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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,013
shares
|
$352,069
0.03% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
3,012
shares
|
$351,952
0.03% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$350,550
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
2,998
shares
|
$350,316
0.19% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
2,997
shares
|
$350,199
0.15% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
2,984
shares
|
$348,680
0.14% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
2,979
shares
|
$348,096
0.04% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
2,978
shares
|
$347,979
0.04% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
2,971
shares
|
$347,161
0.15% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$347,044
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
2,956
shares
|
$345,408
0.18% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
2,948
shares
|
$344,473
0.11% of portfolio
|
Q3 2025
Reduced 28.76%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
2,936
shares
|
$343,071
0.01% of portfolio
|
Q3 2025
Added 59.57%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
2,936
shares
|
$343,071
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,934
shares
|
$342,837
0.12% of portfolio
|
Q3 2025
Added 144.09%
|
|
|
Baldwin Brothers LLC
|
Oct 14, 2025 Q3 2025 |
2,933
shares
|
$342,721
0.02% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,927
shares
|
$342,019
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
2,915
shares
|
$340,617
0.02% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,911
shares
|
$340,150
0.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
2,911
shares
|
$340,150
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
2,908
shares
|
$339,799
0.09% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
2,906
shares
|
$339,566
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,905
shares
|
$339,449
0.07% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
2,904
shares
|
$339,332
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
2,901
shares
|
$338,981
0.06% of portfolio
|
Q3 2025
Added 5.07%
|
|