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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
35,326
shares
|
$4.18 Million
2.48% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
35,317
shares
|
$4.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
35,221
shares
|
$4.17 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
35,117
shares
|
$4.16 Million
1.05% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
35,085
shares
|
$4.16 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
35,066
shares
|
$4.15 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
35,013
shares
|
$4.15 Million
2.08% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
34,992
shares
|
$4.15 Million
1.01% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
34,903
shares
|
$4.13 Million
3.7% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
34,851
shares
|
$4.13 Million
3.95% of portfolio
|
Q2 2025
Reduced 25.62%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
34,838
shares
|
$4.13 Million
1.2% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
34,771
shares
|
$4.12 Million
1.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
34,726
shares
|
$4.11 Million
3.94% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,699
shares
|
$4.11 Million
2.04% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
34,671
shares
|
$4.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
34,586
shares
|
$4.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
34,581
shares
|
$4.1 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
34,443
shares
|
$4.08 Million
1.69% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
34,413
shares
|
$4.08 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
34,281
shares
|
$4.06 Million
2.99% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
34,252
shares
|
$4.06 Million
2.27% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 25, 2025 Q2 2025 |
34,072
shares
|
$4.04 Million
1.91% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
34,057
shares
|
$4.03 Million
1.37% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
34,041
shares
|
$4.03 Million
2.84% of portfolio
|
Q2 2025
Reduced 31.2%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
33,944
shares
|
$4.02 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.13%
|