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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
431
shares
|
$50,362
0.04% of portfolio
|
Q3 2025
Added 306.6%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
418
shares
|
$48,843
0.05% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
417
shares
|
$48,726
0.0% of portfolio
|
Q2 2025
Reduced 51.9%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
410
shares
|
$47,908
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
402
shares
|
$46,973
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
385
shares
|
$44,987
0.01% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
383
shares
|
$44,753
0.2% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
375
shares
|
$43,818
0.01% of portfolio
|
Q4 2025
Reduced 30.56%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
375
shares
|
$43,818
0.03% of portfolio
|
Q2 2025
Reduced 17.22%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
375
shares
|
$43,818
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
372
shares
|
$43,468
0.01% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$43,117
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$42,533
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$39,495
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$39,378
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
330
shares
|
$38,560
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
317
shares
|
$37,041
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
308
shares
|
$35,989
0.02% of portfolio
|
Q3 2025
Added 105.33%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
307
shares
|
$35,872
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
302
shares
|
$35,288
0.02% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
302
shares
|
$35,288
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
299
shares
|
$34,938
0.01% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
298
shares
|
$34,821
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
297
shares
|
$34,704
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
292
shares
|
$34,120
0.01% of portfolio
|
Q1 2025
New holding
|
|