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 |
|---|---|---|---|---|---|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
32,648
shares
|
$3.81 Million
2.13% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
32,640
shares
|
$3.81 Million
2.49% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
32,583
shares
|
$3.81 Million
1.45% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jan 08, 2026 Q4 2025 |
32,516
shares
|
$3.8 Million
3.3% of portfolio
|
Q4 2025
Added 16.71%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
32,453
shares
|
$3.79 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
32,214
shares
|
$3.76 Million
1.46% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
32,134
shares
|
$3.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
32,130
shares
|
$3.75 Million
2.07% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
32,100
shares
|
$3.75 Million
0.55% of portfolio
|
Q3 2025
Added 29.34%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
32,098
shares
|
$3.75 Million
8.27% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
32,054
shares
|
$3.75 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
31,984
shares
|
$3.74 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
31,966
shares
|
$3.74 Million
0.51% of portfolio
|
Q4 2025
Reduced 23.63%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
31,916
shares
|
$3.73 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,894
shares
|
$3.73 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
31,879
shares
|
$3.73 Million
0.11% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
31,803
shares
|
$3.72 Million
2.96% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
31,768
shares
|
$3.71 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
31,713
shares
|
$3.71 Million
0.36% of portfolio
|
Q3 2025
Added 45.73%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
31,689
shares
|
$3.7 Million
1.64% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
31,657
shares
|
$3.7 Million
2.01% of portfolio
|
Q4 2025
Reduced 5.37%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
31,598
shares
|
$3.69 Million
1.46% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,528
shares
|
$3.68 Million
0.22% of portfolio
|
Q4 2023
Reduced 34.87%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
31,519
shares
|
$3.68 Million
0.97% of portfolio
|
Q3 2025
Added 831.69%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
31,518
shares
|
$3.68 Million
0.58% of portfolio
|
Q3 2025
Reduced 16.4%
|
|