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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
125,989
shares
|
$14 Million
0.13% of portfolio
|
Q2 2025
Reduced 81.69%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
125,873
shares
|
$14 Million
2.17% of portfolio
|
Q3 2023
Reduced 2.75%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
125,813
shares
|
$14 Million
4.66% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
125,468
shares
|
$13.9 Million
0.31% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
124,419
shares
|
$13.8 Million
1.35% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
124,073
shares
|
$13.8 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
124,056
shares
|
$13.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
123,872
shares
|
$13.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
123,508
shares
|
$13.7 Million
0.45% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
122,085
shares
|
$13.5 Million
4.77% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Jul 29, 2025 Q2 2025 |
122,066
shares
|
$13.5 Million
2.92% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
121,030
shares
|
$13.4 Million
0.74% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
120,471
shares
|
$13.4 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
120,170
shares
|
$13.3 Million
3.72% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
119,590
shares
|
$13.3 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
118,651
shares
|
$13.2 Million
0.37% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
118,642
shares
|
$13.2 Million
4.1% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
118,315
shares
|
$13.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
118,303
shares
|
$13.1 Million
9.28% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
118,119
shares
|
$13.1 Million
2.64% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
118,117
shares
|
$13.1 Million
0.5% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
117,526
shares
|
$13 Million
1.97% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
117,525
shares
|
$13 Million
4.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
117,512
shares
|
$13 Million
2.05% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
116,714
shares
|
$12.9 Million
5.17% of portfolio
|
Q2 2025
Reduced 3.49%
|