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 |
|---|---|---|---|---|---|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
61,315
shares
|
$7.16 Million
2.8% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
61,209
shares
|
$7.15 Million
5.74% of portfolio
|
Q3 2025
Added 272.45%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
61,158
shares
|
$7.15 Million
2.13% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
60,905
shares
|
$7.12 Million
4.06% of portfolio
|
Q3 2025
Added 92.18%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
60,472
shares
|
$7.07 Million
0.62% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
60,417
shares
|
$7.06 Million
1.23% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
60,315
shares
|
$7.05 Million
2.3% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
60,066
shares
|
$7.02 Million
2.2% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
60,000
shares
|
$7.01 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
59,851
shares
|
$6.99 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
59,455
shares
|
$6.95 Million
5.65% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
59,380
shares
|
$6.94 Million
1.36% of portfolio
|
Q4 2025
Added 3.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
59,333
shares
|
$6.93 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
59,325
shares
|
$6.93 Million
3.18% of portfolio
|
Q3 2025
Added 79.14%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
59,272
shares
|
$6.93 Million
0.55% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
59,032
shares
|
$6.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
58,982
shares
|
$6.89 Million
0.57% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
58,889
shares
|
$6.88 Million
1.09% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
58,800
shares
|
$6.87 Million
3.35% of portfolio
|
Q4 2025
Reduced 67.09%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
58,747
shares
|
$6.86 Million
1.6% of portfolio
|
Q3 2025
Added 37.23%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
58,733
shares
|
$6.86 Million
3.54% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
58,427
shares
|
$6.83 Million
8.42% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 29, 2025 Q3 2025 |
58,360
shares
|
$6.82 Million
2.54% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
58,317
shares
|
$6.81 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
58,090
shares
|
$6.79 Million
0.34% of portfolio
|
Q3 2025
Added 0.67%
|
|