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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
234,107
shares
|
$27.4 Million
3.69% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
231,485
shares
|
$27 Million
5.81% of portfolio
|
Q3 2025
Reduced 42.18%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
228,960
shares
|
$26.8 Million
5.76% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
228,473
shares
|
$26.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
228,356
shares
|
$26.7 Million
3.39% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
227,476
shares
|
$26.6 Million
0.18% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
225,917
shares
|
$26.4 Million
2.99% of portfolio
|
Q2 2025
Added 20.52%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
224,993
shares
|
$26.3 Million
2.04% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
224,564
shares
|
$26.2 Million
3.9% of portfolio
|
Q3 2025
Added 823.98%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
223,575
shares
|
$26.1 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
223,431
shares
|
$26.1 Million
0.45% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
223,310
shares
|
$26.1 Million
5.28% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
223,030
shares
|
$26.1 Million
0.69% of portfolio
|
Q3 2025
Added 25.67%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
222,663
shares
|
$26 Million
0.57% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
221,405
shares
|
$25.9 Million
5.71% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
220,112
shares
|
$25.7 Million
0.52% of portfolio
|
Q2 2025
Reduced 89.06%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
215,065
shares
|
$25.1 Million
7.08% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
214,721
shares
|
$25.1 Million
7.34% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
214,214
shares
|
$25 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
213,478
shares
|
$24.9 Million
5.01% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
212,658
shares
|
$24.8 Million
8.36% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
211,405
shares
|
$24.7 Million
1.08% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
210,997
shares
|
$24.7 Million
5.18% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
209,747
shares
|
$24.5 Million
2.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
208,690
shares
|
$24.4 Million
0.28% of portfolio
|
Q3 2025
Added 17.75%
|
|