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 |
|---|---|---|---|---|---|
|
Seven Post Investment Office LP
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
6,298
shares
|
$735,921
0.27% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6,291
shares
|
$735,103
0.14% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
6,291
shares
|
$735,103
0.48% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
6,255
shares
|
$730,896
0.68% of portfolio
|
Q3 2025
Reduced 18.07%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
6,253
shares
|
$730,663
0.18% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,222
shares
|
$727,040
0.05% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,201
shares
|
$724,586
0.18% of portfolio
|
Q4 2025
Added 6.09%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
6,197
shares
|
$724,119
0.11% of portfolio
|
Q4 2025
Added 162.25%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
6,183
shares
|
$722,483
0.31% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
6,155
shares
|
$719,211
0.22% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
6,147
shares
|
$718,276
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
6,133
shares
|
$716,641
0.22% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
6,127
shares
|
$715,939
0.02% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
6,124
shares
|
$715,589
0.05% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,092
shares
|
$711,850
0.64% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
6,082
shares
|
$710,681
0.06% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
6,066
shares
|
$708,812
0.32% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
6,006
shares
|
$701,801
0.13% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$701,100
1.55% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
5,981
shares
|
$698,879
0.27% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
5,958
shares
|
$696,192
0.23% of portfolio
|
Q3 2025
Added 107.16%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
5,957
shares
|
$696,075
0.15% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
5,948
shares
|
$695,023
0.54% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Jb Capital LLC
|
Jan 20, 2026 Q4 2025 |
5,944
shares
|
$694,556
0.03% of portfolio
|
Q4 2025
Added 13.7%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
5,941
shares
|
$694,205
0.1% of portfolio
|
Q3 2025
Added 2.33%
|
|