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 |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
7,615
shares
|
$902,072
0.56% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
7,611
shares
|
$901,599
0.02% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
7,607
shares
|
$901,125
0.21% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
7,593
shares
|
$899,466
0.37% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,591
shares
|
$899,229
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
7,585
shares
|
$898,519
0.32% of portfolio
|
Q2 2025
Reduced 62.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,566
shares
|
$896,268
0.03% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,564
shares
|
$896,031
0.32% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
7,554
shares
|
$894,846
0.28% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
7,548
shares
|
$894,136
0.3% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
7,507
shares
|
$889,279
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
7,500
shares
|
$888,450
0.31% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
7,499
shares
|
$888,331
0.07% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
7,485
shares
|
$886,673
0.39% of portfolio
|
Q2 2025
Reduced 59.95%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,460
shares
|
$883,711
0.53% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
7,448
shares
|
$882,290
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,448
shares
|
$882,290
0.06% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
7,422
shares
|
$879,210
0.73% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
7,411
shares
|
$877,907
0.61% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
7,331
shares
|
$868,430
0.17% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,330
shares
|
$868,311
0.14% of portfolio
|
Q2 2025
Added 31.57%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
7,314
shares
|
$866,416
0.3% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,286
shares
|
$863,099
0.31% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
7,279
shares
|
$862,270
0.15% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
7,265
shares
|
$860,611
0.28% of portfolio
|
Q3 2024
Reduced 13.84%
|