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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
100,050
shares
|
$11.7 Million
0.41% of portfolio
|
Q1 2023
Added 3.9%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
100,000
shares
|
$11.7 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Nov 06, 2025 Q3 2025 |
99,864
shares
|
$11.7 Million
2.5% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
99,570
shares
|
$11.6 Million
0.76% of portfolio
|
Q4 2024
Added 3797.06%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
99,140
shares
|
$11.6 Million
4.27% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
98,390
shares
|
$11.5 Million
1.67% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
97,564
shares
|
$11.4 Million
0.56% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
97,207
shares
|
$11.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
96,766
shares
|
$11.3 Million
5.91% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
96,471
shares
|
$11.3 Million
5.94% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
95,897
shares
|
$11.2 Million
5.12% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
95,787
shares
|
$11.2 Million
2.49% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Bronte Capital Management Pty Ltd.
|
Nov 04, 2025 Q3 2025 |
95,350
shares
|
$11.1 Million
1.34% of portfolio
|
Q3 2025
Reduced 92.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
95,220
shares
|
$11.1 Million
0.28% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
95,198
shares
|
$11.1 Million
1.75% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
94,780
shares
|
$11.1 Million
0.16% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
94,659
shares
|
$11.1 Million
6.35% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
94,592
shares
|
$11.1 Million
1.3% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
94,587
shares
|
$11.1 Million
1.74% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
93,874
shares
|
$11 Million
0.21% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 20, 2026 Q4 2025 |
93,761
shares
|
$11 Million
6.01% of portfolio
|
Q4 2025
Added 15.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
93,700
shares
|
$10.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
93,393
shares
|
$10.9 Million
1.89% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
92,944
shares
|
$10.9 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.49%
|
|