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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
9,765
shares
|
$1.16 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,727
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
9,714
shares
|
$1.15 Million
0.98% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
9,697
shares
|
$1.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 32.68%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
9,635
shares
|
$1.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,620
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
9,615
shares
|
$1.14 Million
0.73% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
9,589
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
9,561
shares
|
$1.13 Million
0.15% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
9,538
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
9,512
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
9,495
shares
|
$1.12 Million
0.75% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,487
shares
|
$1.12 Million
0.76% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
9,482
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
9,460
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
9,440
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
9,425
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$1.11 Million
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
9,369
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
9,366
shares
|
$1.11 Million
0.62% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
9,365
shares
|
$1.11 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
9,353
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
9,340
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
9,280
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
New holding
|