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 |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
824
shares
|
$91,373
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
802
shares
|
$88,933
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
780
shares
|
$86,494
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
762
shares
|
$84,498
0.04% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
744
shares
|
$82,502
0.03% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
738
shares
|
$81,836
0.0% of portfolio
|
Q3 2022
Reduced 9.11%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$79,840
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
715
shares
|
$79,286
0.06% of portfolio
|
Q2 2025
Added 544.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
711
shares
|
$78,842
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
700
shares
|
$77,623
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
699
shares
|
$77,512
0.02% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
690
shares
|
$76,514
0.02% of portfolio
|
Q2 2025
Reduced 45.58%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
678
shares
|
$75,183
0.02% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
674
shares
|
$74,739
0.01% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
661
shares
|
$73,298
0.02% of portfolio
|
Q2 2025
Reduced 97.56%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
656
shares
|
$72,743
0.02% of portfolio
|
Q2 2025
Reduced 38.05%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
648
shares
|
$71,856
0.06% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
638
shares
|
$70,747
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
638
shares
|
$70,747
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
636
shares
|
$70,526
0.03% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
635
shares
|
$70,415
0.03% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
628
shares
|
$69,638
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
620
shares
|
$68,751
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
618
shares
|
$68,530
0.05% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
616
shares
|
$68,308
0.02% of portfolio
|
Q2 2025
Reduced 76.55%
|