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 2,825 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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
3,818
shares
|
$423,378
0.37% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
3,813
shares
|
$422,823
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
3,796
shares
|
$420,938
0.04% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,770
shares
|
$418,055
0.11% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,767
shares
|
$417,722
0.02% of portfolio
|
Q2 2025
Added 48.66%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
3,765
shares
|
$417,500
0.11% of portfolio
|
Q2 2025
Reduced 50.11%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
3,761
shares
|
$417,057
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3,753
shares
|
$416,170
0.09% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
3,752
shares
|
$416,059
0.04% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
3,745
shares
|
$415,283
0.32% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
3,724
shares
|
$412,954
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
3,721
shares
|
$412,621
0.19% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
3,718
shares
|
$412,289
0.01% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
3,713
shares
|
$411,734
0.18% of portfolio
|
Q2 2025
Added 24.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,710
shares
|
$411,401
0.05% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,701
shares
|
$410,403
0.11% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
3,700
shares
|
$410,293
0.3% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,696
shares
|
$409,849
0.2% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
3,696
shares
|
$409,849
0.08% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3,683
shares
|
$408,407
0.15% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
3,674
shares
|
$407,409
0.1% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,672
shares
|
$407,188
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
3,672
shares
|
$407,188
0.23% of portfolio
|
Q2 2025
Added 85.17%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
3,651
shares
|
$404,859
0.02% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,649
shares
|
$404,637
0.03% of portfolio
|
Q1 2025
Added 2.85%
|