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 |
|---|---|---|---|---|---|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
3,127
shares
|
$365,389
0.19% of portfolio
|
Q3 2025
Reduced 32.35%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
3,124
shares
|
$365,039
0.11% of portfolio
|
Q3 2025
Added 47.15%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,119
shares
|
$364,455
0.08% of portfolio
|
Q3 2025
Reduced 22.53%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
3,110
shares
|
$363,403
0.11% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,103
shares
|
$362,585
0.01% of portfolio
|
Q3 2025
Added 42.47%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
3,102
shares
|
$362,468
0.32% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
3,094
shares
|
$361,533
0.19% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
3,093
shares
|
$361,417
0.14% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,089
shares
|
$360,949
0.02% of portfolio
|
Q3 2025
Reduced 5.07%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
3,080
shares
|
$359,898
0.27% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
3,078
shares
|
$359,664
0.15% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,076
shares
|
$359,430
0.23% of portfolio
|
Q3 2025
Added 49.32%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,076
shares
|
$359,430
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
3,067
shares
|
$358,378
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,066
shares
|
$358,262
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,062
shares
|
$357,794
0.08% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
3,058
shares
|
$357,327
0.13% of portfolio
|
Q3 2025
Added 144.44%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,055
shares
|
$356,976
0.02% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
3,041
shares
|
$355,340
0.07% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,040
shares
|
$355,224
0.02% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
3,036
shares
|
$354,756
0.14% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,034
shares
|
$354,522
0.16% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
3,034
shares
|
$354,522
0.02% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,029
shares
|
$353,938
0.04% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,019
shares
|
$352,770
0.04% of portfolio
|
Q4 2024
Added 33.94%
|
|