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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
240,184
shares
|
$26.6 Million
0.63% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
239,211
shares
|
$26.5 Million
5.72% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
238,040
shares
|
$26.4 Million
1.52% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
237,618
shares
|
$26.3 Million
2.07% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
235,313
shares
|
$26.1 Million
1.69% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
233,242
shares
|
$25.9 Million
0.59% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Mangrove Partners
New York, NY |
Aug 14, 2025 Q2 2025 |
232,878
shares
|
$25.8 Million
3.69% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
231,622
shares
|
$25.7 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
231,279
shares
|
$25.6 Million
5.55% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
229,502
shares
|
$25.4 Million
1.44% of portfolio
|
Q2 2025
Added 5.51%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
228,053
shares
|
$25.3 Million
1.8% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
226,261
shares
|
$25.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 68.89%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
225,917
shares
|
$25.1 Million
2.99% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
225,215
shares
|
$25 Million
4.29% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
224,958
shares
|
$24.9 Million
7.9% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
224,493
shares
|
$24.9 Million
3.26% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
224,363
shares
|
$24.9 Million
3.53% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
223,980
shares
|
$24.8 Million
1.96% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
223,686
shares
|
$24.8 Million
5.19% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
223,535
shares
|
$24.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 48.91%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
219,438
shares
|
$24.3 Million
4.93% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
217,636
shares
|
$24.1 Million
0.44% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
215,996
shares
|
$24 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
215,002
shares
|
$23.8 Million
1.6% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
213,802
shares
|
$23.7 Million
8.28% of portfolio
|
Q2 2025
Reduced 6.62%
|