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 2,821 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 $63.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$2.24 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
19,805
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2025
Added 33.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
19,744
shares
|
$2.23 Million
1.4% of portfolio
|
Q1 2025
Reduced 18.77%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
19,634
shares
|
$2.22 Million
1.08% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
19,623
shares
|
$2.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
19,522
shares
|
$2.2 Million
1.33% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
19,467
shares
|
$2.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
19,447
shares
|
$2.19 Million
0.99% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
19,433
shares
|
$2.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
19,418
shares
|
$2.19 Million
0.45% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
19,399
shares
|
$2.19 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
19,379
shares
|
$2.19 Million
0.31% of portfolio
|
Q2 2025
Reduced 18.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
19,365
shares
|
$2.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
19,301
shares
|
$2.18 Million
0.73% of portfolio
|
Q2 2025
Reduced 20.74%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
19,249
shares
|
$2.17 Million
1.21% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
19,239
shares
|
$2.17 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
19,201
shares
|
$2.17 Million
0.79% of portfolio
|
Q2 2025
Added 53.11%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
19,138
shares
|
$2.16 Million
0.4% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
19,113
shares
|
$2.16 Million
1.44% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
19,103
shares
|
$2.16 Million
0.65% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
19,067
shares
|
$2.15 Million
1.21% of portfolio
|
Q2 2025
Added 144.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
19,013
shares
|
$2.15 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
19,008
shares
|
$2.14 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$2.14 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|