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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
187,756
shares
|
$20.8 Million
0.75% of portfolio
|
Q2 2025
Reduced 42.16%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
186,481
shares
|
$20.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
186,450
shares
|
$20.7 Million
5.12% of portfolio
|
Q2 2025
Reduced 6.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
186,444
shares
|
$20.7 Million
0.94% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
186,441
shares
|
$20.7 Million
3.39% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
185,652
shares
|
$20.6 Million
1.86% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
185,375
shares
|
$20.6 Million
0.4% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,171
shares
|
$20.5 Million
0.68% of portfolio
|
Q2 2020
Added 1.97%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
184,748
shares
|
$20.5 Million
2.38% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
184,728
shares
|
$20.5 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
184,143
shares
|
$20.4 Million
2.08% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
183,391
shares
|
$20.3 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
182,927
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
182,659
shares
|
$20.3 Million
3.6% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
181,902
shares
|
$20.2 Million
2.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
181,803
shares
|
$20.2 Million
4.22% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
181,321
shares
|
$20.1 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
180,201
shares
|
$20 Million
7.63% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
179,909
shares
|
$20 Million
4.0% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
179,722
shares
|
$19.9 Million
0.93% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
179,230
shares
|
$19.9 Million
1.67% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
178,339
shares
|
$19.8 Million
1.65% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
178,244
shares
|
$19.8 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
177,469
shares
|
$19.7 Million
0.68% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
177,234
shares
|
$19.7 Million
0.22% of portfolio
|
Q2 2025
Added 3.15%
|