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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
58,056
shares
|
$6.44 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
57,703
shares
|
$6.4 Million
0.33% of portfolio
|
Q2 2025
Added 17.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
57,647
shares
|
$6.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
57,291
shares
|
$6.35 Million
2.77% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
57,040
shares
|
$6.33 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
56,986
shares
|
$6.32 Million
2.32% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
56,971
shares
|
$6.32 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
56,946
shares
|
$6.31 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
56,805
shares
|
$6.3 Million
1.26% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
56,411
shares
|
$6.26 Million
1.77% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
56,386
shares
|
$6.25 Million
3.88% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
55,970
shares
|
$6.21 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
55,786
shares
|
$6.19 Million
1.18% of portfolio
|
Q2 2025
Reduced 23.44%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
55,725
shares
|
$6.18 Million
3.7% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
55,612
shares
|
$6.17 Million
0.4% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
55,540
shares
|
$6.16 Million
4.75% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
55,489
shares
|
$6.15 Million
2.57% of portfolio
|
Q3 2023
Added 9.22%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
55,404
shares
|
$6.14 Million
1.24% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
55,382
shares
|
$6.14 Million
1.85% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
55,334
shares
|
$6.14 Million
0.19% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
55,253
shares
|
$6.13 Million
2.55% of portfolio
|
Q2 2025
Added 23.96%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
55,210
shares
|
$6.12 Million
3.76% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
55,208
shares
|
$6.12 Million
0.56% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
55,167
shares
|
$6.12 Million
1.08% of portfolio
|
Q2 2025
Added 91.85%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
55,165
shares
|
$6.12 Million
1.33% of portfolio
|
Q2 2025
Reduced 13.97%
|