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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
185,652
shares
|
$21.7 Million
1.86% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
185,410
shares
|
$21.7 Million
0.03% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
185,171
shares
|
$21.6 Million
0.68% of portfolio
|
Q2 2020
Added 1.97%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
184,745
shares
|
$21.6 Million
3.34% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
184,143
shares
|
$21.5 Million
2.08% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
183,851
shares
|
$21.5 Million
3.18% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
183,391
shares
|
$21.4 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
183,366
shares
|
$21.4 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
181,321
shares
|
$21.2 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
179,914
shares
|
$21 Million
1.55% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
179,697
shares
|
$21 Million
6.56% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
179,364
shares
|
$21 Million
0.4% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
178,979
shares
|
$20.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
178,659
shares
|
$20.9 Million
7.77% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
178,266
shares
|
$20.8 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
177,758
shares
|
$20.8 Million
1.63% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
176,854
shares
|
$20.7 Million
3.51% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
176,413
shares
|
$20.6 Million
2.29% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
175,983
shares
|
$20.6 Million
0.21% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
175,278
shares
|
$20.5 Million
2.11% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Oct 21, 2025 Q3 2025 |
174,600
shares
|
$20.4 Million
5.33% of portfolio
|
Q2 2025
Reduced 30.16%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
174,462
shares
|
$20.4 Million
1.67% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
173,687
shares
|
$20.3 Million
3.23% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
173,522
shares
|
$20.3 Million
3.64% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
173,494
shares
|
$20.3 Million
5.94% of portfolio
|
Q3 2025
Reduced 0.26%
|
|