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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
27,357
shares
|
$3.24 Million
0.39% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
27,293
shares
|
$3.23 Million
0.86% of portfolio
|
Q2 2025
Added 725.06%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
27,220
shares
|
$3.22 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
27,175
shares
|
$3.22 Million
0.94% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
27,079
shares
|
$3.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
27,029
shares
|
$3.2 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
27,005
shares
|
$3.2 Million
0.57% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
26,928
shares
|
$3.19 Million
0.56% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
26,892
shares
|
$3.19 Million
1.36% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
26,870
shares
|
$3.18 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
26,837
shares
|
$3.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.12%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
26,831
shares
|
$3.18 Million
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
26,826
shares
|
$3.18 Million
0.81% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
26,602
shares
|
$3.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
26,586
shares
|
$3.15 Million
0.18% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
26,538
shares
|
$3.14 Million
4.59% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
26,510
shares
|
$3.14 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
26,364
shares
|
$3.12 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
26,245
shares
|
$3.11 Million
1.02% of portfolio
|
Q1 2025
Added 65.86%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
26,109
shares
|
$3.09 Million
2.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$3.09 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
26,062
shares
|
$3.09 Million
0.39% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$3.08 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
25,970
shares
|
$3.08 Million
0.83% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
25,961
shares
|
$3.08 Million
0.78% of portfolio
|
Q2 2025
Added 188.1%
|