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 |
|---|---|---|---|---|---|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
11,686
shares
|
$1.38 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
11,683
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,674
shares
|
$1.38 Million
0.62% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
11,671
shares
|
$1.38 Million
0.34% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
11,620
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
11,611
shares
|
$1.38 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,571
shares
|
$1.37 Million
0.44% of portfolio
|
Q3 2023
Reduced 31.29%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
11,571
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
11,558
shares
|
$1.37 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
11,553
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2020
Added 92.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$1.37 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,520
shares
|
$1.36 Million
0.15% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
11,458
shares
|
$1.36 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
11,455
shares
|
$1.36 Million
0.75% of portfolio
|
Q2 2025
Added 14.85%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
11,422
shares
|
$1.35 Million
0.72% of portfolio
|
Q2 2025
Reduced 8.84%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
11,411
shares
|
$1.35 Million
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
11,396
shares
|
$1.35 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
11,367
shares
|
$1.35 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,336
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2022
Added 0.25%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
11,312
shares
|
$1.34 Million
0.42% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,308
shares
|
$1.34 Million
0.41% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
11,299
shares
|
$1.34 Million
0.3% of portfolio
|
Q2 2025
Reduced 27.48%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
11,287
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
11,280
shares
|
$1.34 Million
0.14% of portfolio
|
Q2 2025
Added 2.84%
|