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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
11
shares
|
$1,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$1,285
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
8
shares
|
$934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$467
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
2
shares
|
$233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
2
shares
|
$233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
2
shares
|
$233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
1
shares
|
$116
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|