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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
92,595
shares
|
$10.8 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
92,374
shares
|
$10.8 Million
0.95% of portfolio
|
Q3 2025
Added 34.27%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
91,915
shares
|
$10.7 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
91,440
shares
|
$10.7 Million
7.26% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jan 15, 2026 Q4 2025 |
91,369
shares
|
$10.7 Million
6.9% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
90,513
shares
|
$10.6 Million
2.57% of portfolio
|
Q4 2025
Added 0.87%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
90,304
shares
|
$10.6 Million
0.3% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
89,788
shares
|
$10.5 Million
5.27% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
89,636
shares
|
$10.5 Million
0.37% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
89,327
shares
|
$10.4 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
88,907
shares
|
$10.4 Million
4.53% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
88,647
shares
|
$10.4 Million
1.63% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
88,489
shares
|
$10.3 Million
3.62% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Nov 10, 2025 Q3 2025 |
88,412
shares
|
$10.3 Million
5.14% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
88,307
shares
|
$10.3 Million
0.72% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
88,293
shares
|
$10.3 Million
0.82% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
88,283
shares
|
$10.3 Million
0.33% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
88,130
shares
|
$10.3 Million
0.32% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
88,046
shares
|
$10.3 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
87,942
shares
|
$10.3 Million
0.76% of portfolio
|
Q3 2025
Added 135.91%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
87,928
shares
|
$10.3 Million
2.34% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
87,194
shares
|
$10.2 Million
1.48% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
87,068
shares
|
$10.2 Million
0.38% of portfolio
|
Q3 2025
Added 27.89%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
86,424
shares
|
$10.1 Million
3.44% of portfolio
|
Q4 2025
Reduced 19.94%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
86,132
shares
|
$10.1 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.03%
|
|