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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
2,786
shares
|
$325,544
0.08% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
2,781
shares
|
$324,959
0.13% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,775
shares
|
$324,258
0.03% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,775
shares
|
$324,258
0.21% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,775
shares
|
$324,258
0.21% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,773
shares
|
$324,025
0.02% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
2,768
shares
|
$323,440
0.06% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
2,767
shares
|
$323,323
0.13% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
2,762
shares
|
$322,739
0.07% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
2,762
shares
|
$322,739
0.09% of portfolio
|
Q2 2025
Reduced 75.07%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
2,761
shares
|
$322,622
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
2,759
shares
|
$322,389
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,756
shares
|
$322,038
0.02% of portfolio
|
Q3 2022
Reduced 6.77%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
2,753
shares
|
$321,688
0.05% of portfolio
|
Q3 2025
Reduced 49.57%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
2,745
shares
|
$320,753
0.15% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,740
shares
|
$320,169
0.01% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
2,740
shares
|
$320,169
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
2,740
shares
|
$320,169
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
2,736
shares
|
$319,701
0.18% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,703
shares
|
$315,845
0.16% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,701
shares
|
$315,611
0.13% of portfolio
|
Q2 2025
Reduced 95.22%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$315,144
0.07% of portfolio
|
Q1 2024
Added 27.04%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
2,696
shares
|
$315,027
0.09% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,690
shares
|
$314,326
0.14% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
2,687
shares
|
$313,975
0.15% of portfolio
|
Q3 2025
Added 2.28%
|
|