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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
65,532
shares
|
$7.27 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
65,443
shares
|
$7.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
65,253
shares
|
$7.24 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
65,120
shares
|
$7.22 Million
0.63% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
65,079
shares
|
$7.22 Million
2.58% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
64,923
shares
|
$7.2 Million
1.27% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
64,901
shares
|
$7.2 Million
0.58% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
64,525
shares
|
$7.16 Million
0.25% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
64,448
shares
|
$7.15 Million
1.12% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
64,436
shares
|
$7.15 Million
1.85% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,399
shares
|
$7.14 Million
0.25% of portfolio
|
Q3 2023
Added 252.43%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
64,085
shares
|
$7.11 Million
9.14% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
63,878
shares
|
$7.08 Million
2.97% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
63,857
shares
|
$7.08 Million
1.18% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
63,829
shares
|
$7.08 Million
1.22% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
63,783
shares
|
$7.07 Million
0.06% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
63,672
shares
|
$7.06 Million
0.73% of portfolio
|
Q2 2023
Reduced 31.93%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
63,646
shares
|
$7.06 Million
1.21% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
63,598
shares
|
$7.05 Million
2.29% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
63,570
shares
|
$7.05 Million
3.24% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
63,547
shares
|
$7.05 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
63,128
shares
|
$7 Million
5.41% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
63,104
shares
|
$7 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
62,714
shares
|
$6.95 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
62,685
shares
|
$6.95 Million
0.26% of portfolio
|
Q2 2025
Added 2.09%
|