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 |
|---|---|---|---|---|---|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
14,118
shares
|
$1.67 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
14,115
shares
|
$1.67 Million
0.9% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
14,104
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
14,070
shares
|
$1.67 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
14,045
shares
|
$1.66 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
14,039
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
14,030
shares
|
$1.66 Million
1.22% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
14,006
shares
|
$1.66 Million
1.41% of portfolio
|
Q2 2025
Added 31.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,001
shares
|
$1.66 Million
0.05% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
13,970
shares
|
$1.65 Million
1.61% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
13,966
shares
|
$1.65 Million
0.76% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
13,946
shares
|
$1.65 Million
0.15% of portfolio
|
Q2 2025
Added 47.58%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
13,940
shares
|
$1.65 Million
0.28% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
13,903
shares
|
$1.65 Million
0.35% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
13,889
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
13,881
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
13,875
shares
|
$1.64 Million
0.52% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
13,874
shares
|
$1.64 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
13,832
shares
|
$1.64 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
13,816
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
13,812
shares
|
$1.64 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
13,801
shares
|
$1.63 Million
0.2% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
13,795
shares
|
$1.63 Million
0.46% of portfolio
|
Q2 2025
Added 393.03%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
13,692
shares
|
$1.62 Million
0.32% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
13,686
shares
|
$1.62 Million
0.79% of portfolio
|
Q2 2025
Reduced 4.62%
|