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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$1.03 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
9,215
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
9,209
shares
|
$1.02 Million
0.66% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,202
shares
|
$1.02 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
9,170
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
9,150
shares
|
$1.02 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
9,143
shares
|
$1.01 Million
0.61% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9,142
shares
|
$1.01 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
9,122
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
9,108
shares
|
$1.01 Million
0.25% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
9,025
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
9,020
shares
|
$1 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,019
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,012
shares
|
$999,971
0.08% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
9,011
shares
|
$999,860
0.02% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
9,000
shares
|
$998,640
0.93% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$998,640
0.27% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,999
shares
|
$998,529
0.21% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
8,999
shares
|
$998,529
0.09% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,991
shares
|
$997,641
0.04% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,948
shares
|
$992,870
0.08% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
8,940
shares
|
$991,982
0.35% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
8,884
shares
|
$985,768
0.25% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
8,880
shares
|
$985,324
0.87% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
8,864
shares
|
$983,549
0.04% of portfolio
|
Q1 2025
Added 5.67%
|