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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,372
shares
|
$634,110
0.1% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
5,349
shares
|
$631,395
0.15% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
5,336
shares
|
$629,861
0.29% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,323
shares
|
$628,326
0.12% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
5,306
shares
|
$626,320
0.42% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
5,301
shares
|
$625,730
0.21% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
5,280
shares
|
$623,251
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$623,251
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
5,273
shares
|
$622,424
0.3% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
5,271
shares
|
$622,188
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,269
shares
|
$621,952
0.01% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$621,598
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
5,249
shares
|
$619,591
0.0% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
5,220
shares
|
$616,168
0.37% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
5,210
shares
|
$614,988
0.17% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
5,204
shares
|
$614,280
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,189
shares
|
$612,509
0.03% of portfolio
|
Q2 2025
Added 49.32%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
5,182
shares
|
$611,683
0.23% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
5,157
shares
|
$608,732
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
Jul 28, 2025 Q2 2025 |
5,147
shares
|
$607,551
0.05% of portfolio
|
Q2 2025
Reduced 25.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
5,145
shares
|
$607,315
0.05% of portfolio
|
Q2 2024
Added 17.14%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
5,138
shares
|
$606,489
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,124
shares
|
$604,836
0.04% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
5,118
shares
|
$604,128
0.5% of portfolio
|
Q2 2025
Added 31.57%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
5,114
shares
|
$603,656
0.15% of portfolio
|
Q2 2025
Reduced 1.26%
|