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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
116,191
shares
|
$12.9 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
116,107
shares
|
$12.9 Million
2.23% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
116,000
shares
|
$12.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
114,335
shares
|
$12.7 Million
5.97% of portfolio
|
Q4 2022
Added 2.91%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
112,951
shares
|
$12.5 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
112,922
shares
|
$12.5 Million
0.92% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
112,436
shares
|
$12.5 Million
3.48% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
112,318
shares
|
$12.5 Million
4.59% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
112,098
shares
|
$12.4 Million
3.45% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
111,682
shares
|
$12.4 Million
1.42% of portfolio
|
Q2 2025
Added 23.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
111,580
shares
|
$12.4 Million
2.61% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
110,975
shares
|
$12.3 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Aug 14, 2025 Q2 2025 |
110,890
shares
|
$12.3 Million
1.25% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
110,526
shares
|
$12.3 Million
0.91% of portfolio
|
Q2 2025
Added 2914.07%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
110,301
shares
|
$12.2 Million
2.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
109,934
shares
|
$12.2 Million
0.65% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
109,494
shares
|
$12.1 Million
2.14% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
109,400
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
109,378
shares
|
$12.1 Million
1.5% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
109,294
shares
|
$12.1 Million
2.44% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
108,839
shares
|
$12.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
108,207
shares
|
$12 Million
2.27% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
108,200
shares
|
$12 Million
6.56% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
107,823
shares
|
$12 Million
4.91% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
107,494
shares
|
$11.9 Million
0.22% of portfolio
|
Q2 2025
Added 8.0%
|