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 2,914 institutions that hold shares in the stock, with a total of 539 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
10,646
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.76%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
10,607
shares
|
$1.24 Million
0.21% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 15, 2025 Q3 2025 |
10,559
shares
|
$1.23 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Ti Trust, Inc
|
Jan 22, 2026 Q4 2025 |
10,546
shares
|
$1.23 Million
0.77% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
10,512
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
10,510
shares
|
$1.23 Million
0.57% of portfolio
|
Q4 2025
Added 24.94%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
10,506
shares
|
$1.23 Million
0.03% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
10,467
shares
|
$1.22 Million
0.22% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
10,453
shares
|
$1.22 Million
0.21% of portfolio
|
Q4 2025
Added 5.33%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
10,445
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.57%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
10,427
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
10,425
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
10,422
shares
|
$1.22 Million
0.66% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,377
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
10,308
shares
|
$1.2 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,302
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.22%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
10,291
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,288
shares
|
$1.2 Million
0.61% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
10,279
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
10,275
shares
|
$1.2 Million
0.59% of portfolio
|
Q4 2025
Added 2.15%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
10,270
shares
|
$1.2 Million
0.95% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
10,238
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
10,181
shares
|
$1.19 Million
0.59% of portfolio
|
Q4 2025
Added 4.61%
|
|
|
Zwj Investment Counsel Inc
|
Jan 23, 2026 Q4 2025 |
10,135
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2025
Added 2.6%
|
|