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 |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$315,703
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,841
shares
|
$315,038
0.03% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
2,839
shares
|
$314,816
0.08% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,835
shares
|
$314,373
0.04% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
2,835
shares
|
$314,373
0.08% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
2,828
shares
|
$313,596
0.21% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,810
shares
|
$311,600
0.1% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,808
shares
|
$311,379
0.02% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,807
shares
|
$311,268
0.01% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,803
shares
|
$310,824
0.03% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,800
shares
|
$310,492
0.19% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
2,795
shares
|
$309,937
0.01% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
2,791
shares
|
$309,493
0.07% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
2,786
shares
|
$308,939
0.19% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,783
shares
|
$308,606
0.12% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,775
shares
|
$307,719
0.03% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,775
shares
|
$307,719
0.21% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,774
shares
|
$307,608
0.21% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,774
shares
|
$307,608
0.01% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,773
shares
|
$307,497
0.02% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
2,772
shares
|
$307,387
0.06% of portfolio
|
Q2 2025
Added 14.59%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
2,767
shares
|
$306,832
0.13% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
2,762
shares
|
$306,278
0.07% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,762
shares
|
$306,278
0.09% of portfolio
|
Q2 2025
Reduced 75.07%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
2,761
shares
|
$306,167
0.06% of portfolio
|
Q2 2025
Added 1.02%
|