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 |
|---|---|---|---|---|---|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
26,928
shares
|
$2.99 Million
0.56% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
26,870
shares
|
$2.98 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
26,851
shares
|
$2.98 Million
2.59% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
26,806
shares
|
$2.97 Million
3.72% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
26,775
shares
|
$2.97 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
26,754
shares
|
$2.97 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,691
shares
|
$2.96 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
26,642
shares
|
$2.96 Million
0.07% of portfolio
|
Q1 2025
Reduced 28.2%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
26,543
shares
|
$2.95 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
26,515
shares
|
$2.94 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
26,510
shares
|
$2.94 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
26,245
shares
|
$2.91 Million
1.02% of portfolio
|
Q1 2025
Added 65.86%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
26,203
shares
|
$2.91 Million
1.34% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
26,147
shares
|
$2.9 Million
0.3% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
26,109
shares
|
$2.9 Million
2.06% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$2.89 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
26,062
shares
|
$2.89 Million
0.39% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$2.88 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
25,970
shares
|
$2.88 Million
0.83% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
25,961
shares
|
$2.88 Million
0.78% of portfolio
|
Q2 2025
Added 188.1%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$2.88 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
25,904
shares
|
$2.87 Million
0.09% of portfolio
|
Q1 2025
Added 20.69%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
25,818
shares
|
$2.86 Million
0.21% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
25,728
shares
|
$2.85 Million
0.15% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
25,617
shares
|
$2.84 Million
0.87% of portfolio
|
Q4 2024
New holding
|