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 |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
36,165
shares
|
$4.01 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
36,078
shares
|
$4 Million
1.58% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
36,060
shares
|
$4 Million
0.83% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
35,875
shares
|
$3.98 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
35,868
shares
|
$3.98 Million
0.51% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
35,800
shares
|
$3.97 Million
1.28% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
35,591
shares
|
$3.95 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
35,571
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2025
Added 30.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
35,568
shares
|
$3.95 Million
0.67% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
35,510
shares
|
$3.94 Million
1.53% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
35,504
shares
|
$3.94 Million
0.24% of portfolio
|
Q1 2025
Reduced 38.49%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
35,491
shares
|
$3.94 Million
1.66% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
35,433
shares
|
$3.93 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
35,389
shares
|
$3.93 Million
3.84% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
35,326
shares
|
$3.92 Million
2.48% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
35,317
shares
|
$3.92 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
35,308
shares
|
$3.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
35,256
shares
|
$3.91 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
35,221
shares
|
$3.91 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
35,212
shares
|
$3.91 Million
0.21% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
35,183
shares
|
$3.9 Million
0.58% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
35,085
shares
|
$3.89 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,922
shares
|
$3.87 Million
0.38% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
34,873
shares
|
$3.87 Million
1.76% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
34,838
shares
|
$3.87 Million
1.2% of portfolio
|
Q2 2025
Reduced 12.36%
|