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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
73,145
shares
|
$8.55 Million
1.72% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
72,880
shares
|
$8.52 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
72,721
shares
|
$8.5 Million
0.1% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
72,475
shares
|
$8.47 Million
7.43% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
72,321
shares
|
$8.45 Million
1.11% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
72,206
shares
|
$8.44 Million
1.55% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
72,199
shares
|
$8.44 Million
0.36% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
72,197
shares
|
$8.44 Million
6.72% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
72,133
shares
|
$8.43 Million
0.05% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
71,926
shares
|
$8.4 Million
1.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
71,874
shares
|
$8.4 Million
1.02% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
71,762
shares
|
$8.39 Million
1.91% of portfolio
|
Q4 2025
Added 7.67%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
71,761
shares
|
$8.39 Million
4.73% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
71,653
shares
|
$8.37 Million
0.39% of portfolio
|
Q3 2022
Added 59.84%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
71,565
shares
|
$8.36 Million
1.12% of portfolio
|
Q3 2025
Reduced 27.24%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
71,437
shares
|
$8.35 Million
1.33% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
71,182
shares
|
$8.32 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Oct 15, 2025 Q3 2025 |
71,081
shares
|
$8.31 Million
6.96% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
70,999
shares
|
$8.3 Million
1.2% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
70,838
shares
|
$8.28 Million
1.26% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
70,409
shares
|
$8.23 Million
2.36% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
70,285
shares
|
$8.21 Million
4.74% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
70,055
shares
|
$8.19 Million
2.32% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
69,698
shares
|
$8.14 Million
0.66% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
69,010
shares
|
$8.06 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.72%
|
|