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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
616,608
shares
|
$72.1 Million
3.25% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
613,015
shares
|
$71.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
604,937
shares
|
$70.7 Million
3.22% of portfolio
|
Q3 2025
Reduced 25.78%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
604,592
shares
|
$70.6 Million
1.09% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
600,076
shares
|
$70.1 Million
0.35% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Swf LLC
Omaha, NE |
Nov 06, 2025 Q3 2025 |
599,244
shares
|
$70 Million
7.3% of portfolio
|
Q2 2025
Added 6382.52%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
584,435
shares
|
$68.3 Million
3.69% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
581,429
shares
|
$67.9 Million
1.4% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
579,621
shares
|
$67.7 Million
4.69% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
575,028
shares
|
$67.2 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
563,654
shares
|
$65.9 Million
1.02% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
559,432
shares
|
$65.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
558,076
shares
|
$65.2 Million
1.82% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
551,551
shares
|
$64.4 Million
3.33% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
546,383
shares
|
$63.8 Million
8.12% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
545,285
shares
|
$63.7 Million
4.85% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
538,538
shares
|
$62.9 Million
0.75% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
537,086
shares
|
$62.8 Million
3.57% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
537,022
shares
|
$62.8 Million
0.2% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
536,341
shares
|
$62.7 Million
0.83% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
528,460
shares
|
$61.8 Million
0.49% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
527,503
shares
|
$61.6 Million
11.14% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
502,472
shares
|
$58.7 Million
0.9% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
502,444
shares
|
$58.7 Million
0.81% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
499,418
shares
|
$58.4 Million
5.53% of portfolio
|
Q3 2025
Reduced 11.25%
|
|