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 2,904 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
291
shares
|
$34,003
0.02% of portfolio
|
Q1 2024
Added 68.21%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
290
shares
|
$33,886
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
282
shares
|
$32,951
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
272
shares
|
$31,783
0.02% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
272
shares
|
$31,783
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
265
shares
|
$30,965
0.0% of portfolio
|
Q3 2025
Added 27.4%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
261
shares
|
$30,497
0.0% of portfolio
|
Q3 2025
Reduced 89.78%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
260
shares
|
$30,381
0.01% of portfolio
|
Q2 2025
Added 15.56%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
254
shares
|
$29,679
0.0% of portfolio
|
Q3 2025
Added 85.4%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
252
shares
|
$29,446
0.02% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
252
shares
|
$29,446
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
252
shares
|
$29,446
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$29,212
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
250
shares
|
$29,212
0.02% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
247
shares
|
$28,861
0.0% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
245
shares
|
$28,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
244
shares
|
$28,511
0.01% of portfolio
|
Q3 2025
Added 197.56%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
242
shares
|
$28,277
0.03% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
239
shares
|
$27,927
0.01% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
239
shares
|
$27,927
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
233
shares
|
$27,226
0.0% of portfolio
|
Q3 2025
Reduced 11.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$26,992
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
228
shares
|
$26,641
0.01% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 09, 2026 Q4 2025 |
218
shares
|
$25,473
0.01% of portfolio
|
Q4 2025
Reduced 92.34%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
214
shares
|
$25,005
0.01% of portfolio
|
Q1 2025
Reduced 4.89%
|
|