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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
100,050
shares
|
$11.1 Million
0.41% of portfolio
|
Q1 2023
Added 3.9%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
99,648
shares
|
$11 Million
1.11% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,570
shares
|
$11 Million
0.76% of portfolio
|
Q4 2024
Added 3797.06%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
99,281
shares
|
$11 Million
0.2% of portfolio
|
Q2 2025
Added 99.22%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
99,196
shares
|
$11 Million
3.28% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
98,987
shares
|
$11 Million
2.52% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
98,945
shares
|
$11 Million
4.23% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
98,356
shares
|
$10.9 Million
1.48% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
97,668
shares
|
$10.8 Million
0.82% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
97,503
shares
|
$10.8 Million
0.07% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
97,487
shares
|
$10.8 Million
1.6% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
96,924
shares
|
$10.7 Million
0.35% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
96,554
shares
|
$10.7 Million
1.31% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
96,542
shares
|
$10.7 Million
2.36% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
96,471
shares
|
$10.7 Million
5.94% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
96,283
shares
|
$10.7 Million
6.43% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
95,897
shares
|
$10.6 Million
5.12% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
95,402
shares
|
$10.6 Million
1.88% of portfolio
|
Q2 2025
Reduced 36.43%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
94,587
shares
|
$10.5 Million
1.74% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
94,523
shares
|
$10.5 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
94,346
shares
|
$10.5 Million
0.92% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
94,245
shares
|
$10.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
94,225
shares
|
$10.4 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
94,172
shares
|
$10.4 Million
0.1% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
93,907
shares
|
$10.4 Million
2.27% of portfolio
|
Q2 2025
Reduced 2.41%
|