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 2,823 institutions that hold shares in the stock, with a total of 566 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
41,051
shares
|
$4.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.42%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
41,046
shares
|
$4.55 Million
0.21% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
41,017
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
41,000
shares
|
$4.55 Million
2.38% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
40,972
shares
|
$4.55 Million
0.16% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
40,868
shares
|
$4.53 Million
1.41% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
40,856
shares
|
$4.53 Million
2.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
40,648
shares
|
$4.51 Million
0.16% of portfolio
|
Q1 2025
Added 160.85%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.51 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.51 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
40,561
shares
|
$4.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
40,420
shares
|
$4.49 Million
0.32% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
40,099
shares
|
$4.45 Million
0.38% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
39,964
shares
|
$4.43 Million
1.01% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
39,783
shares
|
$4.41 Million
1.33% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
39,773
shares
|
$4.41 Million
1.99% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
39,562
shares
|
$4.39 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
39,326
shares
|
$4.36 Million
2.48% of portfolio
|
Q1 2023
Added 45.08%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
39,231
shares
|
$4.35 Million
1.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
39,171
shares
|
$4.35 Million
1.4% of portfolio
|
Q2 2025
Added 1924.34%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
39,160
shares
|
$4.35 Million
0.36% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
39,141
shares
|
$4.34 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
39,006
shares
|
$4.33 Million
3.2% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
38,998
shares
|
$4.33 Million
0.37% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
38,819
shares
|
$4.31 Million
1.84% of portfolio
|
Q2 2025
Reduced 2.13%
|