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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
16,824
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
16,809
shares
|
$1.99 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
16,699
shares
|
$1.98 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
16,594
shares
|
$1.97 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
16,575
shares
|
$1.96 Million
0.6% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
16,567
shares
|
$1.96 Million
1.54% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
16,550
shares
|
$1.96 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,514
shares
|
$1.96 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
16,457
shares
|
$1.95 Million
0.08% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
16,434
shares
|
$1.95 Million
1.65% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
16,425
shares
|
$1.95 Million
0.83% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
16,390
shares
|
$1.94 Million
1.74% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
16,331
shares
|
$1.93 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
16,200
shares
|
$1.92 Million
1.07% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
16,194
shares
|
$1.92 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
16,186
shares
|
$1.92 Million
0.73% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
16,183
shares
|
$1.92 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
16,083
shares
|
$1.91 Million
0.32% of portfolio
|
Q2 2025
Added 64.2%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,021
shares
|
$1.9 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
15,977
shares
|
$1.89 Million
0.12% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
15,833
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 46.3%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
15,798
shares
|
$1.87 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
15,772
shares
|
$1.87 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
15,765
shares
|
$1.87 Million
0.22% of portfolio
|
Q2 2025
Reduced 33.81%
|