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 |
|---|---|---|---|---|---|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,666
shares
|
$550,774
0.12% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$550,302
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
4,660
shares
|
$550,066
0.26% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
4,654
shares
|
$549,358
0.23% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
4,652
shares
|
$549,122
0.06% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
4,644
shares
|
$548,177
0.19% of portfolio
|
Q1 2025
Reduced 95.74%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,640
shares
|
$547,705
0.16% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,631
shares
|
$546,643
0.17% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
4,622
shares
|
$545,580
0.27% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
4,617
shares
|
$544,990
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,615
shares
|
$544,754
0.24% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,610
shares
|
$544,164
0.1% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
4,602
shares
|
$543,220
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,602
shares
|
$543,220
0.15% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
4,594
shares
|
$542,275
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,592
shares
|
$542,039
0.07% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
4,578
shares
|
$540,387
0.25% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
4,573
shares
|
$539,796
0.24% of portfolio
|
Q1 2024
Added 31.41%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,572
shares
|
$539,678
0.06% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
4,559
shares
|
$538,144
0.05% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
4,543
shares
|
$536,255
0.1% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
4,543
shares
|
$536,255
0.09% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
4,536
shares
|
$535,429
0.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
4,533
shares
|
$535,075
0.04% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
4,526
shares
|
$534,249
0.15% of portfolio
|
Q2 2025
Reduced 89.11%
|