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 2,912 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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
822
shares
|
$96,050
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
815
shares
|
$95,232
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
800
shares
|
$93,480
0.01% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Stone House Investment Management, LLC
|
Jan 21, 2026 Q4 2025 |
793
shares
|
$92,662
0.02% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
780
shares
|
$91,143
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
755
shares
|
$88,221
0.04% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
750
shares
|
$87,637
0.02% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
739
shares
|
$86,352
0.02% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
738
shares
|
$86,235
0.0% of portfolio
|
Q3 2022
Reduced 9.11%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
718
shares
|
$83,898
0.01% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
715
shares
|
$83,547
0.06% of portfolio
|
Q2 2025
Added 544.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
712
shares
|
$83,197
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
705
shares
|
$82,379
0.02% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Nov 14, 2025 Q3 2025 |
700
shares
|
$81,795
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
699
shares
|
$81,678
0.02% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
695
shares
|
$81,210
0.02% of portfolio
|
Q4 2025
Added 27.06%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
687
shares
|
$80,275
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
667
shares
|
$77,938
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
665
shares
|
$77,705
0.03% of portfolio
|
Q3 2025
Reduced 31.09%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
644
shares
|
$75,251
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
640
shares
|
$74,784
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
640
shares
|
$74,784
0.02% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
638
shares
|
$74,550
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
635
shares
|
$74,199
0.02% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
635
shares
|
$74,199
0.02% of portfolio
|
Q3 2025
New holding
|
|