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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,651
shares
|
$432,497
0.02% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,649
shares
|
$432,260
0.03% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
3,648
shares
|
$432,142
0.17% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,645
shares
|
$431,786
0.03% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,626
shares
|
$429,535
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
3,614
shares
|
$428,114
0.12% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
3,612
shares
|
$427,877
0.2% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
3,604
shares
|
$426,929
0.08% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
3,598
shares
|
$426,219
0.03% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
3,598
shares
|
$426,219
0.08% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
3,596
shares
|
$425,982
0.05% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$425,863
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
3,594
shares
|
$425,745
0.33% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,587
shares
|
$424,916
0.17% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,583
shares
|
$424,442
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,577
shares
|
$423,731
0.0% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,577
shares
|
$423,731
0.06% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,562
shares
|
$421,954
0.05% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,561
shares
|
$421,836
0.02% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,553
shares
|
$420,888
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,550
shares
|
$420,533
0.04% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,545
shares
|
$419,940
0.05% of portfolio
|
Q2 2025
Added 32.52%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
3,541
shares
|
$419,466
0.23% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,537
shares
|
$418,993
0.5% of portfolio
|
Q3 2022
Reduced 10.79%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,536
shares
|
$418,874
0.35% of portfolio
|
Q2 2025
New holding
|