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 |
|---|---|---|---|---|---|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
34,370
shares
|
$4.02 Million
3.77% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
34,357
shares
|
$4.01 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
34,231
shares
|
$4 Million
0.16% of portfolio
|
Q3 2025
Reduced 87.9%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
34,191
shares
|
$4 Million
0.74% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
34,138
shares
|
$3.99 Million
2.77% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
34,109
shares
|
$3.99 Million
0.33% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
34,071
shares
|
$3.98 Million
1.42% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
33,987
shares
|
$3.97 Million
0.18% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
33,941
shares
|
$3.97 Million
0.1% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
33,867
shares
|
$3.96 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$3.94 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
33,632
shares
|
$3.93 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
33,611
shares
|
$3.93 Million
0.24% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
33,404
shares
|
$3.9 Million
2.45% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
33,380
shares
|
$3.9 Million
2.58% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
33,291
shares
|
$3.89 Million
0.87% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
33,287
shares
|
$3.89 Million
1.14% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
33,261
shares
|
$3.89 Million
1.7% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
33,033
shares
|
$3.86 Million
1.3% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
33,004
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
32,903
shares
|
$3.84 Million
1.71% of portfolio
|
Q4 2023
Reduced 66.56%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
32,859
shares
|
$3.84 Million
1.37% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
32,851
shares
|
$3.84 Million
0.83% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
32,722
shares
|
$3.82 Million
1.06% of portfolio
|
Q4 2025
Reduced 5.41%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
32,694
shares
|
$3.82 Million
2.98% of portfolio
|
Q3 2025
Reduced 4.63%
|
|