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 |
|---|---|---|---|---|---|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
14,118
shares
|
$1.57 Million
0.93% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
14,115
shares
|
$1.57 Million
0.9% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
14,047
shares
|
$1.56 Million
1.97% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
14,039
shares
|
$1.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
14,030
shares
|
$1.56 Million
1.22% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Intrinsic Value Partners, LLC
|
Jul 21, 2025 Q2 2025 |
14,006
shares
|
$1.55 Million
1.41% of portfolio
|
Q2 2025
Added 31.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,001
shares
|
$1.55 Million
0.05% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
13,975
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Reduced 97.9%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jul 10, 2025 Q2 2025 |
13,970
shares
|
$1.55 Million
1.61% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,964
shares
|
$1.55 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
13,927
shares
|
$1.55 Million
0.49% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
13,832
shares
|
$1.53 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
13,812
shares
|
$1.53 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
13,801
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
13,797
shares
|
$1.53 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
13,795
shares
|
$1.53 Million
0.46% of portfolio
|
Q2 2025
Added 393.03%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
13,740
shares
|
$1.52 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
13,692
shares
|
$1.52 Million
0.32% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,680
shares
|
$1.52 Million
0.67% of portfolio
|
Q1 2025
Reduced 82.68%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
13,677
shares
|
$1.52 Million
0.56% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
13,667
shares
|
$1.52 Million
0.62% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
13,665
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
13,642
shares
|
$1.51 Million
0.52% of portfolio
|
Q2 2025
Reduced 40.6%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
13,610
shares
|
$1.51 Million
0.48% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
13,604
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|