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 2,887 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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
122,519
shares
|
$14.3 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
122,265
shares
|
$14.3 Million
1.26% of portfolio
|
Q3 2025
Reduced 19.44%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
121,869
shares
|
$14.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
121,618
shares
|
$14.2 Million
5.34% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
121,205
shares
|
$14.2 Million
2.38% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
120,841
shares
|
$14.1 Million
2.46% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
119,735
shares
|
$14 Million
0.67% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
119,720
shares
|
$14 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
119,395
shares
|
$14 Million
3.99% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
119,094
shares
|
$13.9 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
119,059
shares
|
$13.9 Million
0.88% of portfolio
|
Q3 2025
Reduced 44.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
118,651
shares
|
$13.9 Million
0.37% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
118,581
shares
|
$13.9 Million
0.3% of portfolio
|
Q3 2025
Added 3089.38%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
117,417
shares
|
$13.7 Million
4.12% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
116,828
shares
|
$13.7 Million
2.53% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
116,722
shares
|
$13.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
116,463
shares
|
$13.6 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
115,766
shares
|
$13.5 Million
3.35% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
115,661
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
115,480
shares
|
$13.5 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
115,377
shares
|
$13.5 Million
1.02% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
114,738
shares
|
$13.4 Million
0.64% of portfolio
|
Q2 2024
Reduced 48.53%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
114,408
shares
|
$13.4 Million
1.02% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
114,335
shares
|
$13.4 Million
5.97% of portfolio
|
Q4 2022
Added 2.91%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
113,397
shares
|
$13.3 Million
1.47% of portfolio
|
Q3 2025
Added 1.54%
|
|