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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$63,566
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
544
shares
|
$63,566
0.14% of portfolio
|
Q3 2025
Reduced 84.69%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
544
shares
|
$63,566
0.03% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
538
shares
|
$62,865
0.03% of portfolio
|
Q3 2025
Added 53.28%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
536
shares
|
$62,631
0.02% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
534
shares
|
$62,397
0.02% of portfolio
|
Q3 2025
Reduced 44.14%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
533
shares
|
$62,281
0.02% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
529
shares
|
$61,813
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
518
shares
|
$60,528
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
502
shares
|
$58,658
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$58,425
0.03% of portfolio
|
Q2 2025
Reduced 52.15%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
500
shares
|
$58,425
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
499
shares
|
$58,308
0.02% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
499
shares
|
$58,308
0.04% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
496
shares
|
$57,957
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
495
shares
|
$57,840
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$57,723
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
474
shares
|
$55,386
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
474
shares
|
$55,386
0.02% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
466
shares
|
$54,452
0.02% of portfolio
|
Q3 2025
Reduced 26.73%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
465
shares
|
$54,335
0.02% of portfolio
|
Q4 2025
Reduced 51.21%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
458
shares
|
$53,517
0.03% of portfolio
|
Q4 2025
Added 9.05%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$53,166
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
454
shares
|
$53,049
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
444
shares
|
$51,881
0.02% of portfolio
|
Q4 2023
Added 1544.44%
|
|