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 565 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
424,832
shares
|
$47.1 Million
0.32% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
423,545
shares
|
$47 Million
3.61% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
418,776
shares
|
$46.4 Million
5.48% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
416,712
shares
|
$46.2 Million
3.09% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
416,197
shares
|
$46.2 Million
4.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
414,585
shares
|
$46 Million
1.45% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
405,357
shares
|
$45 Million
4.02% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
404,890
shares
|
$44.9 Million
1.15% of portfolio
|
Q2 2025
Added 26.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
403,562
shares
|
$44.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
401,840
shares
|
$44.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
401,487
shares
|
$44.5 Million
12.01% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
400,385
shares
|
$44.4 Million
9.76% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
398,159
shares
|
$44.2 Million
5.31% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
394,331
shares
|
$43.7 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
393,211
shares
|
$43.6 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
392,199
shares
|
$43.5 Million
0.56% of portfolio
|
Q3 2023
Added 4.75%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
387,319
shares
|
$42.9 Million
11.96% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
384,477
shares
|
$42.6 Million
4.55% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
384,315
shares
|
$42.6 Million
2.05% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
382,609
shares
|
$42.4 Million
5.58% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
378,973
shares
|
$42 Million
3.23% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
378,824
shares
|
$42 Million
12.94% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
378,398
shares
|
$42 Million
0.38% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
374,936
shares
|
$41.6 Million
7.69% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
373,166
shares
|
$41.4 Million
2.29% of portfolio
|
Q3 2022
Added 13.39%
|