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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
154,292
shares
|
$17.1 Million
1.22% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
154,060
shares
|
$17.1 Million
1.28% of portfolio
|
Q1 2025
Added 27.61%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
153,436
shares
|
$17 Million
1.21% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
153,343
shares
|
$17 Million
1.67% of portfolio
|
Q2 2025
Reduced 37.86%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
153,167
shares
|
$17 Million
4.24% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
153,076
shares
|
$17 Million
7.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
152,932
shares
|
$17 Million
2.65% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
151,768
shares
|
$16.8 Million
1.5% of portfolio
|
Q2 2025
Reduced 21.68%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
151,744
shares
|
$16.8 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
151,668
shares
|
$16.8 Million
8.26% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
151,410
shares
|
$16.8 Million
4.95% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
151,184
shares
|
$16.8 Million
4.1% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
150,354
shares
|
$16.7 Million
0.95% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
150,000
shares
|
$16.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.16%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
149,555
shares
|
$16.6 Million
2.24% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
148,936
shares
|
$16.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
148,931
shares
|
$16.5 Million
5.87% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
148,270
shares
|
$16.4 Million
1.99% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
148,182
shares
|
$16.4 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
147,887
shares
|
$16.4 Million
0.45% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
147,130
shares
|
$16.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 39.9%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
146,914
shares
|
$16.3 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
146,252
shares
|
$16.2 Million
11.02% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
146,006
shares
|
$16.2 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
145,531
shares
|
$16.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 18.01%
|