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 |
|---|---|---|---|---|---|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,298
shares
|
$698,826
0.26% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
6,274
shares
|
$696,163
0.09% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,248
shares
|
$693,278
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
6,232
shares
|
$691,502
0.28% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,222
shares
|
$690,393
0.05% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,220
shares
|
$690,171
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
6,196
shares
|
$687,508
0.28% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
6,190
shares
|
$686,842
0.44% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
6,187
shares
|
$686,509
0.49% of portfolio
|
Q1 2025
Added 36.46%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,158
shares
|
$683,291
0.17% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
6,148
shares
|
$682,182
0.23% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
6,148
shares
|
$682,182
0.26% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
6,141
shares
|
$681,405
0.11% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
6,133
shares
|
$680,517
0.22% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
6,124
shares
|
$679,519
0.05% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
6,118
shares
|
$678,853
0.34% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,107
shares
|
$677,632
0.33% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
6,102
shares
|
$677,077
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,092
shares
|
$675,968
0.64% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
6,092
shares
|
$675,968
0.09% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
6,090
shares
|
$675,746
0.43% of portfolio
|
Q2 2025
Added 16.02%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
6,088
shares
|
$675,524
0.04% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
6,075
shares
|
$674,082
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,070
shares
|
$673,527
0.35% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,067
shares
|
$673,194
0.12% of portfolio
|
Q1 2025
Added 3.27%
|