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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,834
shares
|
$688,645
0.17% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
5,822
shares
|
$687,228
0.29% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
5,821
shares
|
$687,110
0.1% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$686,874
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
5,813
shares
|
$686,166
0.44% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
5,812
shares
|
$686,048
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,808
shares
|
$685,576
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
5,806
shares
|
$685,340
0.1% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
5,804
shares
|
$685,104
0.39% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,799
shares
|
$684,513
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
5,793
shares
|
$683,805
0.25% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$682,979
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
5,781
shares
|
$682,389
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
5,779
shares
|
$682,153
0.06% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
5,775
shares
|
$681,681
0.44% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,754
shares
|
$679,202
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
5,738
shares
|
$677,313
0.5% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,734
shares
|
$676,841
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
5,678
shares
|
$670,231
0.06% of portfolio
|
Q2 2025
Added 143.9%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
5,673
shares
|
$669,640
0.08% of portfolio
|
Q2 2025
Reduced 65.43%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
5,670
shares
|
$669,286
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,643
shares
|
$666,099
0.11% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
5,636
shares
|
$665,273
0.17% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
5,635
shares
|
$665,155
0.26% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,634
shares
|
$665,037
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|