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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,036
shares
|
$114,882
0.04% of portfolio
|
Q2 2024
Added 690.84%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,036
shares
|
$114,882
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,031
shares
|
$114,327
0.08% of portfolio
|
Q2 2025
Reduced 94.78%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,027
shares
|
$113,884
0.01% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,005
shares
|
$111,444
0.04% of portfolio
|
Q1 2025
Added 374.06%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$110,890
0.01% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
975
shares
|
$108,117
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
975
shares
|
$108,117
0.24% of portfolio
|
Q4 2022
Reduced 45.44%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
972
shares
|
$107,785
0.08% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
965
shares
|
$107,008
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
956
shares
|
$106,010
0.04% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
953
shares
|
$105,678
0.04% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
927
shares
|
$102,795
0.02% of portfolio
|
Q2 2025
Reduced 55.58%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
920
shares
|
$102,018
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
919
shares
|
$101,907
0.01% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
915
shares
|
$101,464
0.03% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
912
shares
|
$101,131
0.08% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
909
shares
|
$100,799
0.06% of portfolio
|
Q2 2025
Reduced 31.45%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
896
shares
|
$99,357
0.09% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
865
shares
|
$95,919
0.04% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
861
shares
|
$95,476
0.0% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
840
shares
|
$93,147
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
832
shares
|
$92,260
0.02% of portfolio
|
Q2 2025
Added 9.62%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
832
shares
|
$92,260
0.04% of portfolio
|
Q1 2025
Added 2981.48%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
824
shares
|
$91,373
0.03% of portfolio
|
Q2 2025
Reduced 3.74%
|