025
Added 35.93%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
37,362
shares
|
$4.43 Million
2.05% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
37,342
shares
|
$4.42 Million
0.25% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
37,278
shares
|
$4.42 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
37,257
shares
|
$4.41 Million
0.27% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,985
shares
|
$4.38 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.02%
|