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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$533,776
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
4,515
shares
|
$532,950
0.4% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
4,513
shares
|
$532,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
4,504
shares
|
$531,652
0.38% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,501
shares
|
$531,298
0.36% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
4,500
shares
|
$531,180
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,489
shares
|
$529,881
0.16% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
4,482
shares
|
$529,055
0.06% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$528,701
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,478
shares
|
$528,583
0.24% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$527,402
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
4,459
shares
|
$526,340
0.12% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,449
shares
|
$525,159
0.03% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,445
shares
|
$524,687
0.09% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
4,441
shares
|
$524,215
0.22% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
4,437
shares
|
$523,743
0.11% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
4,437
shares
|
$523,743
0.03% of portfolio
|
Q2 2025
Added 55.96%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,426
shares
|
$522,445
0.06% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
4,409
shares
|
$520,438
0.41% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,408
shares
|
$520,320
0.05% of portfolio
|
Q2 2025
Reduced 42.43%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
4,380
shares
|
$517,015
0.35% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
4,379
shares
|
$516,897
0.29% of portfolio
|
Q2 2025
Added 84.53%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
4,365
shares
|
$515,244
0.17% of portfolio
|
Q2 2025
Added 18.45%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
4,361
shares
|
$514,772
0.47% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
4,346
shares
|
$513,001
0.19% of portfolio
|
Q2 2025
Added 3.92%
|