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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
145,416
shares
|
$16.1 Million
3.13% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
143,437
shares
|
$15.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
142,111
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
141,815
shares
|
$15.7 Million
5.76% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
141,729
shares
|
$15.7 Million
0.35% of portfolio
|
Q2 2025
Added 242.93%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
141,016
shares
|
$15.6 Million
1.57% of portfolio
|
Q4 2022
Added 38.45%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
139,974
shares
|
$15.5 Million
7.99% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
139,959
shares
|
$15.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
139,695
shares
|
$15.5 Million
6.25% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
139,377
shares
|
$15.5 Million
2.53% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
138,929
shares
|
$15.4 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
138,701
shares
|
$15.4 Million
1.76% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
138,647
shares
|
$15.4 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
138,541
shares
|
$15.4 Million
9.85% of portfolio
|
Q1 2023
Added 3.15%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
138,457
shares
|
$15.4 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
138,005
shares
|
$15.3 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
137,974
shares
|
$15.3 Million
7.07% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
137,048
shares
|
$15.2 Million
1.29% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
137,034
shares
|
$15.2 Million
0.81% of portfolio
|
Q2 2025
Added 432.63%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
136,696
shares
|
$15.2 Million
2.21% of portfolio
|
Q2 2025
Added 19.49%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
136,525
shares
|
$15.1 Million
2.07% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
135,564
shares
|
$15 Million
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
135,543
shares
|
$15 Million
5.51% of portfolio
|
Q2 2025
Added 423471.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
135,274
shares
|
$15 Million
0.15% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
135,161
shares
|
$15 Million
0.05% of portfolio
|
Q1 2025
New holding
|