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 |
|---|---|---|---|---|---|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
2,122
shares
|
$235,308
0.2% of portfolio
|
Q2 2025
Reduced 96.18%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
2,121
shares
|
$235,197
0.04% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,119
shares
|
$234,975
0.31% of portfolio
|
Q4 2022
Reduced 31.6%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
2,114
shares
|
$234,421
0.1% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Pictet & Cie (Europe) Sa
|
Jul 16, 2025 Q2 2025 |
2,110
shares
|
$233,977
0.0% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
2,108
shares
|
$233,756
0.05% of portfolio
|
Q2 2025
Reduced 97.69%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,105
shares
|
$233,423
0.02% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,103
shares
|
$233,201
0.09% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
2,103
shares
|
$233,201
0.21% of portfolio
|
Q2 2025
Added 23.49%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
2,099
shares
|
$232,758
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,096
shares
|
$232,425
0.07% of portfolio
|
Q2 2025
Reduced 21.59%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
2,085
shares
|
$231,205
0.03% of portfolio
|
Q2 2025
Reduced 79.46%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,085
shares
|
$231,205
0.11% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,083
shares
|
$230,983
0.03% of portfolio
|
Q2 2025
Reduced 61.38%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
2,082
shares
|
$230,872
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
2,080
shares
|
$230,651
0.11% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
2,072
shares
|
$229,764
0.06% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,069
shares
|
$229,431
0.03% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,063
shares
|
$228,766
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
2,060
shares
|
$228,433
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
2,055
shares
|
$227,878
0.02% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
2,054
shares
|
$227,768
0.1% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,051
shares
|
$227,435
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$226,770
0.13% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,042
shares
|
$226,437
0.06% of portfolio
|
Q2 2025
New holding
|