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 |
|---|---|---|---|---|---|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
85,760
shares
|
$10 Million
4.72% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
85,184
shares
|
$9.95 Million
5.31% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
85,175
shares
|
$9.95 Million
1.46% of portfolio
|
Q3 2022
Added 49.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
85,099
shares
|
$9.94 Million
0.04% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
84,953
shares
|
$9.93 Million
2.11% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
84,461
shares
|
$9.87 Million
3.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 07, 2026 Q4 2025 |
84,384
shares
|
$9.86 Million
5.89% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
84,310
shares
|
$9.85 Million
2.77% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
84,306
shares
|
$9.85 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
84,228
shares
|
$9.84 Million
0.47% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
84,227
shares
|
$9.84 Million
4.62% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
83,669
shares
|
$9.78 Million
2.95% of portfolio
|
Q3 2025
Added 51.08%
|
|
|
Retirement Systems Of Alabama
|
Jan 15, 2026 Q4 2025 |
83,667
shares
|
$9.78 Million
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
83,611
shares
|
$9.77 Million
2.95% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
83,251
shares
|
$9.73 Million
4.68% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
82,987
shares
|
$9.7 Million
1.09% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
82,545
shares
|
$9.65 Million
4.04% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 21, 2025 Q3 2025 |
82,362
shares
|
$9.62 Million
8.58% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
82,074
shares
|
$9.59 Million
5.52% of portfolio
|
Q4 2025
Added 3.58%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
81,428
shares
|
$9.51 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
81,317
shares
|
$9.5 Million
0.32% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
81,168
shares
|
$9.48 Million
5.18% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
80,429
shares
|
$9.4 Million
5.86% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
80,421
shares
|
$9.4 Million
0.58% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
79,833
shares
|
$9.33 Million
1.8% of portfolio
|
Q3 2025
Added 0.92%
|
|