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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
307,841
shares
|
$36 Million
1.35% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
307,603
shares
|
$35.9 Million
3.19% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
302,163
shares
|
$35.3 Million
10.04% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
301,457
shares
|
$35.2 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
299,892
shares
|
$35 Million
12.23% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
299,392
shares
|
$35 Million
0.77% of portfolio
|
Q3 2025
Added 28.36%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
295,715
shares
|
$34.6 Million
1.4% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
293,398
shares
|
$34.3 Million
1.54% of portfolio
|
Q3 2025
Added 90.44%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
287,896
shares
|
$33.6 Million
1.3% of portfolio
|
Q3 2025
Reduced 45.75%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
287,671
shares
|
$33.6 Million
4.11% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
287,510
shares
|
$33.6 Million
0.47% of portfolio
|
Q2 2023
Added 107.19%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 06, 2025 Q3 2025 |
285,968
shares
|
$33.4 Million
0.13% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
284,570
shares
|
$33.3 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
283,897
shares
|
$33.2 Million
3.77% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
279,009
shares
|
$32.6 Million
3.93% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
278,882
shares
|
$32.6 Million
11.45% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
278,501
shares
|
$32.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
277,502
shares
|
$32.4 Million
4.51% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
276,443
shares
|
$32.3 Million
4.63% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
275,116
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
274,790
shares
|
$32.1 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
269,519
shares
|
$31.5 Million
4.97% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
268,843
shares
|
$31.4 Million
1.89% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
265,159
shares
|
$31 Million
0.49% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
264,525
shares
|
$30.9 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.47%
|
|