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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
34,806
shares
|
$3.86 Million
0.12% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
34,781
shares
|
$3.86 Million
2.04% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
34,771
shares
|
$3.86 Million
1.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
34,726
shares
|
$3.85 Million
3.94% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,699
shares
|
$3.85 Million
2.04% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
34,581
shares
|
$3.84 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
34,563
shares
|
$3.84 Million
0.17% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
34,421
shares
|
$3.82 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,197
shares
|
$3.79 Million
1.74% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
34,120
shares
|
$3.79 Million
0.27% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
34,079
shares
|
$3.78 Million
0.37% of portfolio
|
Q1 2025
Added 46.6%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
34,041
shares
|
$3.78 Million
2.84% of portfolio
|
Q2 2025
Reduced 31.2%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
33,944
shares
|
$3.77 Million
2.18% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
33,902
shares
|
$3.76 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
33,861
shares
|
$3.76 Million
2.14% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
33,818
shares
|
$3.75 Million
0.12% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$3.75 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
33,651
shares
|
$3.73 Million
1.98% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
33,650
shares
|
$3.73 Million
2.68% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
33,504
shares
|
$3.72 Million
2.17% of portfolio
|
Q1 2025
Reduced 44.06%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
33,495
shares
|
$3.72 Million
2.81% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
33,352
shares
|
$3.7 Million
3.82% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
33,290
shares
|
$3.69 Million
10.03% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
33,212
shares
|
$3.69 Million
1.7% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
33,048
shares
|
$3.67 Million
0.1% of portfolio
|
Q1 2025
Reduced 29.36%
|