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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
2,309
shares
|
$273,524
0.02% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,305
shares
|
$273,050
0.04% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
2,302
shares
|
$272,694
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,299
shares
|
$272,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
2,297
shares
|
$272,102
0.05% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
2,297
shares
|
$272,102
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
2,294
shares
|
$271,747
0.05% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,290
shares
|
$271,273
0.08% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
2,287
shares
|
$270,918
0.06% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
2,286
shares
|
$270,799
0.1% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
2,286
shares
|
$270,799
0.07% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
2,284
shares
|
$270,562
0.11% of portfolio
|
Q2 2025
Reduced 83.3%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,283
shares
|
$270,444
0.08% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,273
shares
|
$269,259
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,269
shares
|
$268,785
0.09% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,264
shares
|
$268,193
0.04% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,260
shares
|
$267,719
0.1% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
2,258
shares
|
$267,482
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,252
shares
|
$266,771
0.07% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
2,248
shares
|
$266,298
0.1% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$265,942
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,240
shares
|
$265,350
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,232
shares
|
$264,402
0.04% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$264,165
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
2,228
shares
|
$263,928
0.18% of portfolio
|
Q2 2025
Reduced 37.87%
|