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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,215
shares
|
$245,621
0.07% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
2,211
shares
|
$245,177
0.14% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
2,202
shares
|
$244,179
0.06% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,200
shares
|
$243,958
0.13% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,190
shares
|
$242,849
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
2,187
shares
|
$242,516
0.03% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
2,182
shares
|
$241,961
0.06% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
2,181
shares
|
$241,851
0.05% of portfolio
|
Q2 2025
Reduced 30.78%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
2,181
shares
|
$241,851
0.12% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
2,178
shares
|
$241,518
0.01% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
2,173
shares
|
$240,963
0.16% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
2,171
shares
|
$240,742
0.15% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
2,164
shares
|
$239,965
0.12% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
2,163
shares
|
$239,855
0.04% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
2,162
shares
|
$239,744
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
My Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
2,160
shares
|
$239,522
0.23% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,155
shares
|
$238,967
0.08% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
2,154
shares
|
$238,857
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
2,151
shares
|
$238,524
0.06% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
2,151
shares
|
$238,524
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,146
shares
|
$237,969
0.0% of portfolio
|
Q1 2025
Reduced 28.37%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
2,141
shares
|
$237,415
0.2% of portfolio
|
Q2 2025
Reduced 20.05%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
2,139
shares
|
$237,193
0.02% of portfolio
|
Q2 2025
Reduced 54.84%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
2,129
shares
|
$236,084
0.19% of portfolio
|
Q4 2023
Reduced 6.05%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2025 Q2 2025 |
2,123
shares
|
$235,419
0.08% of portfolio
|
Q2 2025
Reduced 37.5%
|