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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
8,304
shares
|
$983,691
0.14% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
8,269
shares
|
$979,545
0.09% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
8,262
shares
|
$978,716
0.1% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,260
shares
|
$978,479
0.02% of portfolio
|
Q1 2024
Reduced 25.42%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
8,215
shares
|
$973,148
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
8,208
shares
|
$972,319
0.4% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
8,203
shares
|
$971,727
1.04% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
8,132
shares
|
$963,316
0.08% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
8,093
shares
|
$958,696
0.13% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,086
shares
|
$957,867
1.05% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
8,077
shares
|
$956,801
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
8,035
shares
|
$951,826
0.37% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
8,019
shares
|
$949,930
0.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
8,018
shares
|
$949,812
0.1% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
8,006
shares
|
$948,390
0.35% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
7,967
shares
|
$943,770
0.6% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,956
shares
|
$942,467
0.03% of portfolio
|
Q2 2025
Added 92.36%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
7,924
shares
|
$938,677
0.32% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,916
shares
|
$937,729
0.1% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$935,715
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
7,897
shares
|
$935,478
0.0% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
7,879
shares
|
$933,346
0.12% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
7,874
shares
|
$932,754
0.25% of portfolio
|
Q2 2025
Reduced 90.73%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
7,863
shares
|
$931,450
0.08% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
7,861
shares
|
$931,214
0.05% of portfolio
|
Q2 2025
Reduced 26.07%
|