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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
17,441
shares
|
$1.99 Million
0.7% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$1.98 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
17,381
shares
|
$1.98 Million
1.67% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
17,354
shares
|
$1.98 Million
0.39% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
17,346
shares
|
$1.98 Million
1.26% of portfolio
|
Q1 2025
Added 34.86%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$1.97 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
17,293
shares
|
$1.97 Million
0.82% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$1.97 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
17,271
shares
|
$1.97 Million
0.24% of portfolio
|
Q2 2025
Reduced 17.53%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
17,253
shares
|
$1.97 Million
0.15% of portfolio
|
Q2 2025
Added 39.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
17,194
shares
|
$1.96 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$1.96 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
17,140
shares
|
$1.95 Million
0.08% of portfolio
|
Q1 2025
Added 32.16%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jul 09, 2025 Q2 2025 |
17,099
shares
|
$1.95 Million
1.59% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,865
shares
|
$1.92 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
16,824
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
16,809
shares
|
$1.92 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
16,763
shares
|
$1.91 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
16,631
shares
|
$1.89 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
16,606
shares
|
$1.89 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
16,594
shares
|
$1.89 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
16,575
shares
|
$1.89 Million
0.6% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
16,563
shares
|
$1.89 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,514
shares
|
$1.88 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.72%
|