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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
33,785
shares
|
$4 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$4 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
33,707
shares
|
$3.99 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
33,607
shares
|
$3.98 Million
2.16% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Nepc LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
33,528
shares
|
$3.97 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
33,194
shares
|
$3.93 Million
2.3% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
33,130
shares
|
$3.92 Million
0.19% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
33,117
shares
|
$3.92 Million
1.74% of portfolio
|
Q2 2025
Reduced 66.55%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
33,046
shares
|
$3.91 Million
0.1% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
33,023
shares
|
$3.91 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
33,015
shares
|
$3.91 Million
3.21% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
32,945
shares
|
$3.9 Million
2.59% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
32,903
shares
|
$3.9 Million
1.71% of portfolio
|
Q4 2023
Reduced 66.56%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
32,876
shares
|
$3.89 Million
1.39% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
32,851
shares
|
$3.89 Million
0.83% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
32,851
shares
|
$3.89 Million
0.53% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
32,845
shares
|
$3.89 Million
3.04% of portfolio
|
Q2 2025
Added 85.7%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
32,822
shares
|
$3.89 Million
0.84% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
32,791
shares
|
$3.88 Million
1.66% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
32,779
shares
|
$3.88 Million
1.35% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
32,735
shares
|
$3.88 Million
0.16% of portfolio
|
Q2 2025
Reduced 73.56%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
32,591
shares
|
$3.86 Million
1.85% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
32,460
shares
|
$3.85 Million
2.52% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
32,389
shares
|
$3.84 Million
0.72% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
32,298
shares
|
$3.83 Million
9.32% of portfolio
|
Q2 2025
Reduced 2.98%
|