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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
413,406
shares
|
$48.3 Million
0.53% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
410,440
shares
|
$48 Million
11.93% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
408,195
shares
|
$47.7 Million
12.14% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
401,376
shares
|
$46.9 Million
6.67% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
395,955
shares
|
$46.3 Million
7.94% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
394,331
shares
|
$46.1 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
393,541
shares
|
$46 Million
0.4% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
392,199
shares
|
$45.8 Million
0.56% of portfolio
|
Q3 2023
Added 4.75%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
390,617
shares
|
$45.6 Million
5.63% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
390,472
shares
|
$45.6 Million
1.01% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
389,031
shares
|
$45.5 Million
3.32% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
387,559
shares
|
$45.3 Million
2.14% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
383,049
shares
|
$44.8 Million
5.69% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
381,909
shares
|
$44.6 Million
1.97% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
377,876
shares
|
$44.2 Million
4.72% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
376,887
shares
|
$44 Million
13.16% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
375,378
shares
|
$43.9 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
375,072
shares
|
$43.8 Million
2.92% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
373,166
shares
|
$43.6 Million
2.29% of portfolio
|
Q3 2022
Added 13.39%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
372,911
shares
|
$43.6 Million
1.4% of portfolio
|
Q3 2025
Reduced 49.73%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
364,200
shares
|
$42.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
362,104
shares
|
$42.3 Million
0.08% of portfolio
|
Q3 2025
Added 61.99%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
361,256
shares
|
$42.2 Million
0.14% of portfolio
|
Q3 2025
Added 36.4%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
357,401
shares
|
$41.8 Million
3.6% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
354,645
shares
|
$41.4 Million
0.59% of portfolio
|
Q3 2025
Added 0.47%
|
|