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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
24,536
shares
|
$2.91 Million
0.29% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
24,494
shares
|
$2.9 Million
0.31% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
24,467
shares
|
$2.9 Million
0.51% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
24,418
shares
|
$2.89 Million
0.32% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
24,372
shares
|
$2.89 Million
0.21% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Legacy Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
24,304
shares
|
$2.88 Million
3.51% of portfolio
|
Q2 2025
Reduced 88.74%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
24,260
shares
|
$2.87 Million
0.35% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
24,180
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
24,172
shares
|
$2.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
24,164
shares
|
$2.86 Million
2.2% of portfolio
|
Q2 2025
Reduced 28.19%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
24,129
shares
|
$2.86 Million
0.03% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
24,083
shares
|
$2.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
24,060
shares
|
$2.85 Million
0.95% of portfolio
|
Q1 2023
Added 1.74%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
23,977
shares
|
$2.84 Million
0.49% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
23,960
shares
|
$2.84 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
23,850
shares
|
$2.83 Million
0.84% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
23,785
shares
|
$2.82 Million
0.34% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
23,758
shares
|
$2.81 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
23,732
shares
|
$2.81 Million
0.6% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
23,711
shares
|
$2.81 Million
0.5% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
23,587
shares
|
$2.79 Million
0.5% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
23,465
shares
|
$2.78 Million
0.18% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
23,332
shares
|
$2.76 Million
2.15% of portfolio
|
Q4 2022
Reduced 14.56%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
23,288
shares
|
$2.76 Million
0.24% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
23,277
shares
|
$2.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.11%
|