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 |
|---|---|---|---|---|---|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
47,613
shares
|
$5.28 Million
1.44% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
47,281
shares
|
$5.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
47,117
shares
|
$5.22 Million
1.45% of portfolio
|
Q2 2025
Reduced 53.14%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
47,075
shares
|
$5.22 Million
1.93% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
47,074
shares
|
$5.22 Million
1.82% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
46,722
shares
|
$5.18 Million
0.51% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
46,494
shares
|
$5.16 Million
0.74% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
46,444
shares
|
$5.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
46,413
shares
|
$5.15 Million
0.7% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
46,345
shares
|
$5.14 Million
0.71% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
46,078
shares
|
$5.11 Million
1.28% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
45,920
shares
|
$5.09 Million
2.14% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$5.09 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
45,882
shares
|
$5.09 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
45,845
shares
|
$5.08 Million
0.47% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
45,433
shares
|
$5.04 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
45,281
shares
|
$5.02 Million
2.22% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
45,238
shares
|
$5.02 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
45,048
shares
|
$5 Million
2.35% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
44,971
shares
|
$4.99 Million
0.63% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
44,919
shares
|
$4.98 Million
3.7% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
44,554
shares
|
$4.94 Million
3.9% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,444
shares
|
$4.93 Million
0.15% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
44,415
shares
|
$4.93 Million
1.21% of portfolio
|
Q2 2025
Reduced 20.51%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
44,366
shares
|
$4.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.27%
|