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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
30,074
shares
|
$3.51 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
30,064
shares
|
$3.51 Million
0.26% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
30,062
shares
|
$3.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
29,957
shares
|
$3.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
29,905
shares
|
$3.49 Million
0.64% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
29,871
shares
|
$3.49 Million
2.99% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
29,702
shares
|
$3.47 Million
1.62% of portfolio
|
Q4 2025
Added 45.07%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29,546
shares
|
$3.45 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
29,455
shares
|
$3.44 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
29,375
shares
|
$3.43 Million
0.08% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
29,271
shares
|
$3.42 Million
0.54% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
29,036
shares
|
$3.39 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
28,875
shares
|
$3.37 Million
0.37% of portfolio
|
Q4 2025
Added 1.37%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
28,867
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
28,727
shares
|
$3.36 Million
1.66% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
28,630
shares
|
$3.35 Million
1.85% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
28,618
shares
|
$3.34 Million
0.65% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
28,490
shares
|
$3.33 Million
1.64% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
28,401
shares
|
$3.32 Million
2.56% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
28,269
shares
|
$3.3 Million
1.5% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
28,147
shares
|
$3.29 Million
2.9% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
28,094
shares
|
$3.28 Million
0.21% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
28,089
shares
|
$3.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$3.28 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
28,027
shares
|
$3.27 Million
0.74% of portfolio
|
Q4 2025
Added 2.54%
|
|