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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
57,911
shares
|
$6.77 Million
0.38% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
57,420
shares
|
$6.71 Million
3.27% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
57,304
shares
|
$6.7 Million
4.85% of portfolio
|
Q4 2025
Added 1.72%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
57,065
shares
|
$6.67 Million
0.69% of portfolio
|
Q4 2025
Added 7.94%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
56,766
shares
|
$6.63 Million
1.17% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
56,745
shares
|
$6.63 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
56,676
shares
|
$6.62 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
56,621
shares
|
$6.62 Million
1.68% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
56,590
shares
|
$6.61 Million
0.48% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
56,541
shares
|
$6.61 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
56,475
shares
|
$6.6 Million
3.85% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
56,447
shares
|
$6.6 Million
0.4% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
56,330
shares
|
$6.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
56,265
shares
|
$6.57 Million
2.81% of portfolio
|
Q3 2025
Added 2363.44%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
56,201
shares
|
$6.57 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
55,882
shares
|
$6.53 Million
0.75% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
55,878
shares
|
$6.53 Million
0.66% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
55,489
shares
|
$6.48 Million
2.57% of portfolio
|
Q3 2023
Added 9.22%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
55,480
shares
|
$6.48 Million
4.15% of portfolio
|
Q3 2025
New holding
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
55,296
shares
|
$6.46 Million
4.87% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
55,231
shares
|
$6.45 Million
3.52% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
55,184
shares
|
$6.45 Million
2.34% of portfolio
|
Q3 2025
Reduced 37.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
55,162
shares
|
$6.45 Million
0.23% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
55,010
shares
|
$6.43 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
54,661
shares
|
$6.39 Million
0.93% of portfolio
|
Q4 2025
Reduced 23.16%
|
|