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 |
|---|---|---|---|---|---|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
87,353
shares
|
$9.69 Million
5.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
86,953
shares
|
$9.64 Million
0.22% of portfolio
|
Q2 2025
Added 46.7%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
86,738
shares
|
$9.62 Million
4.78% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
86,715
shares
|
$9.62 Million
0.0% of portfolio
|
Q2 2025
Added 64.79%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
86,318
shares
|
$9.57 Million
3.2% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
86,157
shares
|
$9.55 Million
0.49% of portfolio
|
Q2 2025
Reduced 32.92%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Jul 30, 2025 Q2 2025 |
86,117
shares
|
$9.55 Million
3.47% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
85,939
shares
|
$9.53 Million
7.94% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
85,918
shares
|
$9.53 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
85,812
shares
|
$9.52 Million
0.87% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
85,175
shares
|
$9.45 Million
1.46% of portfolio
|
Q3 2022
Added 49.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
85,099
shares
|
$9.44 Million
0.04% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
84,874
shares
|
$9.41 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
84,461
shares
|
$9.37 Million
3.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
84,393
shares
|
$9.36 Million
6.99% of portfolio
|
Q2 2025
Added 48.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
84,314
shares
|
$9.35 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
84,310
shares
|
$9.35 Million
2.77% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
84,243
shares
|
$9.34 Million
0.3% of portfolio
|
Q2 2025
Added 48.67%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
84,140
shares
|
$9.33 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
83,530
shares
|
$9.26 Million
0.03% of portfolio
|
Q2 2023
Reduced 18.69%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
82,714
shares
|
$9.17 Million
1.33% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
82,551
shares
|
$9.15 Million
1.61% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
82,047
shares
|
$9.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
81,647
shares
|
$9.05 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
81,317
shares
|
$9.02 Million
0.32% of portfolio
|
Q3 2023
Added 0.96%
|