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 |
---|---|---|---|---|---|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$2.84 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
25,605
shares
|
$2.84 Million
0.39% of portfolio
|
Q1 2025
Added 0.81%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
25,600
shares
|
$2.84 Million
0.45% of portfolio
|
Q2 2025
Added 3.83%
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
25,554
shares
|
$2.84 Million
1.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,461
shares
|
$2.83 Million
0.09% of portfolio
|
Q1 2025
Added 1.49%
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
25,317
shares
|
$2.81 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
25,174
shares
|
$2.79 Million
0.96% of portfolio
|
Q2 2025
Added 9.45%
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
25,140
shares
|
$2.79 Million
0.95% of portfolio
|
Q1 2025
Added 8.07%
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$2.79 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
25,095
shares
|
$2.78 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
25,060
shares
|
$2.78 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
24,959
shares
|
$2.77 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
24,925
shares
|
$2.77 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
24,876
shares
|
$2.76 Million
0.41% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
24,851
shares
|
$2.76 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
24,740
shares
|
$2.75 Million
3.74% of portfolio
|
Q1 2025
Added 1.83%
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
24,730
shares
|
$2.74 Million
1.47% of portfolio
|
Q1 2025
Added 6.83%
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
24,691
shares
|
$2.74 Million
1.07% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
24,641
shares
|
$2.73 Million
0.75% of portfolio
|
Q2 2025
Added 0.93%
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
24,536
shares
|
$2.72 Million
0.29% of portfolio
|
Q2 2025
Added 13.91%
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
24,494
shares
|
$2.72 Million
0.31% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
24,403
shares
|
$2.71 Million
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
24,393
shares
|
$2.71 Million
1.47% of portfolio
|
Q1 2025
Added 0.3%
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
24,352
shares
|
$2.7 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,344
shares
|
$2.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.12%
|