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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
93,781
shares
|
$10.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
93,427
shares
|
$10.4 Million
1.62% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
93,231
shares
|
$10.3 Million
0.98% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
92,754
shares
|
$10.3 Million
1.15% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
92,632
shares
|
$10.3 Million
1.79% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
92,559
shares
|
$10.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
92,270
shares
|
$10.2 Million
4.25% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
91,896
shares
|
$10.2 Million
2.85% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
90,597
shares
|
$10 Million
3.08% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
90,500
shares
|
$10 Million
4.62% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
90,263
shares
|
$10 Million
0.61% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
90,242
shares
|
$10 Million
2.26% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Jul 31, 2025 Q2 2025 |
90,000
shares
|
$9.98 Million
2.31% of portfolio
|
Q2 2025
Added 112.26%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
89,476
shares
|
$9.92 Million
5.43% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
89,177
shares
|
$9.89 Million
2.07% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
89,156
shares
|
$9.89 Million
0.18% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
88,835
shares
|
$9.85 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
88,662
shares
|
$9.83 Million
6.21% of portfolio
|
Q2 2025
Added 13.13%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
88,647
shares
|
$9.83 Million
1.63% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
88,491
shares
|
$9.81 Million
6.94% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jul 23, 2025 Q2 2025 |
88,427
shares
|
$9.81 Million
6.92% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
88,421
shares
|
$9.81 Million
0.7% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
88,420
shares
|
$9.8 Million
2.39% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
87,826
shares
|
$9.74 Million
4.52% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
87,477
shares
|
$9.7 Million
5.43% of portfolio
|
Q2 2025
Reduced 9.92%
|