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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
41,940
shares
|
$4.9 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
41,868
shares
|
$4.89 Million
1.85% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
41,791
shares
|
$4.88 Million
2.01% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
41,676
shares
|
$4.87 Million
1.95% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
41,438
shares
|
$4.84 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
41,317
shares
|
$4.83 Million
0.23% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
41,149
shares
|
$4.81 Million
1.35% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
41,015
shares
|
$4.79 Million
1.15% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
40,991
shares
|
$4.79 Million
1.87% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
40,632
shares
|
$4.75 Million
2.21% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.75 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.75 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
40,569
shares
|
$4.74 Million
0.05% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
40,349
shares
|
$4.71 Million
2.07% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
40,273
shares
|
$4.71 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.79%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
40,221
shares
|
$4.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
39,980
shares
|
$4.67 Million
0.17% of portfolio
|
Q4 2025
Added 3.14%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,963
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
39,925
shares
|
$4.67 Million
2.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
39,912
shares
|
$4.66 Million
1.07% of portfolio
|
Q4 2025
Added 38.03%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
39,903
shares
|
$4.66 Million
3.37% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
39,786
shares
|
$4.65 Million
0.4% of portfolio
|
Q2 2025
Reduced 20.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
39,770
shares
|
$4.65 Million
0.37% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
39,562
shares
|
$4.62 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
39,493
shares
|
$4.61 Million
3.71% of portfolio
|
Q3 2025
Reduced 5.84%
|
|