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 2,825 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 $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Sector Pension Investment Board
Montreal, A8 |
Aug 12, 2025 Q2 2025 |
276,499
shares
|
$30.7 Million
0.13% of portfolio
|
Q2 2025
Added 156.4%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
274,540
shares
|
$30.4 Million
4.84% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
273,928
shares
|
$30.4 Million
4.46% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
273,535
shares
|
$30.3 Million
3.83% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
272,420
shares
|
$30.2 Million
0.22% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
268,461
shares
|
$29.8 Million
0.55% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
264,852
shares
|
$29.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
263,882
shares
|
$29.3 Million
3.15% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
263,641
shares
|
$29.2 Million
0.44% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
255,227
shares
|
$28.3 Million
4.32% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
253,292
shares
|
$28.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
252,982
shares
|
$28.1 Million
0.54% of portfolio
|
Q2 2025
Added 13.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
251,359
shares
|
$27.9 Million
2.91% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
250,176
shares
|
$27.7 Million
1.78% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
249,136
shares
|
$27.6 Million
4.48% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
248,736
shares
|
$27.6 Million
0.22% of portfolio
|
Q2 2025
Reduced 53.25%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
247,973
shares
|
$27.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
247,706
shares
|
$27.5 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
245,156
shares
|
$27.2 Million
0.44% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
245,107
shares
|
$27.2 Million
6.61% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
244,698
shares
|
$27.1 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
243,190
shares
|
$27 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
241,011
shares
|
$26.7 Million
2.64% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
240,711
shares
|
$26.7 Million
2.43% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
240,394
shares
|
$26.7 Million
1.2% of portfolio
|
Q2 2025
Reduced 10.05%
|