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 |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
33,023
shares
|
$3.66 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
32,903
shares
|
$3.65 Million
1.71% of portfolio
|
Q4 2023
Reduced 66.56%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
32,855
shares
|
$3.65 Million
2.37% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
32,735
shares
|
$3.63 Million
0.16% of portfolio
|
Q2 2025
Reduced 73.56%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
32,681
shares
|
$3.63 Million
0.1% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
32,635
shares
|
$3.62 Million
0.36% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
32,403
shares
|
$3.6 Million
0.7% of portfolio
|
Q1 2025
Added 206.44%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
32,389
shares
|
$3.59 Million
0.72% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
32,063
shares
|
$3.56 Million
2.95% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
32,060
shares
|
$3.56 Million
2.73% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
31,988
shares
|
$3.55 Million
1.1% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
31,986
shares
|
$3.55 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
31,829
shares
|
$3.53 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
31,812
shares
|
$3.53 Million
0.2% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
31,734
shares
|
$3.52 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
31,726
shares
|
$3.52 Million
0.28% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
31,716
shares
|
$3.52 Million
0.82% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
31,586
shares
|
$3.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
31,553
shares
|
$3.5 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,528
shares
|
$3.5 Million
0.22% of portfolio
|
Q4 2023
Reduced 34.87%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
31,524
shares
|
$3.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
31,497
shares
|
$3.49 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
31,381
shares
|
$3.48 Million
1.37% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
31,271
shares
|
$3.47 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.29%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
31,249
shares
|
$3.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.15%
|