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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
2,302
shares
|
$255,268
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,299
shares
|
$254,936
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
2,297
shares
|
$254,714
0.05% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
2,297
shares
|
$254,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
2,294
shares
|
$254,381
0.05% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
2,290
shares
|
$253,938
0.08% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
2,287
shares
|
$253,605
0.06% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
2,286
shares
|
$253,494
0.1% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
2,286
shares
|
$253,494
0.07% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
2,284
shares
|
$253,272
0.11% of portfolio
|
Q2 2025
Reduced 83.3%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
2,283
shares
|
$253,161
0.08% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
2,273
shares
|
$252,052
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
2,269
shares
|
$251,609
0.09% of portfolio
|
Q2 2025
Reduced 15.74%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,264
shares
|
$251,054
0.04% of portfolio
|
Q2 2025
Reduced 19.14%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,260
shares
|
$250,611
0.1% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
2,258
shares
|
$250,389
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
2,252
shares
|
$249,724
0.07% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
2,248
shares
|
$249,280
0.1% of portfolio
|
Q2 2025
Reduced 51.81%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$248,948
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,240
shares
|
$248,393
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,232
shares
|
$247,506
0.04% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$247,284
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
2,228
shares
|
$247,062
0.18% of portfolio
|
Q2 2025
Reduced 37.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,227
shares
|
$246,952
0.35% of portfolio
|
Q2 2022
Reduced 37.72%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,217
shares
|
$245,843
0.06% of portfolio
|
Q2 2025
Added 0.05%
|