Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.6M+ 549.55% |
$1.37B - $1.52B
|
14.9M
$1.74B
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
3.83MNew |
$416M - $462M
|
3.83M
$448M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84M+ 55.87% |
$200M - $222M
|
5.14M
$600M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.02M+ 2.48% |
$111M - $124M
|
42.3M
$4.95B
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
941K+ 30.05% |
$102M - $114M
|
4.07M
$476M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
827K+ 117.37% |
$89.7M - $99.8M
|
1.53M
$179M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
808K+ 43.56% |
$87.7M - $97.5M
|
2.66M
$311M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
679K+ 168.35% |
$73.7M - $82M
|
1.08M
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
635K+ 57.8% |
$68.9M - $76.6M
|
1.73M
$203M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
575KNew |
$62.4M - $69.4M
|
575K
$67.2M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
501K+ 57.9% |
$54.4M - $60.5M
|
1.37M
$160M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
401KNew |
$43.5M - $48.4M
|
401K
$46.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
375K+ 3.74% |
$40.6M - $45.2M
|
10.4M
$1.21B
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
295K+ 7.84% |
$31.9M - $35.5M
|
4.05M
$473M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
292K+ 5.32% |
$31.6M - $35.2M
|
5.77M
$674M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
288K+ 175.63% |
$31.2M - $34.7M
|
452K
$52.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
268K+ 1.65% |
$29.1M - $32.3M
|
16.5M
$1.93B
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
259K+ 4.22% |
$28.1M - $31.3M
|
6.41M
$749M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250K+ 18.09% |
$27.1M - $30.1M
|
1.63M
$190M
|
|
|
Nov 07, 2025
Q3 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
233K+ 10326.51% |
$25.2M - $28.1M
|
235K
$27.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
200K+ 823.98% |
$21.7M - $24.2M
|
225K
$26.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
197KNew |
$21.4M - $23.8M
|
197K
$23.1M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
196K+ 813.97% |
$21.3M - $23.6M
|
220K
$25.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
179KNew |
$19.4M - $21.6M
|
179K
$20.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
163K+ 9.25% |
$17.6M - $19.6M
|
1.92M
$225M
|
|
|
Nov 14, 2025
Q3 2025
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
144K+ 132316.52% |
$15.6M - $17.4M
|
144K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
139K+ 90.44% |
$15.1M - $16.8M
|
293K
$34.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
139K+ 61.99% |
$15M - $16.7M
|
362K
$42.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
132K+ 42.76% |
$14.3M - $15.9M
|
440K
$51.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
131K+ 2077.07% |
$14.2M - $15.7M
|
137K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
129K+ 20.6% |
$14M - $15.6M
|
758K
$88.6M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
128K+ 4.51% |
$13.9M - $15.5M
|
2.98M
$348M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
123K+ 3.66% |
$13.3M - $14.8M
|
3.47M
$406M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
115K+ 3089.38% |
$12.5M - $13.9M
|
119K
$13.9M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109K+ 30.34% |
$11.8M - $13.2M
|
469K
$54.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
104KNew |
$11.3M - $12.6M
|
104K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
104KNew |
$11.3M - $12.6M
|
104K
$12.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
101KNew |
$10.9M - $12.1M
|
101K
$11.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
100KNew |
$10.8M - $12.1M
|
100K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96.4K+ 36.4% |
$10.5M - $11.6M
|
361K
$42.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95K+ 13.88% |
$10.3M - $11.5M
|
779K
$91M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
91.6K+ 12.04% |
$9.93M - $11M
|
852K
$99.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
83.2K+ 15.17% |
$9.02M - $10M
|
631K
$73.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
BUY
|
- |
67.6KNew |
$7.33M - $8.15M
|
67.6K
$7.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
66.2K+ 28.36% |
$7.17M - $7.98M
|
299K
$35M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
64.8K+ 78.99% |
$7.03M - $7.82M
|
147K
$17.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
62.2KNew |
$6.74M - $7.5M
|
62.2K
$7.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
60.7K+ 69.85% |
$6.59M - $7.33M
|
148K
$17.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
57.8K+ 6.26% |
$6.26M - $6.97M
|
980K
$114M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
56.2KNew |
$6.1M - $6.78M
|
56.2K
$6.57M
|
|