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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,339
shares
|
$512,175
0.08% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
4,337
shares
|
$511,939
0.15% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
4,327
shares
|
$510,759
0.1% of portfolio
|
Q2 2025
Reduced 25.46%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
4,320
shares
|
$509,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
4,318
shares
|
$509,696
0.25% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,310
shares
|
$508,752
0.07% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,308
shares
|
$508,516
0.39% of portfolio
|
Q1 2023
Reduced 9.02%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
4,304
shares
|
$508,044
0.22% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$507,572
0.18% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
4,293
shares
|
$506,745
0.3% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,275
shares
|
$504,621
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,268
shares
|
$503,794
0.04% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,268
shares
|
$503,794
0.11% of portfolio
|
Q2 2025
Added 47.68%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$503,558
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
4,261
shares
|
$502,968
0.05% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
4,255
shares
|
$502,260
0.16% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
4,230
shares
|
$499,309
0.37% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,223
shares
|
$498,482
0.03% of portfolio
|
Q2 2025
Reduced 86.23%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$498,246
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
4,215
shares
|
$497,538
0.09% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
4,209
shares
|
$496,830
0.03% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$496,358
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$495,649
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
4,192
shares
|
$494,823
0.03% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,183
shares
|
$493,761
0.01% of portfolio
|
Q2 2025
Added 0.43%
|