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 |
|---|---|---|---|---|---|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
2,682
shares
|
$313,391
0.22% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
2,681
shares
|
$313,274
0.05% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
2,670
shares
|
$311,989
0.11% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,664
shares
|
$311,288
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,660
shares
|
$310,821
0.23% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
2,654
shares
|
$310,119
0.07% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,648
shares
|
$309,418
0.18% of portfolio
|
Q1 2023
Added 2.12%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
2,637
shares
|
$308,133
0.05% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,627
shares
|
$306,964
0.1% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2,627
shares
|
$306,964
0.06% of portfolio
|
Q2 2025
Added 21.23%
|
|
|
Signet Investment Advisory Group, Inc.
|
Nov 06, 2025 Q3 2025 |
2,625
shares
|
$306,731
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
2,616
shares
|
$305,679
0.07% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
2,615
shares
|
$305,562
0.04% of portfolio
|
Q3 2025
Added 5.19%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,612
shares
|
$305,212
0.21% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
2,606
shares
|
$304,511
0.1% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,604
shares
|
$304,277
0.22% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,603
shares
|
$304,160
0.06% of portfolio
|
Q3 2025
Reduced 27.65%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
2,603
shares
|
$304,160
0.07% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
2,603
shares
|
$304,160
0.14% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,598
shares
|
$303,576
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
2,597
shares
|
$303,459
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
2,596
shares
|
$303,342
0.25% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
2,592
shares
|
$302,875
0.07% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,589
shares
|
$302,524
0.15% of portfolio
|
Q3 2025
Reduced 92.3%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,589
shares
|
$302,524
0.14% of portfolio
|
Q3 2025
Added 18.71%
|
|