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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
176,554
shares
|
$19.6 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
175,962
shares
|
$19.5 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
175,650
shares
|
$19.5 Million
2.19% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
175,246
shares
|
$19.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
174,834
shares
|
$19.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Jul 23, 2025 Q2 2025 |
174,600
shares
|
$19.4 Million
5.35% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
173,951
shares
|
$19.3 Million
5.72% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
173,885
shares
|
$19.3 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
173,199
shares
|
$19.2 Million
3.13% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
173,020
shares
|
$19.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
172,518
shares
|
$19.1 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
170,180
shares
|
$18.9 Million
3.7% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
169,858
shares
|
$18.8 Million
1.69% of portfolio
|
Q2 2023
Added 5.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
169,738
shares
|
$18.8 Million
0.61% of portfolio
|
Q2 2025
Added 50.55%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
169,036
shares
|
$18.7 Million
4.9% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
168,911
shares
|
$18.7 Million
4.83% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
168,356
shares
|
$18.7 Million
8.39% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
167,265
shares
|
$18.5 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
166,442
shares
|
$18.5 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
166,392
shares
|
$18.5 Million
5.61% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
166,280
shares
|
$18.4 Million
5.86% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
166,138
shares
|
$18.4 Million
9.74% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
165,824
shares
|
$18.4 Million
12.22% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
165,395
shares
|
$18.3 Million
3.54% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
165,311
shares
|
$18.3 Million
8.58% of portfolio
|
Q2 2025
Reduced 0.65%
|