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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
16,563
shares
|
$1.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,514
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
16,459
shares
|
$1.86 Million
0.2% of portfolio
|
Q1 2025
Added 32.17%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
16,414
shares
|
$1.85 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
16,411
shares
|
$1.85 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
16,365
shares
|
$1.85 Million
0.22% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
16,353
shares
|
$1.85 Million
0.39% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
16,345
shares
|
$1.84 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
16,338
shares
|
$1.84 Million
0.13% of portfolio
|
Q1 2025
Added 115.74%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
16,275
shares
|
$1.84 Million
1.64% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
16,229
shares
|
$1.83 Million
0.44% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
16,186
shares
|
$1.83 Million
0.73% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
16,074
shares
|
$1.81 Million
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
16,021
shares
|
$1.81 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
15,941
shares
|
$1.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
15,885
shares
|
$1.79 Million
1.68% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
15,800
shares
|
$1.78 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
15,798
shares
|
$1.78 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
15,792
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
15,791
shares
|
$1.78 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
15,772
shares
|
$1.78 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
15,749
shares
|
$1.78 Million
0.42% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
15,740
shares
|
$1.78 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
15,737
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.19%
|