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 |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
1,865
shares
|
$206,809
0.19% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
1,861
shares
|
$206,366
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
1,859
shares
|
$206,144
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
1,851
shares
|
$205,257
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
1,849
shares
|
$205,035
0.04% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
1,848
shares
|
$204,924
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,840
shares
|
$204,037
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,840
shares
|
$204,037
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,840
shares
|
$204,037
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,839
shares
|
$203,926
0.0% of portfolio
|
Q2 2025
Reduced 39.03%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
1,837
shares
|
$203,704
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
1,836
shares
|
$203,594
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,835
shares
|
$203,483
0.29% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
1,835
shares
|
$203,483
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
1,834
shares
|
$203,372
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,830
shares
|
$202,928
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,818
shares
|
$201,598
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,802
shares
|
$199,823
0.03% of portfolio
|
Q2 2025
Reduced 22.43%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,800
shares
|
$199,602
0.0% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,800
shares
|
$199,602
0.03% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,790
shares
|
$198,493
0.16% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,777
shares
|
$197,051
0.07% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$191,839
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,700
shares
|
$188,513
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,699
shares
|
$188,402
0.01% of portfolio
|
Q2 2025
New holding
|