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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
152,831
shares
|
$17.9 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
151,185
shares
|
$17.7 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
151,184
shares
|
$17.7 Million
4.1% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
150,720
shares
|
$17.6 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
150,415
shares
|
$17.6 Million
5.12% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
148,898
shares
|
$17.4 Million
0.46% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
147,896
shares
|
$17.3 Million
1.71% of portfolio
|
Q4 2025
Added 4.2%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
147,692
shares
|
$17.3 Million
0.29% of portfolio
|
Q3 2025
Added 69.85%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
147,248
shares
|
$17.2 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
146,857
shares
|
$17.2 Million
0.46% of portfolio
|
Q3 2025
Added 78.99%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
146,406
shares
|
$17.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
146,401
shares
|
$17.1 Million
1.84% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
146,382
shares
|
$17.1 Million
1.22% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
146,240
shares
|
$17.1 Million
0.15% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
146,006
shares
|
$17.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
145,416
shares
|
$17 Million
3.13% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
145,022
shares
|
$16.9 Million
5.97% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
144,862
shares
|
$16.9 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
144,818
shares
|
$16.9 Million
0.34% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
144,334
shares
|
$16.9 Million
4.51% of portfolio
|
Q3 2025
Added 132316.52%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
144,041
shares
|
$16.8 Million
8.22% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
143,540
shares
|
$16.8 Million
11.63% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
143,500
shares
|
$16.8 Million
14.47% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
142,417
shares
|
$16.6 Million
5.99% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
141,822
shares
|
$16.6 Million
1.13% of portfolio
|
Q3 2025
Added 8.5%
|
|