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 |
|---|---|---|---|---|---|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
6,644
shares
|
$784,257
0.53% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
6,632
shares
|
$782,841
0.6% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,626
shares
|
$782,133
0.07% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,589
shares
|
$777,765
0.22% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
6,583
shares
|
$777,057
0.0% of portfolio
|
Q2 2025
Reduced 36.59%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
6,582
shares
|
$776,939
0.38% of portfolio
|
Q2 2025
Reduced 85.25%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
6,580
shares
|
$776,703
0.35% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,561
shares
|
$774,460
0.28% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
6,560
shares
|
$774,342
0.19% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
6,558
shares
|
$774,106
0.45% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6,557
shares
|
$773,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
6,550
shares
|
$773,162
0.29% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,539
shares
|
$771,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
6,517
shares
|
$769,266
0.34% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$768,086
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
6,505
shares
|
$767,850
0.25% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
6,479
shares
|
$764,781
0.15% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,473
shares
|
$764,072
0.28% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
6,472
shares
|
$763,954
0.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
6,440
shares
|
$760,177
0.07% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,421
shares
|
$757,934
0.22% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
6,417
shares
|
$757,462
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
6,390
shares
|
$754,275
0.07% of portfolio
|
Q2 2025
Added 14.76%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
6,331
shares
|
$747,311
0.36% of portfolio
|
Q2 2025
Reduced 34.48%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,325
shares
|
$746,603
0.21% of portfolio
|
Q2 2025
Reduced 1.23%
|