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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
4,963
shares
|
$585,832
0.08% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
4,954
shares
|
$584,770
0.15% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$582,527
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$580,520
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
4,884
shares
|
$576,507
0.0% of portfolio
|
Q2 2025
Reduced 84.38%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
4,871
shares
|
$574,972
0.22% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$574,736
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
4,864
shares
|
$574,146
0.27% of portfolio
|
Q2 2025
Reduced 26.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
4,863
shares
|
$574,028
0.16% of portfolio
|
Q2 2025
Added 69.21%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
4,860
shares
|
$573,674
0.25% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,846
shares
|
$572,021
0.1% of portfolio
|
Q2 2025
Reduced 72.82%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$570,369
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
4,832
shares
|
$570,369
0.16% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
4,822
shares
|
$569,188
0.0% of portfolio
|
Q2 2025
Reduced 31.78%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,813
shares
|
$568,126
0.1% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
4,800
shares
|
$566,592
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,779
shares
|
$564,113
0.07% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
4,765
shares
|
$562,460
0.2% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Spectrum Asset Management, Inc.
|
Jul 23, 2025 Q2 2025 |
4,762
shares
|
$562,106
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,746
shares
|
$560,217
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,742
shares
|
$559,745
0.03% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
4,724
shares
|
$557,620
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,697
shares
|
$554,433
0.13% of portfolio
|
Q2 2025
Reduced 28.26%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
4,680
shares
|
$552,427
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
4,666
shares
|
$550,774
0.0% of portfolio
|
Q2 2025
Reduced 13.85%
|