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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
2,897
shares
|
$338,514
0.09% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
2,895
shares
|
$338,280
0.12% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
2,894
shares
|
$338,163
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,892
shares
|
$337,930
0.01% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,856
shares
|
$333,723
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,854
shares
|
$333,489
0.03% of portfolio
|
Q3 2025
Added 33.43%
|
|
|
Epiq Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,850
shares
|
$333,022
0.19% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
2,850
shares
|
$333,022
0.01% of portfolio
|
Q3 2025
Reduced 18.94%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
2,847
shares
|
$332,671
0.17% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$332,671
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,841
shares
|
$331,970
0.03% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
2,840
shares
|
$331,854
0.15% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
2,839
shares
|
$331,737
0.19% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
2,836
shares
|
$331,386
0.02% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
2,836
shares
|
$331,386
0.07% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
2,828
shares
|
$330,451
0.2% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,826
shares
|
$330,218
0.22% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
2,826
shares
|
$330,218
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,822
shares
|
$329,750
0.16% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
2,819
shares
|
$329,400
0.21% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
2,813
shares
|
$328,699
0.19% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,803
shares
|
$327,530
0.03% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
2,797
shares
|
$326,829
0.3% of portfolio
|
Q3 2025
Added 29.37%
|
|
|
Sanders Morris Harris LLC
|
Oct 06, 2025 Q3 2025 |
2,796
shares
|
$326,712
0.05% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,795
shares
|
$326,595
0.25% of portfolio
|
Q3 2025
Added 16.26%
|
|