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 |
|---|---|---|---|---|---|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
79,787
shares
|
$9.32 Million
12.88% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
79,268
shares
|
$9.26 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
79,153
shares
|
$9.25 Million
0.22% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
79,046
shares
|
$9.24 Million
0.69% of portfolio
|
Q4 2025
Added 12.54%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
78,764
shares
|
$9.2 Million
0.47% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$9.13 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
77,978
shares
|
$9.11 Million
0.3% of portfolio
|
Q3 2025
Added 104.55%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
77,932
shares
|
$9.11 Million
1.88% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
77,429
shares
|
$9.05 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 14, 2025 Q3 2025 |
77,375
shares
|
$9.04 Million
0.79% of portfolio
|
Q3 2025
Reduced 30.22%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
77,322
shares
|
$9.04 Million
1.67% of portfolio
|
Q3 2023
Reduced 59.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
76,581
shares
|
$8.95 Million
0.43% of portfolio
|
Q4 2025
Reduced 6.82%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76,267
shares
|
$8.91 Million
0.38% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
76,139
shares
|
$8.9 Million
0.2% of portfolio
|
Q3 2022
Reduced 90.17%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
76,126
shares
|
$8.9 Million
2.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
76,008
shares
|
$8.88 Million
1.78% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
75,618
shares
|
$8.84 Million
0.19% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
75,566
shares
|
$8.83 Million
1.11% of portfolio
|
Q4 2025
Reduced 11.69%
|
|
|
Performa LTD (Us), LLC
|
Nov 04, 2025 Q3 2025 |
74,770
shares
|
$8.74 Million
2.36% of portfolio
|
Q3 2025
Added 26.41%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
74,743
shares
|
$8.73 Million
2.7% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
74,583
shares
|
$8.72 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
73,857
shares
|
$8.63 Million
0.96% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Polianta LTD
|
Jan 15, 2026 Q4 2025 |
73,700
shares
|
$8.61 Million
1.16% of portfolio
|
Q4 2025
Added 9.02%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
73,309
shares
|
$8.57 Million
4.83% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
73,164
shares
|
$8.55 Million
6.33% of portfolio
|
Q4 2025
Added 0.53%
|
|