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 |
|---|---|---|---|---|---|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
44,554
shares
|
$5.21 Million
3.9% of portfolio
|
Q1 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
44,527
shares
|
$5.2 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
44,513
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
44,464
shares
|
$5.2 Million
0.63% of portfolio
|
Q3 2025
Added 83.28%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
44,182
shares
|
$5.16 Million
0.07% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
44,138
shares
|
$5.16 Million
1.78% of portfolio
|
Q3 2025
Added 16.31%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
44,115
shares
|
$5.15 Million
0.72% of portfolio
|
Q3 2025
Added 228.97%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
43,990
shares
|
$5.14 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
43,920
shares
|
$5.13 Million
3.56% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
43,725
shares
|
$5.11 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
43,627
shares
|
$5.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
43,550
shares
|
$5.09 Million
2.12% of portfolio
|
Q3 2025
Reduced 23.98%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
43,538
shares
|
$5.09 Million
0.06% of portfolio
|
Q2 2022
Added 0.61%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
43,525
shares
|
$5.09 Million
0.77% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
43,395
shares
|
$5.07 Million
1.43% of portfolio
|
Q4 2025
Added 6.79%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
43,352
shares
|
$5.07 Million
0.05% of portfolio
|
Q3 2025
Added 225.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42,929
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Added 41.69%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
42,773
shares
|
$5 Million
1.68% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
42,609
shares
|
$4.98 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
42,488
shares
|
$4.96 Million
0.16% of portfolio
|
Q4 2025
Added 7.9%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
42,473
shares
|
$4.96 Million
0.26% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
42,423
shares
|
$4.96 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
42,322
shares
|
$4.95 Million
0.65% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
42,305
shares
|
$4.94 Million
6.8% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
41,977
shares
|
$4.91 Million
2.33% of portfolio
|
Q3 2025
Reduced 6.82%
|
|