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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
10,108
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
10,073
shares
|
$1.19 Million
0.56% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
10,071
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
10,050
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 166.79%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
10,050
shares
|
$1.19 Million
0.62% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
10,044
shares
|
$1.19 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
10,027
shares
|
$1.19 Million
0.75% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
10,022
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
10,017
shares
|
$1.19 Million
0.66% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
10,000
shares
|
$1.18 Million
0.22% of portfolio
|
Q1 2022
Reduced 9.91%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
9,988
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
9,975
shares
|
$1.18 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
9,966
shares
|
$1.18 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
9,960
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
9,950
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
9,938
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,929
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
9,904
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 85.16%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
9,884
shares
|
$1.17 Million
0.24% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
9,834
shares
|
$1.16 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
9,818
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
9,804
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
9,793
shares
|
$1.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.78%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
9,790
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
9,787
shares
|
$1.16 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.46%
|