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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
5,635
shares
|
$667,522
0.26% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,634
shares
|
$667,403
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
5,611
shares
|
$664,679
0.05% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
5,611
shares
|
$664,679
0.24% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
5,610
shares
|
$664,560
0.06% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
5,607
shares
|
$664,205
0.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
5,581
shares
|
$661,125
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,576
shares
|
$660,532
0.11% of portfolio
|
Q3 2022
Added 3.66%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
5,567
shares
|
$659,466
0.29% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,563
shares
|
$658,992
0.08% of portfolio
|
Q2 2025
Reduced 37.1%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
5,558
shares
|
$658,400
0.48% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
5,546
shares
|
$656,979
0.11% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
5,546
shares
|
$656,979
0.36% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
5,538
shares
|
$656,031
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
5,510
shares
|
$652,714
0.06% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
5,509
shares
|
$652,596
0.09% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,500
shares
|
$651,530
0.18% of portfolio
|
Q2 2025
Reduced 90.42%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
5,459
shares
|
$646,673
0.09% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
5,443
shares
|
$644,777
0.13% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
5,436
shares
|
$643,948
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,434
shares
|
$643,711
0.01% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
5,414
shares
|
$641,342
0.05% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,404
shares
|
$640,157
0.06% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
5,397
shares
|
$639,328
0.3% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,394
shares
|
$638,973
0.19% of portfolio
|
Q2 2025
Added 1.62%
|