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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
8,669
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
8,664
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,663
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2024
Added 61.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,637
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,624
shares
|
$1.02 Million
0.14% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
8,619
shares
|
$1.02 Million
0.53% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,594
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,570
shares
|
$1.02 Million
0.12% of portfolio
|
Q2 2025
Reduced 47.55%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
8,566
shares
|
$1.01 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,561
shares
|
$1.01 Million
0.6% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
8,557
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
8,530
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
8,500
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
8,491
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
8,490
shares
|
$1.01 Million
0.73% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
8,484
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,480
shares
|
$1 Million
0.07% of portfolio
|
Q2 2025
Added 17.11%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
8,470
shares
|
$1 Million
0.53% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,466
shares
|
$1 Million
0.16% of portfolio
|
Q2 2025
Reduced 33.81%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
8,383
shares
|
$993,050
0.54% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
8,376
shares
|
$992,220
0.04% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,350
shares
|
$989,141
0.34% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,335
shares
|
$987,364
0.5% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
8,326
shares
|
$986,297
0.48% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
8,318
shares
|
$985,350
0.02% of portfolio
|
Q2 2025
Reduced 7.69%
|