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 2,823 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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
12,856
shares
|
$1.43 Million
0.61% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
12,790
shares
|
$1.42 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
12,657
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
12,657
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,557
shares
|
$1.39 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
12,552
shares
|
$1.39 Million
0.5% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
12,550
shares
|
$1.39 Million
1.12% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
12,530
shares
|
$1.39 Million
0.81% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
12,440
shares
|
$1.38 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,413
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
12,394
shares
|
$1.38 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
12,373
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
12,371
shares
|
$1.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
12,307
shares
|
$1.37 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
12,280
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
12,268
shares
|
$1.36 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
12,237
shares
|
$1.36 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
12,222
shares
|
$1.36 Million
1.04% of portfolio
|
Q1 2025
Reduced 52.72%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,114
shares
|
$1.34 Million
0.51% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
12,078
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
12,063
shares
|
$1.34 Million
0.48% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
12,058
shares
|
$1.34 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.57%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
12,052
shares
|
$1.34 Million
0.76% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
12,018
shares
|
$1.33 Million
0.6% of portfolio
|
Q1 2025
Added 4.33%
|