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 |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
28,400
shares
|
$3.36 Million
1.67% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
28,337
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
28,303
shares
|
$3.35 Million
2.87% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
28,269
shares
|
$3.35 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
28,133
shares
|
$3.33 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
28,120
shares
|
$3.33 Million
27.8% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
28,113
shares
|
$3.33 Million
0.42% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$3.33 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
28,053
shares
|
$3.32 Million
0.81% of portfolio
|
Q2 2025
Added 40.2%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
28,035
shares
|
$3.32 Million
1.74% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
27,931
shares
|
$3.31 Million
0.33% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
27,904
shares
|
$3.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
27,899
shares
|
$3.3 Million
8.11% of portfolio
|
Q2 2025
Reduced 75.43%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
27,801
shares
|
$3.29 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
27,778
shares
|
$3.29 Million
0.77% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$3.28 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
27,670
shares
|
$3.28 Million
0.27% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$3.27 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
27,586
shares
|
$3.27 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
27,515
shares
|
$3.26 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
27,479
shares
|
$3.26 Million
0.21% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
27,464
shares
|
$3.25 Million
1.13% of portfolio
|
Q2 2025
Added 47.26%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
27,452
shares
|
$3.25 Million
1.67% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
27,407
shares
|
$3.25 Million
1.49% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
27,370
shares
|
$3.24 Million
0.43% of portfolio
|
Q2 2025
Added 147.24%
|