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 |
|---|---|---|---|---|---|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
21,096
shares
|
$2.5 Million
1.32% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
21,089
shares
|
$2.5 Million
1.81% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
21,042
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
21,027
shares
|
$2.49 Million
0.84% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
21,003
shares
|
$2.49 Million
0.52% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,862
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
20,854
shares
|
$2.47 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
20,845
shares
|
$2.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
20,844
shares
|
$2.47 Million
0.26% of portfolio
|
Q1 2025
Added 189.34%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
20,841
shares
|
$2.47 Million
3.15% of portfolio
|
Q3 2022
Added 16.6%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
20,827
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
20,803
shares
|
$2.46 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
20,777
shares
|
$2.46 Million
1.34% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
20,749
shares
|
$2.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
20,730
shares
|
$2.46 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
20,727
shares
|
$2.46 Million
0.34% of portfolio
|
Q2 2025
Reduced 26.82%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jul 25, 2025 Q2 2025 |
20,708
shares
|
$2.45 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
20,702
shares
|
$2.45 Million
0.5% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
20,695
shares
|
$2.45 Million
0.16% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
20,596
shares
|
$2.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,568
shares
|
$2.44 Million
0.74% of portfolio
|
Q2 2022
Reduced 4.28%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
20,563
shares
|
$2.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
20,410
shares
|
$2.42 Million
1.02% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
20,321
shares
|
$2.41 Million
0.61% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
20,315
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|