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 |
|---|---|---|---|---|---|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
13,044
shares
|
$1.55 Million
1.39% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
13,030
shares
|
$1.54 Million
0.66% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,004
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2023
Added 101.71%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
13,001
shares
|
$1.54 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,995
shares
|
$1.54 Million
0.22% of portfolio
|
Q2 2025
Added 173.64%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
12,900
shares
|
$1.53 Million
0.46% of portfolio
|
Q1 2024
Added 795.83%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,896
shares
|
$1.53 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
12,855
shares
|
$1.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 30.54%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
12,828
shares
|
$1.52 Million
0.5% of portfolio
|
Q2 2025
Added 88.12%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,751
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
12,677
shares
|
$1.5 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
12,657
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
12,625
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
12,516
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 34.26%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
12,484
shares
|
$1.48 Million
0.93% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,413
shares
|
$1.47 Million
0.24% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
12,371
shares
|
$1.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
12,268
shares
|
$1.45 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
12,264
shares
|
$1.45 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
12,244
shares
|
$1.45 Million
0.29% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
12,232
shares
|
$1.45 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
12,208
shares
|
$1.45 Million
0.26% of portfolio
|
Q2 2025
Added 29.76%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
12,160
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
12,136
shares
|
$1.44 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
12,115
shares
|
$1.44 Million
1.0% of portfolio
|
Q2 2025
New holding
|