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 |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
3,273
shares
|
$382,450
0.27% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
3,264
shares
|
$381,398
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
3,248
shares
|
$379,528
0.08% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
3,244
shares
|
$379,061
0.02% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,236
shares
|
$378,126
0.01% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,230
shares
|
$377,425
0.22% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
3,228
shares
|
$377,191
0.82% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
3,195
shares
|
$373,335
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
3,168
shares
|
$370,180
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$370,180
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$370,063
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
3,166
shares
|
$369,947
0.11% of portfolio
|
Q3 2025
Added 38.25%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2025 Q3 2025 |
3,164
shares
|
$369,713
0.28% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Northside Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,158
shares
|
$369,012
0.04% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
3,158
shares
|
$369,012
0.04% of portfolio
|
Q3 2025
Added 55.57%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
3,158
shares
|
$369,012
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
3,156
shares
|
$368,778
0.09% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
3,154
shares
|
$368,544
0.05% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
3,143
shares
|
$367,259
0.11% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
3,143
shares
|
$367,259
0.26% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,142
shares
|
$367,142
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
3,138
shares
|
$366,675
0.03% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,138
shares
|
$366,675
0.33% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
3,131
shares
|
$365,857
0.18% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
3,129
shares
|
$365,623
0.15% of portfolio
|
Q3 2025
Reduced 19.91%
|
|