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 |
|---|---|---|---|---|---|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
18,784
shares
|
$2.23 Million
2.34% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$2.22 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
18,685
shares
|
$2.21 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$2.2 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
18,577
shares
|
$2.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
18,567
shares
|
$2.2 Million
0.06% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
18,549
shares
|
$2.2 Million
1.7% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
18,450
shares
|
$2.19 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$2.18 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
18,317
shares
|
$2.17 Million
0.1% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
18,294
shares
|
$2.17 Million
0.75% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
18,284
shares
|
$2.17 Million
1.08% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
18,212
shares
|
$2.16 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
18,173
shares
|
$2.15 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
18,172
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
18,039
shares
|
$2.14 Million
1.85% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
17,995
shares
|
$2.13 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
17,916
shares
|
$2.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
17,908
shares
|
$2.12 Million
0.87% of portfolio
|
Q1 2024
Added 32.44%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
17,900
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
17,887
shares
|
$2.12 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
17,866
shares
|
$2.12 Million
0.15% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$2.12 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
17,850
shares
|
$2.11 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
17,849
shares
|
$2.11 Million
0.93% of portfolio
|
Q2 2025
Added 24.07%
|