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 2,823 institutions that hold shares in the stock, with a total of 565 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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
328,782
shares
|
$36.5 Million
2.49% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
327,502
shares
|
$36.3 Million
6.29% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
323,469
shares
|
$35.9 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Starr Indemnity & Liability CO
New York, NY |
Aug 08, 2025 Q2 2025 |
320,950
shares
|
$35.6 Million
12.84% of portfolio
|
Q2 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
320,428
shares
|
$35.5 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
309,086
shares
|
$34.3 Million
3.08% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
308,060
shares
|
$34.2 Million
0.02% of portfolio
|
Q2 2025
Added 35.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
305,271
shares
|
$33.9 Million
2.14% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
305,034
shares
|
$33.8 Million
3.15% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
304,645
shares
|
$33.8 Million
1.4% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
302,391
shares
|
$33.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
293,261
shares
|
$32.5 Million
11.67% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
292,492
shares
|
$32.4 Million
1.35% of portfolio
|
Q2 2025
Added 17.6%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
290,589
shares
|
$32.2 Million
0.81% of portfolio
|
Q2 2025
Added 63.48%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
288,199
shares
|
$32 Million
3.77% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
287,510
shares
|
$31.9 Million
0.47% of portfolio
|
Q2 2023
Added 107.19%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
287,210
shares
|
$31.8 Million
0.85% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
285,401
shares
|
$31.6 Million
11.76% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
285,111
shares
|
$31.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
283,015
shares
|
$31.4 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
282,789
shares
|
$31.4 Million
3.14% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
281,665
shares
|
$31.2 Million
0.03% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
279,828
shares
|
$31 Million
0.69% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
279,341
shares
|
$31 Million
2.72% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
278,355
shares
|
$30.9 Million
3.85% of portfolio
|
Q2 2025
Reduced 10.44%
|