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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
25,959
shares
|
$3.08 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$3.07 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
25,711
shares
|
$3.05 Million
0.36% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
25,679
shares
|
$3.04 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
25,670
shares
|
$3.04 Million
0.33% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
25,645
shares
|
$3.04 Million
0.82% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$3.03 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
25,600
shares
|
$3.03 Million
0.45% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
25,562
shares
|
$3.03 Million
0.05% of portfolio
|
Q2 2025
Added 241.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
25,552
shares
|
$3.03 Million
0.2% of portfolio
|
Q2 2025
Added 78.2%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
25,547
shares
|
$3.03 Million
2.31% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
25,528
shares
|
$3.02 Million
1.22% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
25,501
shares
|
$3.02 Million
3.5% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
25,270
shares
|
$2.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.78%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
25,249
shares
|
$2.99 Million
0.33% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
25,174
shares
|
$2.98 Million
0.96% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
25,173
shares
|
$2.98 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$2.98 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
25,107
shares
|
$2.97 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
24,992
shares
|
$2.96 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.48%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
24,852
shares
|
$2.94 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
24,819
shares
|
$2.94 Million
0.5% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
24,691
shares
|
$2.92 Million
1.07% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
24,652
shares
|
$2.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
24,641
shares
|
$2.92 Million
0.75% of portfolio
|
Q2 2025
Added 0.93%
|