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 |
|---|---|---|---|---|---|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,759
shares
|
$305,945
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,756
shares
|
$305,612
0.02% of portfolio
|
Q3 2022
Reduced 6.77%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,746
shares
|
$304,503
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,744
shares
|
$304,282
0.22% of portfolio
|
Q2 2024
Reduced 12.03%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,740
shares
|
$303,838
0.01% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
2,740
shares
|
$303,838
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
2,740
shares
|
$303,838
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,734
shares
|
$303,173
0.1% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
2,717
shares
|
$301,288
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
2,712
shares
|
$300,733
0.28% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,703
shares
|
$299,735
0.16% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
2,701
shares
|
$299,513
0.13% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
2,700
shares
|
$299,403
0.22% of portfolio
|
Q2 2025
Added 12.88%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$299,070
0.07% of portfolio
|
Q1 2024
Added 27.04%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,690
shares
|
$298,294
0.14% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
2,690
shares
|
$298,294
0.23% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
2,689
shares
|
$298,183
0.13% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
2,677
shares
|
$296,852
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
2,673
shares
|
$296,408
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
2,664
shares
|
$295,410
0.15% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,660
shares
|
$294,967
0.23% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
2,659
shares
|
$294,856
0.04% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,657
shares
|
$294,634
0.05% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,655
shares
|
$294,412
0.09% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,648
shares
|
$293,636
0.18% of portfolio
|
Q1 2023
Added 2.12%
|