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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
10,665
shares
|
$1.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
10,649
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
10,641
shares
|
$1.26 Million
0.27% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.26 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
10,548
shares
|
$1.25 Million
0.77% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
10,540
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
10,511
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
10,481
shares
|
$1.24 Million
0.75% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
10,470
shares
|
$1.24 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
10,444
shares
|
$1.24 Million
0.43% of portfolio
|
Q2 2025
Added 265.43%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,425
shares
|
$1.23 Million
0.23% of portfolio
|
Q2 2025
Added 88.45%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
10,335
shares
|
$1.22 Million
0.67% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
10,315
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
10,311
shares
|
$1.22 Million
0.77% of portfolio
|
Q2 2025
Added 66.66%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,302
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.22%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
10,301
shares
|
$1.22 Million
0.48% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
10,295
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,288
shares
|
$1.22 Million
0.61% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
10,285
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 96.39%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
10,230
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
10,220
shares
|
$1.21 Million
0.34% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
10,219
shares
|
$1.21 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,196
shares
|
$1.21 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,172
shares
|
$1.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 57.34%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
10,112
shares
|
$1.2 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.66%
|