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 |
|---|---|---|---|---|---|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
32,238
shares
|
$3.82 Million
0.97% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
32,111
shares
|
$3.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
32,073
shares
|
$3.8 Million
0.27% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
32,063
shares
|
$3.8 Million
2.95% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
32,045
shares
|
$3.8 Million
0.16% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
31,988
shares
|
$3.79 Million
1.1% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
31,984
shares
|
$3.79 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
31,927
shares
|
$3.78 Million
2.77% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
31,894
shares
|
$3.78 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
31,728
shares
|
$3.76 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
31,726
shares
|
$3.76 Million
0.28% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
31,691
shares
|
$3.75 Million
1.92% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,528
shares
|
$3.73 Million
0.22% of portfolio
|
Q4 2023
Reduced 34.87%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
31,524
shares
|
$3.73 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
31,283
shares
|
$3.71 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
31,131
shares
|
$3.69 Million
1.94% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
31,118
shares
|
$3.69 Million
1.57% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,049
shares
|
$3.68 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,014
shares
|
$3.67 Million
0.52% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,995
shares
|
$3.67 Million
0.44% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
30,922
shares
|
$3.66 Million
2.08% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
30,788
shares
|
$3.65 Million
0.3% of portfolio
|
Q2 2024
Added 73.36%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
30,461
shares
|
$3.61 Million
1.44% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
30,458
shares
|
$3.61 Million
0.04% of portfolio
|
Q2 2025
Added 29.16%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
30,342
shares
|
$3.59 Million
3.33% of portfolio
|
Q2 2025
Reduced 9.02%
|