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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$860,138
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
7,250
shares
|
$858,835
0.4% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$858,479
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
7,204
shares
|
$853,385
0.31% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
7,195
shares
|
$852,319
0.13% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
7,182
shares
|
$850,779
0.46% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
7,165
shares
|
$848,765
0.22% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
7,146
shares
|
$846,515
0.6% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
7,132
shares
|
$844,856
0.53% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
7,119
shares
|
$843,316
0.5% of portfolio
|
Q2 2025
Added 104.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7,113
shares
|
$842,605
0.16% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
7,086
shares
|
$839,407
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$837,393
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,063
shares
|
$836,682
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,062
shares
|
$836,564
0.04% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
7,060
shares
|
$836,327
0.42% of portfolio
|
Q2 2025
Added 66.47%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
7,037
shares
|
$833,603
0.08% of portfolio
|
Q2 2025
Reduced 35.97%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
7,035
shares
|
$833,366
0.08% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
7,025
shares
|
$832,181
0.14% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
7,018
shares
|
$831,352
0.2% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
7,016
shares
|
$831,115
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,015
shares
|
$830,996
0.29% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
7,013
shares
|
$830,759
0.11% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
7,011
shares
|
$830,523
0.05% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
7,005
shares
|
$829,812
0.07% of portfolio
|
Q2 2025
Reduced 14.3%
|