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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
15,755
shares
|
$1.87 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
15,749
shares
|
$1.87 Million
0.42% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
15,696
shares
|
$1.86 Million
0.17% of portfolio
|
Q2 2025
Reduced 33.71%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,682
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
15,635
shares
|
$1.85 Million
1.1% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,611
shares
|
$1.85 Million
0.29% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
15,597
shares
|
$1.85 Million
1.43% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
15,556
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,497
shares
|
$1.84 Million
1.14% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
15,476
shares
|
$1.83 Million
1.19% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
15,475
shares
|
$1.83 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
15,393
shares
|
$1.82 Million
0.53% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,364
shares
|
$1.82 Million
0.59% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
15,362
shares
|
$1.82 Million
0.87% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
15,309
shares
|
$1.81 Million
0.34% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,281
shares
|
$1.81 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
15,225
shares
|
$1.8 Million
0.3% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,224
shares
|
$1.8 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
15,192
shares
|
$1.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
15,144
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
15,068
shares
|
$1.78 Million
0.27% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
15,061
shares
|
$1.78 Million
0.22% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
14,964
shares
|
$1.77 Million
0.06% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
14,958
shares
|
$1.77 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
14,955
shares
|
$1.77 Million
0.81% of portfolio
|
Q2 2025
Added 12.16%
|