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 |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
353,030
shares
|
$41.3 Million
6.89% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
352,474
shares
|
$41.2 Million
4.71% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
350,608
shares
|
$41 Million
5.35% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
348,695
shares
|
$40.7 Million
12.41% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
347,661
shares
|
$40.6 Million
5.39% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
344,276
shares
|
$40.2 Million
3.43% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
343,679
shares
|
$40.2 Million
1.75% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
342,649
shares
|
$40 Million
15.52% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
342,089
shares
|
$40 Million
0.88% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
340,953
shares
|
$39.8 Million
3.11% of portfolio
|
Q1 2025
Added 9.59%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
338,170
shares
|
$39.5 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
337,113
shares
|
$39.4 Million
0.25% of portfolio
|
Q2 2025
Added 75.47%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
335,585
shares
|
$39.2 Million
2.62% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
334,817
shares
|
$39.1 Million
2.23% of portfolio
|
Q2 2022
Reduced 2.86%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
334,430
shares
|
$39.1 Million
6.54% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331,255
shares
|
$38.7 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
330,512
shares
|
$38.6 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
327,442
shares
|
$38.3 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
323,469
shares
|
$37.8 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
321,753
shares
|
$37.6 Million
3.7% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Starr Indemnity & Liability CO
New York, NY |
Nov 10, 2025 Q3 2025 |
320,950
shares
|
$37.5 Million
12.45% of portfolio
|
Q2 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
319,082
shares
|
$37.3 Million
4.46% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
318,773
shares
|
$37.2 Million
2.36% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
309,086
shares
|
$36.1 Million
3.14% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
308,523
shares
|
$36.1 Million
0.48% of portfolio
|
Q3 2025
Reduced 11.38%
|
|