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 |
|---|---|---|---|---|---|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
2,040
shares
|
$226,215
0.1% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
2,031
shares
|
$225,217
0.34% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,030
shares
|
$225,106
0.03% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
2,030
shares
|
$225,106
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,027
shares
|
$224,774
0.18% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,022
shares
|
$224,219
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,017
shares
|
$223,665
0.13% of portfolio
|
Q2 2024
Reduced 95.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,003
shares
|
$222,112
0.03% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,996
shares
|
$221,336
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,995
shares
|
$221,225
0.03% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,987
shares
|
$220,338
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
1,982
shares
|
$219,783
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,981
shares
|
$219,673
0.1% of portfolio
|
Q2 2025
Reduced 25.25%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,980
shares
|
$219,562
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,978
shares
|
$219,340
0.07% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,976
shares
|
$219,118
0.04% of portfolio
|
Q2 2025
Reduced 79.03%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,972
shares
|
$218,675
0.07% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
1,969
shares
|
$218,342
0.04% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,969
shares
|
$218,342
0.07% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
1,968
shares
|
$218,231
0.04% of portfolio
|
Q2 2025
Reduced 42.69%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
1,967
shares
|
$218,120
0.09% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
1,958
shares
|
$217,122
0.05% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Aug 13, 2025 Q2 2025 |
1,958
shares
|
$217,122
0.25% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
1,957
shares
|
$217,011
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
1,957
shares
|
$217,011
0.03% of portfolio
|
Q4 2024
Added 1.56%
|