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 |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,974
shares
|
$469,090
0.16% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
3,974
shares
|
$469,090
0.02% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
3,970
shares
|
$468,618
0.61% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,969
shares
|
$468,500
0.02% of portfolio
|
Q2 2025
Added 107.37%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
3,955
shares
|
$466,848
0.09% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,952
shares
|
$466,494
0.11% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
3,939
shares
|
$464,959
0.27% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
3,923
shares
|
$463,070
0.26% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,922
shares
|
$462,952
0.07% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,917
shares
|
$462,362
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$462,244
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$461,418
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
3,907
shares
|
$461,182
0.21% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
3,898
shares
|
$460,119
0.06% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,884
shares
|
$458,467
0.08% of portfolio
|
Q2 2025
Reduced 32.57%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
3,877
shares
|
$457,641
0.04% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$457,286
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
3,870
shares
|
$456,814
0.29% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
3,870
shares
|
$456,814
0.36% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,856
shares
|
$455,162
0.05% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
3,851
shares
|
$454,572
0.05% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
3,843
shares
|
$453,627
0.08% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
3,840
shares
|
$453,273
0.05% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,833
shares
|
$452,447
0.1% of portfolio
|
Q2 2025
Reduced 29.4%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$451,384
0.22% of portfolio
|
Q4 2023
Added 15.56%
|