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 |
|---|---|---|---|---|---|
|
Riversedge Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
141,414
shares
|
$16.5 Million
2.77% of portfolio
|
Q4 2025
Added 22.27%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
141,262
shares
|
$16.5 Million
5.37% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
141,016
shares
|
$16.5 Million
1.57% of portfolio
|
Q4 2022
Added 38.45%
|
|
|
Liquid Strategies, LLC
Atlanta, GA |
Oct 24, 2025 Q3 2025 |
140,994
shares
|
$16.5 Million
3.46% of portfolio
|
Q3 2025
Added 15.51%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
140,987
shares
|
$16.5 Million
6.41% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
138,929
shares
|
$16.2 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
138,541
shares
|
$16.2 Million
9.85% of portfolio
|
Q1 2023
Added 3.15%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
138,084
shares
|
$16.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
137,865
shares
|
$16.1 Million
2.09% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
137,641
shares
|
$16.1 Million
0.2% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
137,254
shares
|
$16 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
137,213
shares
|
$16 Million
0.3% of portfolio
|
Q4 2025
Reduced 7.33%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
136,855
shares
|
$16 Million
7.22% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
136,785
shares
|
$16 Million
2.56% of portfolio
|
Q3 2025
Added 2077.07%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
135,543
shares
|
$15.8 Million
5.51% of portfolio
|
Q2 2025
Added 423471.88%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
135,513
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
135,274
shares
|
$15.8 Million
0.15% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
134,711
shares
|
$15.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
133,868
shares
|
$15.6 Million
4.46% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
133,542
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
133,288
shares
|
$15.6 Million
4.6% of portfolio
|
Q4 2025
Reduced 12.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
133,249
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2022
Added 10.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
132,525
shares
|
$15.5 Million
0.35% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
132,434
shares
|
$15.5 Million
1.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
132,093
shares
|
$15.4 Million
2.71% of portfolio
|
Q4 2025
Added 2.58%
|
|