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 2,881 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 $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
3,506
shares
|
$409,676
0.17% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
3,500
shares
|
$408,975
0.06% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,500
shares
|
$408,975
0.04% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
3,493
shares
|
$408,157
0.18% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
3,485
shares
|
$407,222
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
3,483
shares
|
$406,988
0.04% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
3,478
shares
|
$406,404
0.02% of portfolio
|
Q3 2025
Reduced 21.61%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
3,476
shares
|
$406,170
0.19% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
3,473
shares
|
$405,820
0.18% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
3,470
shares
|
$405,469
0.27% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
3,463
shares
|
$404,651
0.04% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,461
shares
|
$404,417
0.13% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
3,455
shares
|
$403,716
0.37% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
3,454
shares
|
$403,599
0.18% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
3,450
shares
|
$403,132
0.15% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,446
shares
|
$402,665
0.11% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
3,443
shares
|
$402,314
0.03% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
3,427
shares
|
$400,444
0.24% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,425
shares
|
$400,211
0.07% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
3,423
shares
|
$399,977
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
3,408
shares
|
$398,224
0.14% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Bath Savings Trust CO
|
Oct 09, 2025 Q3 2025 |
3,407
shares
|
$398,107
0.04% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
3,402
shares
|
$397,523
0.05% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
3,393
shares
|
$396,472
0.09% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,393
shares
|
$396,472
0.07% of portfolio
|
Q3 2025
Reduced 12.64%
|
|