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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,119
shares
|
$235,124
0.31% of portfolio
|
Q4 2022
Reduced 31.6%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
2,114
shares
|
$234,569
0.1% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$234,569
0.16% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
2,114
shares
|
$234,569
0.19% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
2,110
shares
|
$234,125
0.01% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,109
shares
|
$234,014
0.17% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
2,107
shares
|
$233,792
0.01% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,096
shares
|
$232,572
0.07% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
2,093
shares
|
$232,239
0.02% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,087
shares
|
$231,573
0.06% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,085
shares
|
$231,351
0.11% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,080
shares
|
$230,796
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,080
shares
|
$230,796
0.17% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
2,072
shares
|
$229,909
0.06% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,072
shares
|
$229,909
0.02% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
2,072
shares
|
$229,909
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,071
shares
|
$229,798
0.06% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,063
shares
|
$228,910
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,060
shares
|
$228,577
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
2,054
shares
|
$227,911
0.09% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
2,049
shares
|
$227,357
0.04% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,042
shares
|
$226,580
0.09% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
2,040
shares
|
$226,358
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
2,030
shares
|
$225,248
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,027
shares
|
$224,915
0.18% of portfolio
|
Q3 2024
Reduced 25.83%
|