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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$266,136
0.13% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
2,399
shares
|
$266,025
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
2,396
shares
|
$265,692
0.08% of portfolio
|
Q2 2025
Reduced 82.8%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$265,692
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
2,396
shares
|
$265,692
0.09% of portfolio
|
Q2 2025
Reduced 46.85%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
2,392
shares
|
$265,248
0.05% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
2,386
shares
|
$264,583
0.1% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
2,384
shares
|
$264,361
0.06% of portfolio
|
Q2 2025
Reduced 95.17%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,371
shares
|
$262,920
0.07% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,368
shares
|
$262,587
0.03% of portfolio
|
Q2 2025
Reduced 33.93%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
2,366
shares
|
$262,365
0.08% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
2,364
shares
|
$262,143
0.06% of portfolio
|
Q2 2025
Added 52.22%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,358
shares
|
$261,478
0.08% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
2,340
shares
|
$259,482
0.17% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
2,338
shares
|
$259,260
0.18% of portfolio
|
Q2 2025
Reduced 65.57%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,336
shares
|
$259,039
0.16% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
2,336
shares
|
$259,039
0.17% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
2,333
shares
|
$258,706
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,332
shares
|
$258,595
0.01% of portfolio
|
Q2 2025
Reduced 74.06%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
2,330
shares
|
$258,373
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
2,328
shares
|
$258,151
0.07% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,326
shares
|
$257,930
2.25% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
2,314
shares
|
$256,599
0.13% of portfolio
|
Q2 2025
Reduced 88.21%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
2,309
shares
|
$256,045
0.02% of portfolio
|
Q2 2025
Reduced 15.54%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
2,305
shares
|
$255,601
0.04% of portfolio
|
Q2 2025
Added 12.49%
|