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 |
|---|---|---|---|---|---|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
105,287
shares
|
$12.3 Million
6.42% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
104,919
shares
|
$12.3 Million
0.13% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
104,103
shares
|
$12.2 Million
2.4% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
104,103
shares
|
$12.2 Million
1.97% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
103,999
shares
|
$12.2 Million
0.3% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Oct 28, 2025 Q3 2025 |
103,961
shares
|
$12.1 Million
7.21% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
103,933
shares
|
$12.1 Million
0.87% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
103,871
shares
|
$12.1 Million
1.13% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
103,820
shares
|
$12.1 Million
0.07% of portfolio
|
Q4 2025
Added 30.33%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
103,779
shares
|
$12.1 Million
3.41% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
103,676
shares
|
$12.1 Million
0.06% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
103,341
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
103,170
shares
|
$12.1 Million
10.88% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
103,156
shares
|
$12.1 Million
0.8% of portfolio
|
Q4 2022
Reduced 6.89%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
102,665
shares
|
$12 Million
1.5% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
102,537
shares
|
$12 Million
0.1% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
102,476
shares
|
$12 Million
6.53% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
102,443
shares
|
$12 Million
0.3% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
101,085
shares
|
$11.8 Million
1.16% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
100,940
shares
|
$11.8 Million
1.9% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
100,751
shares
|
$11.8 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
100,564
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 99.91%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
100,512
shares
|
$11.7 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
100,484
shares
|
$11.7 Million
0.21% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
100,256
shares
|
$11.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 18.51%
|
|