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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
70,931
shares
|
$7.87 Million
1.08% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
70,589
shares
|
$7.83 Million
2.17% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
70,298
shares
|
$7.8 Million
4.26% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
70,116
shares
|
$7.78 Million
4.72% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
69,809
shares
|
$7.74 Million
6.54% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
69,622
shares
|
$7.72 Million
1.83% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
69,311
shares
|
$7.69 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
68,984
shares
|
$7.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
68,803
shares
|
$7.63 Million
2.22% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
68,795
shares
|
$7.63 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
68,563
shares
|
$7.6 Million
5.41% of portfolio
|
Q2 2025
Added 12.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
68,083
shares
|
$7.55 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
68,062
shares
|
$7.55 Million
0.63% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
67,967
shares
|
$7.54 Million
0.56% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
67,805
shares
|
$7.52 Million
4.8% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
67,682
shares
|
$7.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,621
shares
|
$7.5 Million
0.25% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
67,561
shares
|
$7.49 Million
0.39% of portfolio
|
Q2 2025
Added 49.29%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
67,278
shares
|
$7.46 Million
3.55% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
66,704
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2025
Added 203.6%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
66,618
shares
|
$7.39 Million
3.74% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
66,308
shares
|
$7.35 Million
2.63% of portfolio
|
Q2 2025
Reduced 31.31%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
66,027
shares
|
$7.32 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
65,797
shares
|
$7.3 Million
2.38% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
65,684
shares
|
$7.28 Million
1.61% of portfolio
|
Q1 2024
New holding
|