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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
164,726
shares
|
$18.3 Million
2.91% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
164,692
shares
|
$18.3 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
164,340
shares
|
$18.2 Million
0.65% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
164,095
shares
|
$18.2 Million
6.36% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
163,901
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 49.29%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
163,073
shares
|
$18.1 Million
0.32% of portfolio
|
Q2 2025
Added 489.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
162,650
shares
|
$18 Million
4.85% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
162,410
shares
|
$18 Million
0.02% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
162,145
shares
|
$18 Million
0.23% of portfolio
|
Q2 2025
Added 37.16%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
161,857
shares
|
$17.9 Million
3.5% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
161,770
shares
|
$17.9 Million
1.51% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
159,800
shares
|
$17.7 Million
2.8% of portfolio
|
Q2 2025
Added 45.55%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
159,520
shares
|
$17.7 Million
1.87% of portfolio
|
Q2 2025
Added 235.7%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
158,619
shares
|
$17.6 Million
3.85% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
157,544
shares
|
$17.5 Million
1.98% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
157,504
shares
|
$17.5 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
157,309
shares
|
$17.4 Million
0.37% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
157,245
shares
|
$17.4 Million
1.06% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
156,416
shares
|
$17.3 Million
3.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
156,171
shares
|
$17.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 35.96%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
155,274
shares
|
$17.2 Million
1.44% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
155,159
shares
|
$17.2 Million
0.54% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
155,077
shares
|
$17.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 58.82%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
154,763
shares
|
$17.2 Million
5.13% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
154,560
shares
|
$17.1 Million
1.25% of portfolio
|
Q2 2025
Added 2.23%
|