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 2,904 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
1,732
shares
|
$202,384
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$202,150
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
1,729
shares
|
$202,033
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
1,728
shares
|
$201,916
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,726
shares
|
$201,683
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
1,726
shares
|
$201,683
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,725
shares
|
$201,566
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
1,725
shares
|
$201,566
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
1,722
shares
|
$201,215
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
1,719
shares
|
$200,865
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
1,718
shares
|
$200,748
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,716
shares
|
$200,514
0.03% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
1,708
shares
|
$199,579
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,705
shares
|
$199,229
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,700
shares
|
$198,645
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
1,700
shares
|
$198,645
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
1,688
shares
|
$197,242
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,682
shares
|
$196,541
0.07% of portfolio
|
Q3 2025
Reduced 45.23%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
1,675
shares
|
$195,723
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,672
shares
|
$195,373
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
1,671
shares
|
$195,256
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
1,669
shares
|
$195,022
0.13% of portfolio
|
Q4 2025
Reduced 31.06%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,650
shares
|
$192,802
0.07% of portfolio
|
Q2 2025
Reduced 14.33%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,630
shares
|
$190,465
0.05% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,626
shares
|
$189,998
0.02% of portfolio
|
Q3 2025
Reduced 4.07%
|
|