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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
131,391
shares
|
$15.4 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
131,027
shares
|
$15.3 Million
1.17% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
130,968
shares
|
$15.3 Million
1.04% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
130,722
shares
|
$15.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
130,494
shares
|
$15.2 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
129,872
shares
|
$15.2 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
129,642
shares
|
$15.1 Million
2.69% of portfolio
|
Q1 2025
Added 4333.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
129,128
shares
|
$15.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
128,859
shares
|
$15.1 Million
1.95% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
128,830
shares
|
$15.1 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
128,548
shares
|
$15 Million
1.33% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
128,458
shares
|
$15 Million
0.39% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
128,000
shares
|
$15 Million
0.05% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
127,826
shares
|
$14.9 Million
4.71% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
127,714
shares
|
$14.9 Million
2.77% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
127,381
shares
|
$14.9 Million
5.05% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
127,285
shares
|
$14.9 Million
0.55% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
127,042
shares
|
$14.8 Million
0.58% of portfolio
|
Q2 2025
Reduced 35.5%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
126,408
shares
|
$14.8 Million
0.27% of portfolio
|
Q4 2025
Added 12.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
126,248
shares
|
$14.8 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
125,873
shares
|
$14.7 Million
2.17% of portfolio
|
Q3 2023
Reduced 2.75%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
124,691
shares
|
$14.6 Million
2.42% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
124,407
shares
|
$14.5 Million
9.17% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
123,596
shares
|
$14.4 Million
3.69% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
123,508
shares
|
$14.4 Million
0.45% of portfolio
|
Q4 2024
Added 0.32%
|
|