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 |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
19,249
shares
|
$2.28 Million
1.21% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
19,239
shares
|
$2.28 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
19,210
shares
|
$2.28 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
19,201
shares
|
$2.27 Million
0.79% of portfolio
|
Q2 2025
Added 53.11%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
19,150
shares
|
$2.27 Million
1.6% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,138
shares
|
$2.27 Million
0.4% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
19,132
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
19,126
shares
|
$2.27 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
19,125
shares
|
$2.27 Million
0.25% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,103
shares
|
$2.26 Million
0.15% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
19,103
shares
|
$2.26 Million
0.65% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
19,067
shares
|
$2.26 Million
1.21% of portfolio
|
Q2 2025
Added 144.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$2.25 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
19,033
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
19,013
shares
|
$2.25 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
19,008
shares
|
$2.25 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
18,991
shares
|
$2.25 Million
0.09% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$2.24 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
18,900
shares
|
$2.24 Million
0.56% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$2.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
18,867
shares
|
$2.23 Million
0.71% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
18,866
shares
|
$2.23 Million
1.03% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
18,865
shares
|
$2.23 Million
0.35% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
18,794
shares
|
$2.23 Million
0.63% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
18,788
shares
|
$2.23 Million
0.49% of portfolio
|
Q2 2025
Added 2.23%
|