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 |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
76,196
shares
|
$8.45 Million
2.04% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
76,184
shares
|
$8.45 Million
1.99% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
76,139
shares
|
$8.44 Million
0.2% of portfolio
|
Q3 2022
Reduced 90.17%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
75,593
shares
|
$8.38 Million
0.67% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
75,410
shares
|
$8.36 Million
0.05% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
75,345
shares
|
$8.36 Million
1.01% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
75,058
shares
|
$8.32 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
74,728
shares
|
$8.29 Million
1.64% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
74,590
shares
|
$8.27 Million
1.4% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
74,405
shares
|
$8.25 Million
2.71% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
74,144
shares
|
$8.22 Million
11.84% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
73,718
shares
|
$8.17 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
73,336
shares
|
$8.13 Million
0.44% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
73,235
shares
|
$8.12 Million
1.04% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
73,037
shares
|
$8.1 Million
4.14% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
72,877
shares
|
$8.08 Million
6.85% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
72,718
shares
|
$8.06 Million
0.78% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
72,684
shares
|
$8.06 Million
0.2% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
72,496
shares
|
$8.04 Million
6.51% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
72,076
shares
|
$7.99 Million
6.38% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
71,912
shares
|
$7.97 Million
0.99% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
71,653
shares
|
$7.95 Million
0.39% of portfolio
|
Q3 2022
Added 59.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
71,554
shares
|
$7.93 Million
1.5% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
71,000
shares
|
$7.87 Million
0.14% of portfolio
|
Q2 2025
Added 233.1%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
70,935
shares
|
$7.87 Million
4.7% of portfolio
|
Q2 2025
Reduced 10.67%
|