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 |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
107,425
shares
|
$11.9 Million
1.61% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
107,379
shares
|
$11.9 Million
8.73% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
107,216
shares
|
$11.9 Million
4.24% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106,988
shares
|
$11.9 Million
3.16% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
105,945
shares
|
$11.7 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
105,771
shares
|
$11.7 Million
6.14% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
105,757
shares
|
$11.7 Million
1.12% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
105,727
shares
|
$11.7 Million
0.54% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
105,458
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
105,329
shares
|
$11.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Aug 07, 2025 Q2 2025 |
105,327
shares
|
$11.7 Million
6.08% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
105,225
shares
|
$11.7 Million
0.33% of portfolio
|
Q2 2025
Added 51.45%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
104,430
shares
|
$11.6 Million
10.99% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
104,252
shares
|
$11.6 Million
6.41% of portfolio
|
Q2 2025
Added 29.78%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
104,113
shares
|
$11.5 Million
2.26% of portfolio
|
Q2 2025
Added 61.3%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
103,999
shares
|
$11.5 Million
0.3% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
103,635
shares
|
$11.5 Million
0.21% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103,156
shares
|
$11.4 Million
0.8% of portfolio
|
Q4 2022
Reduced 6.89%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
103,044
shares
|
$11.4 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
101,760
shares
|
$11.3 Million
0.25% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
101,455
shares
|
$11.3 Million
1.71% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
100,925
shares
|
$11.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
100,860
shares
|
$11.2 Million
1.76% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
100,713
shares
|
$11.2 Million
0.13% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
100,137
shares
|
$11.1 Million
1.96% of portfolio
|
Q2 2025
Added 5.39%
|