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 565 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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
364,200
shares
|
$40.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
360,850
shares
|
$40 Million
2.71% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
359,820
shares
|
$39.9 Million
0.39% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
359,749
shares
|
$39.9 Million
3.98% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
356,816
shares
|
$39.6 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
353,432
shares
|
$39.2 Million
0.95% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
352,984
shares
|
$39.1 Million
0.59% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
349,797
shares
|
$38.8 Million
12.14% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
348,140
shares
|
$38.6 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
347,703
shares
|
$38.6 Million
4.55% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
347,595
shares
|
$38.5 Million
5.32% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
347,393
shares
|
$38.5 Million
10.71% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
347,221
shares
|
$38.5 Million
6.52% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
347,136
shares
|
$38.5 Million
3.4% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
346,981
shares
|
$38.5 Million
1.78% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
345,199
shares
|
$38.3 Million
5.31% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
343,699
shares
|
$38.1 Million
15.42% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
342,089
shares
|
$37.9 Million
0.85% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
340,953
shares
|
$37.8 Million
3.11% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
340,111
shares
|
$37.7 Million
0.51% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
337,113
shares
|
$37.4 Million
0.25% of portfolio
|
Q2 2025
Added 75.47%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
334,817
shares
|
$37.1 Million
2.23% of portfolio
|
Q2 2022
Reduced 2.86%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
333,686
shares
|
$37 Million
2.51% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331,255
shares
|
$36.7 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
330,512
shares
|
$36.7 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.58%
|