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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
28,133
shares
|
$3.12 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$3.12 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
28,053
shares
|
$3.11 Million
0.81% of portfolio
|
Q2 2025
Added 40.2%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
28,045
shares
|
$3.11 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
28,007
shares
|
$3.11 Million
0.44% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
27,931
shares
|
$3.1 Million
0.33% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
27,930
shares
|
$3.1 Million
0.22% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
27,920
shares
|
$3.1 Million
1.02% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
27,899
shares
|
$3.1 Million
8.11% of portfolio
|
Q2 2025
Reduced 75.43%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
27,801
shares
|
$3.08 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
27,778
shares
|
$3.08 Million
0.77% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,689
shares
|
$3.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$3.07 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$3.06 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
27,586
shares
|
$3.06 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
27,515
shares
|
$3.05 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
27,469
shares
|
$3.05 Million
0.6% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
27,370
shares
|
$3.04 Million
0.43% of portfolio
|
Q2 2025
Added 147.24%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
27,265
shares
|
$3.03 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
27,252
shares
|
$3.02 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
27,220
shares
|
$3.02 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
27,045
shares
|
$3 Million
0.23% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
27,039
shares
|
$3 Million
0.8% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
27,029
shares
|
$3 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
27,005
shares
|
$3 Million
0.57% of portfolio
|
Q2 2025
Reduced 12.36%
|