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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,489
shares
|
$276,005
0.03% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,488
shares
|
$275,894
0.03% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,486
shares
|
$275,672
0.07% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
2,486
shares
|
$275,672
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,486
shares
|
$275,672
0.04% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
2,486
shares
|
$275,672
0.06% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,485
shares
|
$275,561
0.1% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,472
shares
|
$274,120
0.02% of portfolio
|
Q2 2025
Reduced 56.87%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
2,465
shares
|
$273,343
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
2,454
shares
|
$272,124
0.05% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,446
shares
|
$271,236
0.07% of portfolio
|
Q2 2025
Reduced 46.86%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,438
shares
|
$270,349
0.06% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,438
shares
|
$270,349
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,434
shares
|
$269,906
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$268,908
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,425
shares
|
$268,908
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$268,908
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
2,424
shares
|
$268,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,415
shares
|
$267,799
0.08% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
2,409
shares
|
$267,134
0.07% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,407
shares
|
$266,912
0.12% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,406
shares
|
$266,801
0.06% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
2,405
shares
|
$266,690
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
2,404
shares
|
$266,579
0.22% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
2,400
shares
|
$266,136
0.01% of portfolio
|
Q4 2020
New holding
|