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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
22,352
shares
|
$2.65 Million
1.15% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
22,316
shares
|
$2.64 Million
0.13% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
22,294
shares
|
$2.64 Million
0.66% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
22,259
shares
|
$2.64 Million
0.1% of portfolio
|
Q2 2025
Added 29.87%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
22,208
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.49%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
22,132
shares
|
$2.62 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
21,972
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 69.51%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
21,927
shares
|
$2.6 Million
0.46% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
21,893
shares
|
$2.59 Million
0.21% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
21,823
shares
|
$2.59 Million
0.14% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
21,817
shares
|
$2.58 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
21,775
shares
|
$2.58 Million
3.06% of portfolio
|
Q2 2025
Added 99.95%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,761
shares
|
$2.58 Million
0.25% of portfolio
|
Q2 2025
Added 30.59%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
21,708
shares
|
$2.57 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
21,687
shares
|
$2.57 Million
0.36% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
21,570
shares
|
$2.56 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
21,544
shares
|
$2.55 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
21,509
shares
|
$2.55 Million
0.77% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
21,435
shares
|
$2.54 Million
1.47% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
21,344
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
21,279
shares
|
$2.52 Million
0.77% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
21,175
shares
|
$2.51 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
21,163
shares
|
$2.51 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
21,157
shares
|
$2.51 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
21,119
shares
|
$2.5 Million
0.52% of portfolio
|
Q2 2025
Added 7.35%
|