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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
51,054
shares
|
$5.66 Million
0.24% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
51,036
shares
|
$5.66 Million
0.98% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
50,760
shares
|
$5.63 Million
0.45% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
50,740
shares
|
$5.63 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
50,689
shares
|
$5.62 Million
0.31% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
50,456
shares
|
$5.6 Million
1.11% of portfolio
|
Q2 2025
Added 12.22%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
50,435
shares
|
$5.59 Million
0.2% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
50,208
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
50,112
shares
|
$5.56 Million
1.5% of portfolio
|
Q2 2025
Added 21.45%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
49,403
shares
|
$5.48 Million
0.74% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
49,402
shares
|
$5.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
49,169
shares
|
$5.45 Million
0.35% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
49,150
shares
|
$5.45 Million
2.65% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
48,987
shares
|
$5.43 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
48,932
shares
|
$5.43 Million
2.25% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
48,843
shares
|
$5.42 Million
2.56% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
48,805
shares
|
$5.41 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
48,781
shares
|
$5.41 Million
0.17% of portfolio
|
Q2 2025
Added 44.25%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
48,769
shares
|
$5.41 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
48,720
shares
|
$5.4 Million
1.41% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
48,100
shares
|
$5.33 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
48,088
shares
|
$5.33 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
47,809
shares
|
$5.3 Million
2.67% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
47,785
shares
|
$5.3 Million
1.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
47,738
shares
|
$5.29 Million
3.53% of portfolio
|
Q2 2025
Added 12.25%
|