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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
15,611
shares
|
$1.78 Million
0.29% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
15,579
shares
|
$1.78 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
15,577
shares
|
$1.77 Million
0.44% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
15,556
shares
|
$1.77 Million
0.12% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,497
shares
|
$1.77 Million
1.14% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
15,488
shares
|
$1.76 Million
0.46% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
15,475
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
15,452
shares
|
$1.76 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
15,362
shares
|
$1.75 Million
0.87% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
15,352
shares
|
$1.75 Million
0.25% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,281
shares
|
$1.74 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
15,225
shares
|
$1.73 Million
0.3% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,224
shares
|
$1.73 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
15,192
shares
|
$1.73 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
15,144
shares
|
$1.73 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
15,140
shares
|
$1.73 Million
0.09% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
15,068
shares
|
$1.72 Million
0.27% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
15,028
shares
|
$1.71 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
15,027
shares
|
$1.71 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
14,993
shares
|
$1.71 Million
0.68% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
14,958
shares
|
$1.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
14,955
shares
|
$1.7 Million
0.81% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
14,935
shares
|
$1.7 Million
0.09% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
14,909
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
14,900
shares
|
$1.7 Million
0.43% of portfolio
|
Q2 2025
Added 4.85%
|