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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
1,948
shares
|
$216,013
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
1,946
shares
|
$215,791
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
1,945
shares
|
$215,681
0.19% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,942
shares
|
$215,348
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
1,941
shares
|
$215,237
0.03% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
1,939
shares
|
$215,015
0.04% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
1,936
shares
|
$214,683
0.03% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
1,933
shares
|
$214,350
0.07% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,919
shares
|
$212,797
0.11% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,912
shares
|
$212,021
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,907
shares
|
$211,467
0.14% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,905
shares
|
$211,245
0.1% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
1,900
shares
|
$210,691
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,899
shares
|
$210,580
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
1,892
shares
|
$209,803
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,887
shares
|
$209,249
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
1,885
shares
|
$209,027
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$209,027
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
1,882
shares
|
$208,694
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
1,872
shares
|
$207,586
0.18% of portfolio
|
Q2 2025
Added 110.57%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
1,871
shares
|
$207,475
0.11% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,870
shares
|
$207,364
0.15% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
1,869
shares
|
$207,253
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,868
shares
|
$207,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,865
shares
|
$206,809
0.01% of portfolio
|
Q2 2025
New holding
|