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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,937
shares
|
$325,889
0.15% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
2,936
shares
|
$325,778
0.0% of portfolio
|
Q1 2025
Reduced 89.41%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
2,936
shares
|
$325,778
0.16% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,928
shares
|
$324,890
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
2,927
shares
|
$324,779
0.14% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
2,906
shares
|
$322,449
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,905
shares
|
$322,338
0.07% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,905
shares
|
$322,338
0.11% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
2,904
shares
|
$322,227
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
2,899
shares
|
$321,673
0.04% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
2,893
shares
|
$321,007
0.1% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
2,884
shares
|
$320,008
0.1% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
2,876
shares
|
$319,120
0.11% of portfolio
|
Q4 2024
Added 3026.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,874
shares
|
$318,899
0.1% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
2,872
shares
|
$318,677
0.03% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
2,858
shares
|
$317,123
0.14% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
2,857
shares
|
$317,012
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,857
shares
|
$317,012
0.22% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
2,849
shares
|
$316,125
0.24% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
2,847
shares
|
$315,903
0.17% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$315,903
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
2,845
shares
|
$315,681
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,844
shares
|
$315,570
0.06% of portfolio
|
Q3 2021
Reduced 1.62%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,841
shares
|
$315,237
0.03% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,835
shares
|
$314,571
0.04% of portfolio
|
Q2 2025
Reduced 9.05%
|