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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
54,586
shares
|
$6.38 Million
0.65% of portfolio
|
Q4 2025
Reduced 13.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
54,504
shares
|
$6.37 Million
0.09% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
54,289
shares
|
$6.34 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
54,166
shares
|
$6.33 Million
1.67% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
53,791
shares
|
$6.29 Million
1.43% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
53,761
shares
|
$6.28 Million
3.79% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
53,715
shares
|
$6.28 Million
0.58% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
53,326
shares
|
$6.23 Million
0.55% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
53,204
shares
|
$6.22 Million
3.36% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
53,194
shares
|
$6.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
52,963
shares
|
$6.19 Million
4.7% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
52,707
shares
|
$6.16 Million
0.46% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
52,660
shares
|
$6.15 Million
1.5% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
52,389
shares
|
$6.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
52,378
shares
|
$6.12 Million
0.24% of portfolio
|
Q3 2025
Reduced 10.48%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
52,276
shares
|
$6.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
52,152
shares
|
$6.09 Million
0.31% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
51,951
shares
|
$6.07 Million
1.16% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
51,868
shares
|
$6.06 Million
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
51,835
shares
|
$6.06 Million
1.19% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
51,545
shares
|
$6.02 Million
2.78% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
51,448
shares
|
$6.01 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
51,365
shares
|
$6 Million
0.19% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
51,107
shares
|
$5.97 Million
0.46% of portfolio
|
Q3 2025
Reduced 68.41%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
51,040
shares
|
$5.96 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.22%
|
|