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 |
|---|---|---|---|---|---|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
26,673
shares
|
$3.12 Million
3.45% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
26,631
shares
|
$3.11 Million
0.45% of portfolio
|
Q4 2025
Added 2.31%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
26,554
shares
|
$3.1 Million
0.74% of portfolio
|
Q4 2025
Reduced 6.49%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
26,531
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2025
Added 20.75%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
26,510
shares
|
$3.1 Million
1.52% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
26,366
shares
|
$3.08 Million
0.12% of portfolio
|
Q3 2025
Added 147.59%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
26,329
shares
|
$3.08 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
26,299
shares
|
$3.07 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
26,139
shares
|
$3.05 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$3.05 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
26,069
shares
|
$3.05 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
26,052
shares
|
$3.04 Million
0.78% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
26,042
shares
|
$3.04 Million
0.53% of portfolio
|
Q4 2025
Reduced 2.46%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
26,022
shares
|
$3.04 Million
0.34% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$3.04 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
25,954
shares
|
$3.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$3.03 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
25,882
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
25,860
shares
|
$3.02 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
25,772
shares
|
$3.01 Million
0.17% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
25,735
shares
|
$3.01 Million
0.6% of portfolio
|
Q3 2025
Reduced 73.34%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
25,733
shares
|
$3.01 Million
0.2% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
25,680
shares
|
$3 Million
0.55% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
25,621
shares
|
$2.99 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$2.99 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|