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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
64,478
shares
|
$7.53 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
64,425
shares
|
$7.53 Million
2.49% of portfolio
|
Q3 2025
Added 52.92%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,399
shares
|
$7.53 Million
0.25% of portfolio
|
Q3 2023
Added 252.43%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
64,393
shares
|
$7.52 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
64,391
shares
|
$7.52 Million
3.96% of portfolio
|
Q4 2025
Reduced 23.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
64,301
shares
|
$7.51 Million
0.38% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
63,783
shares
|
$7.45 Million
0.06% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
63,672
shares
|
$7.44 Million
0.73% of portfolio
|
Q2 2023
Reduced 31.93%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
63,527
shares
|
$7.42 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
63,294
shares
|
$7.4 Million
3.32% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
63,156
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2025
Added 59.92%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
63,059
shares
|
$7.37 Million
4.26% of portfolio
|
Q4 2025
Reduced 21.14%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 16, 2026 Q4 2025 |
62,874
shares
|
$7.35 Million
0.72% of portfolio
|
Q4 2025
Added 8.96%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
62,799
shares
|
$7.34 Million
1.37% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
62,648
shares
|
$7.32 Million
3.45% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
62,616
shares
|
$7.32 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
62,502
shares
|
$7.3 Million
1.18% of portfolio
|
Q3 2022
Reduced 56.95%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
62,435
shares
|
$7.3 Million
1.88% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
62,265
shares
|
$7.28 Million
0.25% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
62,242
shares
|
$7.27 Million
1.83% of portfolio
|
Q4 2025
Reduced 9.28%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
62,156
shares
|
$7.26 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
61,870
shares
|
$7.23 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
61,477
shares
|
$7.18 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
61,475
shares
|
$7.18 Million
0.05% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
61,455
shares
|
$7.18 Million
3.78% of portfolio
|
Q4 2025
Reduced 15.88%
|
|