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 2,914 institutions that hold shares in the stock, with a total of 539 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,348
shares
|
$157,513
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,339
shares
|
$156,462
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,323
shares
|
$154,592
0.12% of portfolio
|
Q2 2025
Added 1596.15%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,319
shares
|
$154,125
0.06% of portfolio
|
Q2 2025
Added 61.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,305
shares
|
$152,489
0.02% of portfolio
|
Q2 2023
Added 14.47%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
1,293
shares
|
$151,087
0.05% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,290
shares
|
$150,736
0.07% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,270
shares
|
$148,399
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$148,399
0.09% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,255
shares
|
$146,646
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
1,231
shares
|
$143,842
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,229
shares
|
$143,608
0.06% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,215
shares
|
$141,972
0.1% of portfolio
|
Q4 2024
Reduced 66.52%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,206
shares
|
$140,921
0.01% of portfolio
|
Q4 2025
Added 4207.14%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,191
shares
|
$139,168
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,148
shares
|
$134,143
0.01% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
1,125
shares
|
$131,456
0.01% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,123
shares
|
$131,222
0.02% of portfolio
|
Q3 2022
Added 24.5%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,122
shares
|
$131,105
0.04% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,103
shares
|
$128,885
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,102
shares
|
$128,768
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,098
shares
|
$128,301
0.05% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
1,090
shares
|
$127,366
0.05% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,088
shares
|
$127,132
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,055
shares
|
$123,276
0.03% of portfolio
|
Q4 2024
Reduced 54.58%
|
|