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 2,884 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 |
|---|---|---|---|---|---|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
173,394
shares
|
$20.3 Million
6.05% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
172,892
shares
|
$20.2 Million
9.85% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Twele Capital Management, Inc.
|
Oct 15, 2025 Q3 2025 |
172,639
shares
|
$20.2 Million
3.81% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
172,141
shares
|
$20.1 Million
4.27% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
171,736
shares
|
$20.1 Million
1.34% of portfolio
|
Q3 2025
Added 11.31%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
171,587
shares
|
$20 Million
0.17% of portfolio
|
Q4 2025
Added 23.47%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
171,220
shares
|
$20 Million
8.75% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
170,723
shares
|
$19.9 Million
0.52% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
169,858
shares
|
$19.8 Million
1.69% of portfolio
|
Q2 2023
Added 5.39%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
169,624
shares
|
$19.8 Million
12.87% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
169,255
shares
|
$19.8 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
169,036
shares
|
$19.8 Million
4.9% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
167,447
shares
|
$19.6 Million
0.89% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
167,299
shares
|
$19.5 Million
2.95% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
166,392
shares
|
$19.4 Million
5.61% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
165,739
shares
|
$19.4 Million
2.73% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
165,159
shares
|
$19.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
165,142
shares
|
$19.3 Million
0.32% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
164,997
shares
|
$19.3 Million
1.24% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
164,979
shares
|
$19.3 Million
0.66% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
164,095
shares
|
$19.2 Million
6.36% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
163,381
shares
|
$19.1 Million
8.75% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
163,314
shares
|
$19.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
163,270
shares
|
$19.1 Million
1.66% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
163,049
shares
|
$19.1 Million
3.98% of portfolio
|
Q3 2025
Added 2.79%
|
|