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 |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
162,553
shares
|
$19 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
162,320
shares
|
$19 Million
1.12% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
161,762
shares
|
$18.9 Million
5.3% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
161,029
shares
|
$18.8 Million
5.11% of portfolio
|
Q3 2025
Reduced 28.42%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
160,591
shares
|
$18.8 Million
2.84% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
160,538
shares
|
$18.8 Million
0.27% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
160,260
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
159,476
shares
|
$18.6 Million
0.21% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
158,652
shares
|
$18.5 Million
3.61% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
158,632
shares
|
$18.5 Million
3.69% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
158,337
shares
|
$18.5 Million
2.73% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
157,648
shares
|
$18.4 Million
8.69% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
157,533
shares
|
$18.4 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
157,195
shares
|
$18.4 Million
1.39% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
156,939
shares
|
$18.3 Million
3.06% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
156,847
shares
|
$18.3 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
156,250
shares
|
$18.3 Million
2.07% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
155,159
shares
|
$18.1 Million
0.54% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
155,077
shares
|
$18.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 58.82%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
154,989
shares
|
$18.1 Million
0.62% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
154,067
shares
|
$18 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
154,055
shares
|
$18 Million
7.02% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
153,436
shares
|
$17.9 Million
1.21% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
152,900
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Added 39.76%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
152,880
shares
|
$17.9 Million
1.0% of portfolio
|
Q3 2025
Added 1.68%
|
|