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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
417
shares
|
$46,241
0.0% of portfolio
|
Q2 2025
Reduced 51.9%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
410
shares
|
$45,464
0.05% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
409
shares
|
$45,354
0.01% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
409
shares
|
$45,354
0.03% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
401
shares
|
$44,466
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
385
shares
|
$42,692
0.01% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
375
shares
|
$41,583
0.03% of portfolio
|
Q2 2025
Reduced 17.22%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
375
shares
|
$41,583
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
372
shares
|
$41,251
0.01% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$40,918
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$40,363
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
351
shares
|
$38,922
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
351
shares
|
$38,922
0.02% of portfolio
|
Q2 2025
Reduced 23.03%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$37,480
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$37,369
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
330
shares
|
$36,593
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
317
shares
|
$35,152
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
307
shares
|
$34,043
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
299
shares
|
$33,156
0.01% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
299
shares
|
$33,156
0.02% of portfolio
|
Q2 2025
Reduced 77.5%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
298
shares
|
$33,045
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
297
shares
|
$32,934
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
292
shares
|
$32,379
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
291
shares
|
$32,268
0.02% of portfolio
|
Q1 2024
Added 68.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
290
shares
|
$32,158
0.02% of portfolio
|
Q1 2021
New holding
|