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 2,827 institutions that hold shares in the stock, with a total of 564 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 |
|---|---|---|---|---|---|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
6,981
shares
|
$824,037
0.34% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,969
shares
|
$822,620
0.29% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
6,957
shares
|
$821,204
1.51% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
6,956
shares
|
$821,086
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
6,942
shares
|
$819,433
0.61% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
6,928
shares
|
$817,781
0.62% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
6,922
shares
|
$817,072
0.14% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
6,917
shares
|
$816,482
0.16% of portfolio
|
Q2 2025
Reduced 39.88%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
6,913
shares
|
$816,010
0.6% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
6,905
shares
|
$815,066
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
6,894
shares
|
$813,767
0.34% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
6,893
shares
|
$813,649
0.15% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
6,883
shares
|
$812,469
0.1% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
6,875
shares
|
$811,525
0.3% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
6,848
shares
|
$808,337
0.15% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
6,777
shares
|
$799,957
0.02% of portfolio
|
Q2 2025
Reduced 98.84%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,728
shares
|
$794,173
0.41% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
6,720
shares
|
$793,228
0.15% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
6,717
shares
|
$792,874
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
6,695
shares
|
$790,277
0.08% of portfolio
|
Q2 2025
Added 141.26%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,684
shares
|
$788,979
0.05% of portfolio
|
Q2 2025
Added 347.09%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
6,675
shares
|
$787,917
0.37% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
6,670
shares
|
$787,326
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
6,664
shares
|
$786,618
0.14% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
6,646
shares
|
$784,493
0.52% of portfolio
|
Q2 2025
Reduced 11.94%
|