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 |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
35,886
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
35,875
shares
|
$4.19 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
35,814
shares
|
$4.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
35,784
shares
|
$4.18 Million
1.7% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
35,677
shares
|
$4.17 Million
2.19% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
35,558
shares
|
$4.15 Million
1.54% of portfolio
|
Q3 2025
Added 718.18%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
35,539
shares
|
$4.15 Million
0.48% of portfolio
|
Q3 2025
Added 56.12%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
35,245
shares
|
$4.12 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
35,202
shares
|
$4.11 Million
0.16% of portfolio
|
Q4 2025
Reduced 20.79%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
35,162
shares
|
$4.11 Million
0.15% of portfolio
|
Q4 2025
Added 3.18%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Oct 31, 2025 Q3 2025 |
34,994
shares
|
$4.09 Million
3.94% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
34,966
shares
|
$4.09 Million
1.76% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
34,811
shares
|
$4.07 Million
0.14% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
34,771
shares
|
$4.06 Million
1.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
34,731
shares
|
$4.06 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
34,726
shares
|
$4.06 Million
3.94% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
34,713
shares
|
$4.06 Million
0.17% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,699
shares
|
$4.05 Million
2.04% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
34,630
shares
|
$4.05 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
34,618
shares
|
$4.05 Million
1.6% of portfolio
|
Q3 2025
Added 49.9%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
34,593
shares
|
$4.04 Million
0.19% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
34,581
shares
|
$4.04 Million
0.12% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Oct 28, 2025 Q3 2025 |
34,440
shares
|
$4.02 Million
3.37% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
34,427
shares
|
$4.02 Million
0.51% of portfolio
|
Q4 2025
Added 11.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
34,417
shares
|
$4.02 Million
0.56% of portfolio
|
Q3 2025
Added 4.77%
|
|