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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
36,928
shares
|
$4.37 Million
0.35% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
36,881
shares
|
$4.37 Million
2.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
36,753
shares
|
$4.35 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
36,694
shares
|
$4.35 Million
0.12% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
36,583
shares
|
$4.33 Million
0.41% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
36,565
shares
|
$4.33 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Jul 21, 2025 Q2 2025 |
36,368
shares
|
$4.31 Million
3.35% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
36,277
shares
|
$4.3 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
36,259
shares
|
$4.3 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
36,246
shares
|
$4.29 Million
1.9% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
36,236
shares
|
$4.29 Million
0.33% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
36,179
shares
|
$4.29 Million
0.43% of portfolio
|
Q2 2025
Reduced 55.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
36,172
shares
|
$4.28 Million
0.11% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
36,166
shares
|
$4.28 Million
2.63% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
36,078
shares
|
$4.27 Million
1.58% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
36,061
shares
|
$4.27 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
36,049
shares
|
$4.27 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
35,875
shares
|
$4.25 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
35,868
shares
|
$4.25 Million
0.51% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
35,845
shares
|
$4.25 Million
0.16% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
35,800
shares
|
$4.24 Million
1.28% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
35,755
shares
|
$4.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 90.44%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
35,643
shares
|
$4.22 Million
2.09% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
35,510
shares
|
$4.21 Million
1.53% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
35,433
shares
|
$4.2 Million
1.41% of portfolio
|
Q2 2025
New holding
|