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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
13,677
shares
|
$1.62 Million
0.56% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
13,667
shares
|
$1.62 Million
0.62% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
13,665
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,660
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
13,660
shares
|
$1.62 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
13,642
shares
|
$1.62 Million
0.52% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
13,574
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
13,550
shares
|
$1.61 Million
1.28% of portfolio
|
Q3 2022
Reduced 95.52%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
13,497
shares
|
$1.6 Million
1.3% of portfolio
|
Q2 2025
Added 49.95%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
13,488
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,446
shares
|
$1.59 Million
0.5% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
New England Asset Management Inc
Farmington, CT |
Aug 14, 2025 Q2 2025 |
13,410
shares
|
$1.59 Million
0.24% of portfolio
|
Q1 2025
Added 50.67%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
13,402
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.71%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
13,395
shares
|
$1.59 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
13,387
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
13,366
shares
|
$1.58 Million
1.14% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
13,350
shares
|
$1.58 Million
0.94% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
13,345
shares
|
$1.58 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
13,315
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
13,246
shares
|
$1.57 Million
0.94% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
13,204
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2025
Added 35586.49%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
13,141
shares
|
$1.56 Million
0.34% of portfolio
|
Q2 2025
Reduced 19.03%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
13,123
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
13,110
shares
|
$1.55 Million
0.22% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
13,080
shares
|
$1.55 Million
2.16% of portfolio
|
Q4 2023
Reduced 9.92%
|