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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
212,258
shares
|
$23.5 Million
0.45% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
211,389
shares
|
$23.4 Million
6.89% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
207,689
shares
|
$23 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
206,772
shares
|
$22.9 Million
1.8% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
206,646
shares
|
$22.9 Million
1.25% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
206,056
shares
|
$22.8 Million
7.17% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
205,381
shares
|
$22.8 Million
7.47% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
204,615
shares
|
$22.7 Million
5.15% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
203,391
shares
|
$22.6 Million
4.73% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
202,495
shares
|
$22.5 Million
5.1% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
202,401
shares
|
$22.4 Million
3.85% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
201,910
shares
|
$22.4 Million
2.44% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
201,730
shares
|
$22.4 Million
0.49% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
201,673
shares
|
$22.4 Million
0.6% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
C V Starr & CO Inc
New York, NY |
Aug 08, 2025 Q2 2025 |
200,458
shares
|
$22.2 Million
11.47% of portfolio
|
Q2 2025
New holding
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jul 23, 2025 Q2 2025 |
200,000
shares
|
$22.2 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
195,745
shares
|
$21.7 Million
5.98% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
195,491
shares
|
$21.7 Million
1.54% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
194,820
shares
|
$21.6 Million
7.7% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
193,515
shares
|
$21.5 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
192,958
shares
|
$21.4 Million
0.51% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
192,433
shares
|
$21.3 Million
3.28% of portfolio
|
Q2 2025
Added 44.37%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
190,715
shares
|
$21.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 39.47%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
189,442
shares
|
$21 Million
2.81% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
188,932
shares
|
$21 Million
0.65% of portfolio
|
Q2 2025
Added 3.43%
|