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 2,820 institutions that hold shares in the stock, with a total of 559 Million shares, which have been reported (via 13F filing form) to have a value of $63.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,771
shares
|
$2.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,761
shares
|
$2.48 Million
0.25% of portfolio
|
Q2 2025
Added 30.59%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
21,708
shares
|
$2.47 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
21,687
shares
|
$2.47 Million
0.36% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
21,646
shares
|
$2.47 Million
0.37% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
21,570
shares
|
$2.46 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
21,513
shares
|
$2.45 Million
1.23% of portfolio
|
Q2 2022
Added 144.23%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
21,509
shares
|
$2.45 Million
0.77% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
21,322
shares
|
$2.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
21,279
shares
|
$2.42 Million
0.77% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
21,187
shares
|
$2.41 Million
0.45% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
21,163
shares
|
$2.41 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
21,157
shares
|
$2.41 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
21,119
shares
|
$2.41 Million
0.52% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
21,089
shares
|
$2.4 Million
1.81% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
21,086
shares
|
$2.4 Million
0.87% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
21,042
shares
|
$2.4 Million
0.18% of portfolio
|
Q2 2025
Reduced 21.0%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
21,027
shares
|
$2.4 Million
0.84% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
21,003
shares
|
$2.39 Million
0.52% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
20,936
shares
|
$2.39 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
20,861
shares
|
$2.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
20,854
shares
|
$2.38 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
20,844
shares
|
$2.37 Million
0.26% of portfolio
|
Q1 2025
Added 189.34%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
20,841
shares
|
$2.37 Million
3.15% of portfolio
|
Q3 2022
Added 16.6%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
20,827
shares
|
$2.37 Million
0.08% of portfolio
|
Q2 2025
Added 0.23%
|