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 |
|---|---|---|---|---|---|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
6,090
shares
|
$721,421
0.43% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
6,088
shares
|
$721,184
0.04% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
6,058
shares
|
$717,630
0.02% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,044
shares
|
$715,972
0.16% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
6,040
shares
|
$715,498
0.21% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,026
shares
|
$713,839
0.03% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,017
shares
|
$712,773
0.54% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$710,760
1.55% of portfolio
|
Q4 2021
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
5,992
shares
|
$709,812
0.26% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
5,990
shares
|
$709,575
0.01% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,958
shares
|
$705,784
0.49% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
5,951
shares
|
$704,955
0.07% of portfolio
|
Q2 2025
Reduced 24.53%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
5,950
shares
|
$704,837
0.31% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,946
shares
|
$704,363
0.08% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
5,944
shares
|
$704,126
0.08% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
5,942
shares
|
$703,889
0.3% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
5,936
shares
|
$703,178
0.39% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,934
shares
|
$702,941
0.29% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
5,884
shares
|
$697,018
0.23% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
5,880
shares
|
$696,544
0.3% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
5,869
shares
|
$695,241
0.77% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
5,867
shares
|
$695,004
0.43% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
5,864
shares
|
$694,649
0.11% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
5,862
shares
|
$694,412
0.01% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,859
shares
|
$694,057
0.11% of portfolio
|
Q1 2025
Added 3.22%
|