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 566 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
14,900
shares
|
$1.65 Million
0.43% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$1.65 Million
0.39% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
14,779
shares
|
$1.64 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
14,760
shares
|
$1.64 Million
0.64% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
14,750
shares
|
$1.64 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
14,731
shares
|
$1.63 Million
1.2% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
14,725
shares
|
$1.63 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
14,718
shares
|
$1.63 Million
0.1% of portfolio
|
Q1 2025
Reduced 40.1%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
14,715
shares
|
$1.63 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
14,671
shares
|
$1.63 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
14,631
shares
|
$1.62 Million
0.65% of portfolio
|
Q1 2025
Added 17.93%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
14,579
shares
|
$1.62 Million
0.18% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
14,546
shares
|
$1.61 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
14,532
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 63.35%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
14,483
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
Added 318.95%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
14,386
shares
|
$1.6 Million
0.81% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
14,349
shares
|
$1.59 Million
0.95% of portfolio
|
Q1 2025
Added 43.71%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
14,339
shares
|
$1.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 93.79%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
14,320
shares
|
$1.59 Million
0.43% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
14,258
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
14,251
shares
|
$1.58 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
14,240
shares
|
$1.58 Million
0.19% of portfolio
|
Q1 2025
Added 21.31%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
14,214
shares
|
$1.58 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
14,151
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
14,139
shares
|
$1.57 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.94%
|