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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
134,894
shares
|
$15 Million
6.16% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
134,269
shares
|
$14.9 Million
13.46% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
134,202
shares
|
$14.9 Million
2.33% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
133,545
shares
|
$14.8 Million
0.28% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
133,249
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2022
Added 10.5%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
132,728
shares
|
$14.7 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
132,434
shares
|
$14.7 Million
1.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
130,707
shares
|
$14.5 Million
1.07% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
130,494
shares
|
$14.5 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
130,199
shares
|
$14.4 Million
1.26% of portfolio
|
Q2 2025
Reduced 29.93%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
130,006
shares
|
$14.4 Million
1.12% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
129,824
shares
|
$14.4 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
129,642
shares
|
$14.4 Million
2.69% of portfolio
|
Q1 2025
Added 4333.72%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
129,381
shares
|
$14.3 Million
3.77% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
129,314
shares
|
$14.3 Million
2.7% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
129,280
shares
|
$14.3 Million
0.18% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
128,859
shares
|
$14.3 Million
1.95% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
128,760
shares
|
$14.3 Million
4.5% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
128,433
shares
|
$14.2 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
127,211
shares
|
$14.1 Million
1.0% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
127,202
shares
|
$14.1 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
127,156
shares
|
$14.1 Million
2.54% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
127,042
shares
|
$14.1 Million
0.58% of portfolio
|
Q2 2025
Reduced 35.5%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
126,761
shares
|
$14.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
126,167
shares
|
$14 Million
0.36% of portfolio
|
Q2 2025
Added 262.49%
|