Purchases and Sales Made in Q4 2025 in Ishares Core S&P Sm Cap ETF (IJR)

IJR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 02, 2026 Q4 2025
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
55.7K
+ 21.45%
$6.36M - $6.75M
315K $36.9M
Jan 15, 2026 Q4 2025
Shrier Wealth Management, LLC

Los Angeles, CA
BUY
 -
51K
New
$5.83M - $6.18M
51K $5.96M
Jan 14, 2026 Q4 2025
Beacon Investment Advisory Services, Inc.

BUY
 -
51K
+ 5.74%
$5.82M - $6.17M
939K $110M
Jan 07, 2026 Q4 2025
Melone Private Wealth, LLC

BUY
 -
49.8K
+ 84.68%
$5.69M - $6.03M
109K $12.7M
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
36.3K
+ 8.9%
$4.15M - $4.4M
445K $51.9M
Jan 13, 2026 Q4 2025
Capital Investment Advisors, LLC

BUY
 -
34K
+ 13.69%
$3.89M - $4.12M
282K $33M
Jan 15, 2026 Q4 2025
Pfg Private Wealth Management, LLC

BUY
 -
33.7K
+ 1303.17%
$3.86M - $4.09M
36.3K $4.24M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
32.6K
+ 23.47%
$3.73M - $3.95M
172K $20M
Jan 07, 2026 Q4 2025
Vigilare Wealth Management

BUY
 -
31K
New
$3.54M - $3.75M
31K $3.62M
Jan 15, 2026 Q4 2025
Northstar Advisory Group, LLC

BUY
 -
30.8K
+ 574.65%
$3.52M - $3.73M
36.2K $4.23M
Jan 16, 2026 Q4 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
30.1K
+ 8.06%
$3.44M - $3.64M
403K $47.1M
Jan 09, 2026 Q4 2025
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
29.3K
+ 7.66%
$3.34M - $3.54M
411K $48M
Jan 07, 2026 Q4 2025
Riversedge Advisors, LLC

BUY
 -
25.8K
+ 22.27%
$2.94M - $3.12M
141K $16.5M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
24.2K
+ 30.33%
$2.76M - $2.93M
104K $12.1M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
21.9K
+ 16.51%
$2.51M - $2.66M
155K $18.1M
Jan 14, 2026 Q4 2025
Chesley Taft & Associates LLC

BUY
 -
21.7K
+ 6.3%
$2.47M - $2.62M
365K $42.7M
Jan 07, 2026 Q4 2025
Cahaba Wealth Management, Inc.

BUY
 -
21.4K
+ 4.87%
$2.45M - $2.59M
461K $53.9M
Jan 14, 2026 Q4 2025
Acropolis Investment Management, LLC

BUY
 -
20K
+ 2.04%
$2.28M - $2.42M
1M $117M
Jan 14, 2026 Q4 2025
Game Plan Financial Advisors, LLC

BUY
 -
19.8K
+ 12874.03%
$2.27M - $2.4M
20K $2.33M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
17K
+ 5.64%
$1.94M - $2.06M
318K $37.2M
Jan 15, 2026 Q4 2025
Nisa Investment Advisors, LLC

BUY
 -
15.4K
New
$1.76M - $1.87M
15.4K $1.8M
Jan 15, 2026 Q4 2025
Financial Planning Hawaii, Inc.

Honolulu, HI
BUY
 -
15.1K
New
$1.72M - $1.82M
15.1K $1.76M
Jan 15, 2026 Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
14.5K
+ 12.92%
$1.65M - $1.75M
126K $14.8M
Jan 13, 2026 Q4 2025
Pathway Financial Advisors LLC

BUY
 -
13.9K
+ 7.29%
$1.59M - $1.68M
205K $23.9M
Jan 13, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
12.1K
New
$1.38M - $1.47M
12.1K $1.42M
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
11.6K
New
$1.33M - $1.4M
11.6K $1.36M
Jan 09, 2026 Q4 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
11K
+ 38.03%
$1.26M - $1.33M
39.9K $4.66M
Jan 07, 2026 Q4 2025
St. Louis Financial Planners Asset Management, LLC

Chesterfield, MO
BUY
 -
10.1K
New
$1.15M - $1.22M
10.1K $1.18M
Jan 14, 2026 Q4 2025
Centennial Wealth Advisory LLC

BUY
 -
9.79K
New
$1.12M - $1.19M
9.79K $1.14M
Jan 14, 2026 Q4 2025
Whitcomb & Hess, Inc.

BUY
 -
9.3K
+ 5.75%
$1.06M - $1.13M
171K $20M
Jan 16, 2026 Q4 2025
Forte Asset Management LLC

BUY
 -
9.23K
+ 45.07%
$1.05M - $1.12M
29.7K $3.47M
Jan 08, 2026 Q4 2025
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
9.02K
+ 3.18%
$1.03M - $1.09M
293K $34.2M
Jan 13, 2026 Q4 2025
Kmg Fiduciary Partners, LLC

BUY
 -
8.81K
+ 12.54%
$1.01M - $1.07M
79K $9.24M
Jan 13, 2026 Q4 2025
Ifg Advisors, LLC

BUY
 -
8.35K
+ 2.37%
$954K - $1.01M
361K $42.2M
Jan 09, 2026 Q4 2025
Sg Americas Securities, LLC

BUY
 -
8.22K
+ 35.51%
$939K - $996K
31.4K $3.67M
Jan 12, 2026 Q4 2025
Amplius Wealth Advisors, LLC

BUY
 -
8.1K
+ 2.54%
$926K - $982K
327K $38.2M
Jan 09, 2026 Q4 2025
Central Bank & Trust CO

BUY
 -
7.63K
+ 33.09%
$872K - $925K
30.7K $3.59M
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
7.45K
+ 1.79%
$851K - $903K
424K $49.6M
Jan 16, 2026 Q4 2025
Trust CO Of Vermont

BUY
 -
7.34K
+ 4.38%
$839K - $889K
175K $20.4M
Jan 07, 2026 Q4 2025
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
7.27K
+ 100.0%
$830K - $880K
14.5K $1.7M
Jan 15, 2026 Q4 2025
Polianta LTD

BUY
 -
6.1K
+ 9.02%
$697K - $739K
73.7K $8.61M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
6.03K
+ 50.78%
$689K - $730K
17.9K $2.09M
Jan 13, 2026 Q4 2025
Argentarii, LLC

Cincinnati, OH
BUY
 -
6.03K
+ 77.94%
$688K - $730K
13.8K $1.61M
Jan 16, 2026 Q4 2025
Crewe Advisors LLC

BUY
 -
5.96K
+ 4.2%
$681K - $722K
148K $17.3M
Jan 06, 2026 Q4 2025
Lpwm LLC

Minneapolis, MN
BUY
 -
5.44K
New
$621K - $658K
5.44K $635K
Jan 14, 2026 Q4 2025
Verum Partners LLC

Charlotte, NC
BUY
 -
5.4K
+ 2.59%
$617K - $654K
214K $25M
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

BUY
 -
5.33K
+ 24.25%
$609K - $645K
27.3K $3.19M
Jan 14, 2026 Q4 2025
Petros Family Wealth, LLC

Bloomington, MN
BUY
 -
5.3K
New
$606K - $642K
5.3K $619K
Jan 16, 2026 Q4 2025
David Katz Matrix Asset Advisors Inc
BUY
 -
5.17K
+ 8.96%
$591K - $626K
62.9K $7.35M

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