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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
208,323
shares
|
$24.3 Million
5.26% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
204,354
shares
|
$23.9 Million
3.89% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
201,730
shares
|
$23.6 Million
0.49% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
201,673
shares
|
$23.6 Million
0.6% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
201,587
shares
|
$23.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
C V Starr & CO Inc
New York, NY |
Nov 10, 2025 Q3 2025 |
200,458
shares
|
$23.4 Million
11.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
200,383
shares
|
$23.4 Million
2.46% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Oct 21, 2025 Q3 2025 |
200,000
shares
|
$23.4 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
199,810
shares
|
$23.3 Million
0.95% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
199,534
shares
|
$23.3 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
197,876
shares
|
$23.1 Million
6.29% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
197,507
shares
|
$23.1 Million
2.95% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
197,386
shares
|
$23.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Roth Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
196,513
shares
|
$23 Million
7.92% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
196,356
shares
|
$22.9 Million
0.58% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
196,339
shares
|
$22.9 Million
4.64% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
194,623
shares
|
$22.7 Million
0.87% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
194,053
shares
|
$22.7 Million
1.55% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
193,542
shares
|
$22.6 Million
0.49% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
193,104
shares
|
$22.6 Million
2.46% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
190,701
shares
|
$22.3 Million
3.34% of portfolio
|
Q3 2025
Added 19.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
190,514
shares
|
$22.3 Million
0.68% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
190,400
shares
|
$22.2 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
189,929
shares
|
$22.2 Million
4.44% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
186,481
shares
|
$21.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.18%
|
|