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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$395,654
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
3,376
shares
|
$394,485
0.1% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$394,251
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,361
shares
|
$392,732
0.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
3,360
shares
|
$392,616
0.07% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$392,499
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
3,359
shares
|
$392,499
0.22% of portfolio
|
Q3 2025
Reduced 14.72%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,353
shares
|
$391,798
0.06% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
3,353
shares
|
$391,798
0.11% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
3,352
shares
|
$391,681
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
3,350
shares
|
$391,447
0.02% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
3,340
shares
|
$390,279
0.12% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
3,339
shares
|
$390,162
0.21% of portfolio
|
Q3 2025
Reduced 84.17%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,334
shares
|
$389,577
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
3,327
shares
|
$388,759
0.04% of portfolio
|
Q3 2025
Reduced 28.48%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
3,327
shares
|
$388,759
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
3,326
shares
|
$388,643
0.18% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
3,324
shares
|
$388,409
0.01% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
3,318
shares
|
$387,708
0.22% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,314
shares
|
$387,240
0.11% of portfolio
|
Q3 2025
Reduced 87.37%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
3,313
shares
|
$387,124
0.05% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
3,310
shares
|
$386,773
0.11% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,305
shares
|
$386,189
0.01% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
3,301
shares
|
$385,721
0.03% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
3,291
shares
|
$384,553
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|