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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$329,343
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,959
shares
|
$328,123
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,959
shares
|
$328,123
0.03% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
2,953
shares
|
$327,458
0.02% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,952
shares
|
$327,347
0.04% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
2,950
shares
|
$327,125
0.07% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,937
shares
|
$325,683
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
2,934
shares
|
$325,351
0.08% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
2,932
shares
|
$325,129
0.02% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,927
shares
|
$324,575
0.14% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
2,924
shares
|
$324,242
0.03% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,914
shares
|
$323,133
0.05% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
2,911
shares
|
$322,800
0.19% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
2,906
shares
|
$322,246
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,905
shares
|
$322,135
0.07% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,905
shares
|
$322,135
0.11% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
2,904
shares
|
$322,024
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
2,899
shares
|
$321,470
0.13% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
2,893
shares
|
$320,804
0.1% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,876
shares
|
$318,919
0.1% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
2,868
shares
|
$318,032
0.15% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
2,857
shares
|
$316,812
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,853
shares
|
$316,369
0.02% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
2,849
shares
|
$315,925
0.22% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,847
shares
|
$315,703
0.17% of portfolio
|
Q4 2024
Added 1.82%
|