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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
18,900
shares
|
$2.13 Million
0.56% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$2.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
18,888
shares
|
$2.13 Million
0.09% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
18,866
shares
|
$2.13 Million
1.03% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
18,815
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
18,794
shares
|
$2.12 Million
0.66% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
18,788
shares
|
$2.12 Million
0.49% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$2.11 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
18,690
shares
|
$2.11 Million
0.8% of portfolio
|
Q1 2025
Added 91.79%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
18,650
shares
|
$2.1 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
18,626
shares
|
$2.1 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
18,597
shares
|
$2.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 89.92%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$2.1 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
18,567
shares
|
$2.09 Million
0.06% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
18,549
shares
|
$2.09 Million
1.7% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
18,510
shares
|
$2.09 Million
0.11% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
18,508
shares
|
$2.09 Million
0.29% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
18,450
shares
|
$2.08 Million
0.53% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
18,443
shares
|
$2.08 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$2.08 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
18,390
shares
|
$2.07 Million
0.73% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
18,370
shares
|
$2.07 Million
0.23% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
18,294
shares
|
$2.06 Million
0.75% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
18,284
shares
|
$2.06 Million
1.08% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
18,226
shares
|
$2.06 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.09%
|