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 |
|---|---|---|---|---|---|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
18,212
shares
|
$2.05 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
18,198
shares
|
$2.05 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
18,173
shares
|
$2.05 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
18,172
shares
|
$2.05 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
18,014
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
17,964
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 80.74%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
17,908
shares
|
$2.02 Million
0.87% of portfolio
|
Q1 2024
Added 32.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$2.02 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
17,850
shares
|
$2.01 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
17,829
shares
|
$2.01 Million
0.11% of portfolio
|
Q1 2025
Added 724.65%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
17,796
shares
|
$2.01 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
17,728
shares
|
$2 Million
1.32% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,714
shares
|
$2 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
17,711
shares
|
$2 Million
1.29% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
17,708
shares
|
$2 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
17,687
shares
|
$2 Million
1.85% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
17,662
shares
|
$1.99 Million
1.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
17,661
shares
|
$1.99 Million
0.36% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17,631
shares
|
$1.99 Million
0.24% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
17,628
shares
|
$1.99 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$1.99 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
17,593
shares
|
$1.99 Million
1.69% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
17,584
shares
|
$1.98 Million
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
17,516
shares
|
$1.98 Million
0.12% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
17,493
shares
|
$1.97 Million
0.85% of portfolio
|
Q2 2025
Reduced 11.89%
|