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 |
|---|---|---|---|---|---|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
17,796
shares
|
$2.11 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
17,778
shares
|
$2.11 Million
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,714
shares
|
$2.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
17,711
shares
|
$2.1 Million
1.29% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
17,708
shares
|
$2.1 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
17,662
shares
|
$2.09 Million
1.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
17,620
shares
|
$2.09 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$2.09 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
17,493
shares
|
$2.07 Million
0.85% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
17,451
shares
|
$2.07 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$2.06 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
17,354
shares
|
$2.06 Million
0.39% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
17,342
shares
|
$2.05 Million
0.77% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$2.05 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
17,293
shares
|
$2.05 Million
0.82% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$2.05 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
17,271
shares
|
$2.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
17,253
shares
|
$2.04 Million
0.15% of portfolio
|
Q2 2025
Added 39.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
17,194
shares
|
$2.04 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$2.04 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$2.04 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
17,142
shares
|
$2.03 Million
0.08% of portfolio
|
Q2 2025
Added 33.29%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
17,099
shares
|
$2.03 Million
1.59% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
17,087
shares
|
$2.02 Million
0.41% of portfolio
|
Q2 2025
Added 212.09%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
17,029
shares
|
$2.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.78%
|