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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
81,268
shares
|
$9.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
81,192
shares
|
$9 Million
5.11% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
80,706
shares
|
$8.95 Million
0.5% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
80,704
shares
|
$8.95 Million
4.73% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
80,662
shares
|
$8.94 Million
3.25% of portfolio
|
Q2 2025
Reduced 31.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
80,584
shares
|
$8.94 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
79,802
shares
|
$8.85 Million
5.5% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
79,104
shares
|
$8.77 Million
1.74% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
79,080
shares
|
$8.77 Million
0.38% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
78,641
shares
|
$8.72 Million
0.18% of portfolio
|
Q2 2025
Reduced 38.8%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
78,564
shares
|
$8.71 Million
3.09% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
78,537
shares
|
$8.71 Million
2.74% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
78,469
shares
|
$8.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
78,310
shares
|
$8.68 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
78,172
shares
|
$8.67 Million
0.57% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$8.67 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
77,932
shares
|
$8.64 Million
1.88% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
77,601
shares
|
$8.61 Million
0.19% of portfolio
|
Q2 2025
Added 49.51%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
77,322
shares
|
$8.57 Million
1.67% of portfolio
|
Q3 2023
Reduced 59.67%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
77,321
shares
|
$8.57 Million
0.5% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
77,295
shares
|
$8.57 Million
0.28% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
76,474
shares
|
$8.48 Million
8.47% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
76,322
shares
|
$8.46 Million
0.42% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
76,304
shares
|
$8.46 Million
0.26% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76,267
shares
|
$8.46 Million
0.38% of portfolio
|
Q3 2023
Reduced 2.69%
|