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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
3,261
shares
|
$386,298
0.05% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
3,261
shares
|
$386,298
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,254
shares
|
$385,468
0.02% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,249
shares
|
$384,876
0.08% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
3,244
shares
|
$384,284
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
3,237
shares
|
$383,455
0.06% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
3,228
shares
|
$382,388
0.85% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
3,221
shares
|
$381,559
0.22% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
3,210
shares
|
$380,256
0.27% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
3,201
shares
|
$379,190
0.1% of portfolio
|
Q2 2025
Reduced 35.44%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
3,194
shares
|
$378,361
0.0% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,194
shares
|
$378,361
0.03% of portfolio
|
Q2 2025
Reduced 43.54%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
3,193
shares
|
$378,242
0.04% of portfolio
|
Q1 2025
Added 73.06%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,193
shares
|
$378,242
0.08% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
3,183
shares
|
$377,058
0.1% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
3,168
shares
|
$375,281
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$375,281
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$375,162
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,164
shares
|
$374,807
0.28% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,160
shares
|
$374,333
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
3,160
shares
|
$374,333
0.16% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,158
shares
|
$374,096
0.03% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,158
shares
|
$374,096
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
3,151
shares
|
$373,267
0.05% of portfolio
|
Q2 2025
Added 62.42%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
3,145
shares
|
$372,556
0.2% of portfolio
|
Q2 2025
Reduced 7.36%
|