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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
4,180
shares
|
$493,407
0.07% of portfolio
|
Q2 2025
Reduced 36.64%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
4,169
shares
|
$492,108
0.03% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
4,148
shares
|
$489,629
0.11% of portfolio
|
Q2 2025
Reduced 24.4%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
4,138
shares
|
$488,449
0.16% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
4,132
shares
|
$487,741
0.12% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
4,128
shares
|
$487,269
0.05% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Aug 27, 2025 Q2 2025 |
4,118
shares
|
$486,088
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$485,970
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,115
shares
|
$485,734
0.04% of portfolio
|
Q2 2025
Reduced 35.84%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
4,109
shares
|
$485,026
0.2% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,101
shares
|
$484,082
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
4,098
shares
|
$483,727
0.11% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
4,049
shares
|
$477,943
0.02% of portfolio
|
Q2 2025
Reduced 76.97%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
4,046
shares
|
$477,589
0.05% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,038
shares
|
$476,645
0.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
4,035
shares
|
$476,291
0.34% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
4,034
shares
|
$476,173
0.03% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
4,026
shares
|
$475,229
0.11% of portfolio
|
Q2 2025
Added 29.75%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
4,025
shares
|
$475,111
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
4,023
shares
|
$474,874
0.01% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,015
shares
|
$473,930
0.06% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
4,000
shares
|
$472,160
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
3,997
shares
|
$471,805
0.19% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,989
shares
|
$470,861
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
3,980
shares
|
$469,799
0.12% of portfolio
|
Q2 2025
Reduced 4.4%
|