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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,273
shares
|
$2.76 Million
2.1% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
23,260
shares
|
$2.76 Million
1.74% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
23,234
shares
|
$2.75 Million
0.92% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
23,209
shares
|
$2.75 Million
1.1% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
23,208
shares
|
$2.75 Million
0.43% of portfolio
|
Q2 2025
Reduced 24.12%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
23,172
shares
|
$2.74 Million
2.23% of portfolio
|
Q2 2025
Reduced 48.98%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
23,170
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
23,142
shares
|
$2.74 Million
2.18% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
23,133
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 55.93%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
23,128
shares
|
$2.74 Million
0.93% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
23,122
shares
|
$2.74 Million
0.17% of portfolio
|
Q2 2025
Reduced 70.96%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
23,100
shares
|
$2.74 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
23,094
shares
|
$2.74 Million
1.11% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
23,049
shares
|
$2.73 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
23,043
shares
|
$2.73 Million
1.82% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.73 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
22,936
shares
|
$2.72 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.71 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
22,778
shares
|
$2.7 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
22,764
shares
|
$2.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
22,534
shares
|
$2.67 Million
0.67% of portfolio
|
Q2 2025
Added 44.64%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
22,479
shares
|
$2.66 Million
0.09% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
22,435
shares
|
$2.66 Million
0.38% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
22,388
shares
|
$2.65 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
22,370
shares
|
$2.65 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.92%
|