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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
7,854
shares
|
$930,384
0.1% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
7,846
shares
|
$929,437
0.16% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$927,423
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
7,825
shares
|
$926,949
0.08% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
7,823
shares
|
$926,712
0.33% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
7,807
shares
|
$924,817
0.07% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
7,799
shares
|
$923,869
0.17% of portfolio
|
Q2 2025
Added 32.57%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
7,793
shares
|
$923,158
0.54% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,780
shares
|
$921,618
0.25% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
7,769
shares
|
$920,315
0.16% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,749
shares
|
$917,946
0.04% of portfolio
|
Q2 2025
Reduced 91.41%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
7,748
shares
|
$917,828
0.68% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
7,743
shares
|
$917,235
0.05% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
7,730
shares
|
$915,695
0.39% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
7,722
shares
|
$914,748
0.63% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
7,718
shares
|
$914,274
0.16% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
7,716
shares
|
$914,037
0.68% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
7,667
shares
|
$908,232
0.48% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
7,641
shares
|
$905,152
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
7,638
shares
|
$904,797
0.27% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
7,635
shares
|
$904,442
0.82% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,634
shares
|
$904,323
0.28% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
7,634
shares
|
$904,323
0.48% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$902,665
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
7,616
shares
|
$902,191
0.19% of portfolio
|
Q2 2025
Reduced 30.91%
|