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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
112,951
shares
|
$13.2 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
112,801
shares
|
$13.2 Million
0.63% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
112,036
shares
|
$13.1 Million
3.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
111,781
shares
|
$13.1 Million
0.92% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
110,975
shares
|
$13 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
110,940
shares
|
$13 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
110,916
shares
|
$13 Million
3.59% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
110,775
shares
|
$12.9 Million
2.68% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
110,655
shares
|
$12.9 Million
2.12% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
110,433
shares
|
$12.9 Million
1.94% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
110,301
shares
|
$12.9 Million
2.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
110,101
shares
|
$12.9 Million
2.39% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
109,988
shares
|
$12.9 Million
0.56% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
109,849
shares
|
$12.8 Million
3.28% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
109,574
shares
|
$12.8 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
108,930
shares
|
$12.7 Million
0.35% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
108,593
shares
|
$12.7 Million
5.44% of portfolio
|
Q4 2025
Added 84.68%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
108,592
shares
|
$12.7 Million
4.4% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
108,351
shares
|
$12.7 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
108,338
shares
|
$12.7 Million
0.2% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
108,153
shares
|
$12.6 Million
6.07% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
107,291
shares
|
$12.5 Million
0.37% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106,988
shares
|
$12.5 Million
3.16% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
105,914
shares
|
$12.4 Million
0.24% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
105,742
shares
|
$12.4 Million
1.99% of portfolio
|
Q3 2025
Added 5.6%
|
|