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 |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,695
shares
|
$187,958
0.02% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,673
shares
|
$185,518
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,650
shares
|
$182,968
0.07% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
1,630
shares
|
$180,750
0.06% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,618
shares
|
$179,420
0.12% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,606
shares
|
$178,089
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,598
shares
|
$177,202
0.03% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,598
shares
|
$177,202
0.05% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,585
shares
|
$175,760
0.0% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
1,545
shares
|
$171,325
0.08% of portfolio
|
Q1 2024
Added 18.39%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,541
shares
|
$170,881
0.06% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,528
shares
|
$169,439
0.03% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,498
shares
|
$166,113
0.01% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,475
shares
|
$163,562
0.06% of portfolio
|
Q2 2025
Reduced 78.35%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,466
shares
|
$162,564
0.02% of portfolio
|
Q2 2025
Added 581.86%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,435
shares
|
$159,127
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$151,475
0.01% of portfolio
|
Q3 2023
Reduced 59.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,348
shares
|
$149,479
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,339
shares
|
$148,481
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,323
shares
|
$146,707
0.12% of portfolio
|
Q2 2025
Added 1596.15%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,323
shares
|
$146,707
0.12% of portfolio
|
Q2 2025
Reduced 23.79%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,319
shares
|
$146,263
0.0% of portfolio
|
Q2 2025
Added 61.05%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
1,315
shares
|
$145,820
0.07% of portfolio
|
Q2 2025
Added 8666.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,305
shares
|
$144,711
0.02% of portfolio
|
Q2 2023
Added 14.47%
|
|
|
Ashford Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,290
shares
|
$143,048
0.03% of portfolio
|
Q2 2025
Reduced 64.99%
|