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 2,881 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
262,810
shares
|
$30.7 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
260,458
shares
|
$30.4 Million
0.17% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2025 Q3 2025 |
259,701
shares
|
$30.3 Million
2.68% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
258,593
shares
|
$30.2 Million
2.25% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
257,159
shares
|
$30 Million
2.84% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
254,848
shares
|
$29.8 Million
0.31% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
253,923
shares
|
$29.7 Million
2.57% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
253,694
shares
|
$29.6 Million
2.36% of portfolio
|
Q3 2025
Reduced 52.89%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
252,656
shares
|
$29.5 Million
1.79% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
251,877
shares
|
$29.4 Million
0.21% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
250,085
shares
|
$29.2 Million
2.91% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
249,074
shares
|
$29.1 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
248,691
shares
|
$29.1 Million
3.56% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
248,495
shares
|
$29 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
248,425
shares
|
$29 Million
0.51% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
248,145
shares
|
$29 Million
0.65% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
245,870
shares
|
$28.7 Million
6.58% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
245,525
shares
|
$28.7 Million
0.1% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
242,493
shares
|
$28.3 Million
5.24% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
239,666
shares
|
$28 Million
1.5% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
239,207
shares
|
$28 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
238,195
shares
|
$27.8 Million
4.69% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
238,040
shares
|
$27.8 Million
1.52% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
236,055
shares
|
$27.6 Million
1.75% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
234,805
shares
|
$27.4 Million
7.42% of portfolio
|
Q3 2025
Added 10326.51%
|
|