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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
25,600
shares
|
$2.99 Million
0.45% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
25,563
shares
|
$2.99 Million
6.2% of portfolio
|
Q4 2025
Reduced 6.66%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
25,531
shares
|
$2.98 Million
1.11% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$2.94 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
25,088
shares
|
$2.93 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
25,000
shares
|
$2.92 Million
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
24,995
shares
|
$2.92 Million
2.19% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
24,986
shares
|
$2.92 Million
1.31% of portfolio
|
Q3 2025
Reduced 8.83%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
24,966
shares
|
$2.92 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.46%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
24,941
shares
|
$2.91 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
24,937
shares
|
$2.91 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
24,892
shares
|
$2.91 Million
0.24% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
24,808
shares
|
$2.9 Million
0.52% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
24,586
shares
|
$2.87 Million
4.78% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
24,360
shares
|
$2.85 Million
0.46% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
24,307
shares
|
$2.84 Million
0.5% of portfolio
|
Q3 2025
Added 84.09%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
24,203
shares
|
$2.83 Million
1.53% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
24,203
shares
|
$2.83 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2025 Q3 2025 |
24,129
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
24,060
shares
|
$2.81 Million
0.95% of portfolio
|
Q1 2023
Added 1.74%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
24,042
shares
|
$2.81 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
24,004
shares
|
$2.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
23,875
shares
|
$2.79 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
23,850
shares
|
$2.79 Million
0.86% of portfolio
|
Q2 2024
Reduced 2.05%
|
|