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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
11,256
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
11,245
shares
|
$1.33 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
11,240
shares
|
$1.33 Million
0.16% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
11,215
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
11,189
shares
|
$1.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
11,187
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2025
Added 113.45%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
11,187
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
11,179
shares
|
$1.32 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
11,175
shares
|
$1.32 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
11,163
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Reduced 20.62%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
11,153
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
11,106
shares
|
$1.32 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
11,099
shares
|
$1.31 Million
0.26% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
11,092
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
11,091
shares
|
$1.31 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
11,089
shares
|
$1.31 Million
0.95% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,972
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
10,945
shares
|
$1.3 Million
0.27% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
10,931
shares
|
$1.29 Million
0.35% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,886
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
10,862
shares
|
$1.29 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
10,851
shares
|
$1.29 Million
0.92% of portfolio
|
Q2 2025
Reduced 13.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
10,775
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.62%
|