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 2,819 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 $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
6,918
shares
|
$767,621
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
6,917
shares
|
$767,510
0.16% of portfolio
|
Q2 2025
Reduced 39.88%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
6,914
shares
|
$767,177
0.26% of portfolio
|
Q1 2025
Added 98.79%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
6,905
shares
|
$766,178
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
6,894
shares
|
$764,958
0.34% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
6,819
shares
|
$756,636
0.29% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
6,815
shares
|
$756,192
0.52% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,813
shares
|
$755,970
0.06% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,813
shares
|
$755,970
0.28% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
6,807
shares
|
$755,304
0.7% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
6,790
shares
|
$753,418
0.57% of portfolio
|
Q1 2025
Reduced 82.69%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
6,764
shares
|
$750,533
0.61% of portfolio
|
Q1 2025
Added 69.14%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
6,717
shares
|
$745,318
0.08% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
6,710
shares
|
$744,541
0.51% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
6,707
shares
|
$744,208
0.13% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
6,703
shares
|
$743,764
0.41% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
6,691
shares
|
$742,433
0.63% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,688
shares
|
$742,100
0.3% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
6,685
shares
|
$741,767
0.23% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
6,670
shares
|
$740,103
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
6,665
shares
|
$739,548
0.11% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
6,655
shares
|
$738,438
0.39% of portfolio
|
Q1 2025
Reduced 70.23%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
6,646
shares
|
$737,440
0.52% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,622
shares
|
$734,777
0.24% of portfolio
|
Q1 2025
Reduced 97.74%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
6,611
shares
|
$733,556
0.44% of portfolio
|
Q1 2025
Added 17.32%
|