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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
69,003
shares
|
$8.06 Million
0.25% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
68,661
shares
|
$8.02 Million
0.23% of portfolio
|
Q3 2025
Added 24.08%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
68,330
shares
|
$7.98 Million
1.86% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
67,950
shares
|
$7.94 Million
1.33% of portfolio
|
Q3 2025
Reduced 28.78%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
67,774
shares
|
$7.92 Million
0.04% of portfolio
|
Q3 2025
Added 61.61%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
67,655
shares
|
$7.91 Million
0.65% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,621
shares
|
$7.9 Million
0.25% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
67,330
shares
|
$7.87 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
66,412
shares
|
$7.76 Million
0.14% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
66,290
shares
|
$7.75 Million
2.49% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
66,249
shares
|
$7.74 Million
3.56% of portfolio
|
Q4 2025
Reduced 3.9%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
65,891
shares
|
$7.7 Million
0.57% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
65,797
shares
|
$7.69 Million
2.38% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
65,704
shares
|
$7.68 Million
0.01% of portfolio
|
Q3 2025
Added 227.06%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
65,684
shares
|
$7.68 Million
1.61% of portfolio
|
Q1 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
65,646
shares
|
$7.67 Million
4.39% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
65,557
shares
|
$7.66 Million
2.45% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
65,253
shares
|
$7.62 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Mtc Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
65,107
shares
|
$7.61 Million
3.65% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
65,079
shares
|
$7.6 Million
2.58% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
65,004
shares
|
$7.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
64,883
shares
|
$7.58 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
64,662
shares
|
$7.56 Million
1.25% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
64,617
shares
|
$7.55 Million
0.08% of portfolio
|
Q3 2025
Added 548.77%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
64,497
shares
|
$7.54 Million
1.16% of portfolio
|
Q4 2025
Reduced 10.82%
|
|