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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
51,036
shares
|
$5.96 Million
0.98% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Shrier Wealth Management, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
50,990
shares
|
$5.96 Million
2.41% of portfolio
|
Q4 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
50,899
shares
|
$5.95 Million
0.94% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
50,805
shares
|
$5.94 Million
1.51% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
50,760
shares
|
$5.93 Million
0.45% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
50,633
shares
|
$5.92 Million
0.9% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
50,570
shares
|
$5.91 Million
5.28% of portfolio
|
Q3 2025
Reduced 53.1%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
50,342
shares
|
$5.88 Million
0.45% of portfolio
|
Q3 2025
Added 81.94%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
50,333
shares
|
$5.88 Million
2.38% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
50,290
shares
|
$5.88 Million
0.95% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
50,196
shares
|
$5.87 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
49,938
shares
|
$5.84 Million
1.96% of portfolio
|
Q3 2025
Reduced 12.37%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
49,845
shares
|
$5.82 Million
0.21% of portfolio
|
Q4 2025
Added 5.48%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
49,715
shares
|
$5.81 Million
0.68% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
49,641
shares
|
$5.8 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
49,639
shares
|
$5.8 Million
0.78% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
49,174
shares
|
$5.75 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
49,012
shares
|
$5.73 Million
2.09% of portfolio
|
Q4 2025
Reduced 3.95%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
48,862
shares
|
$5.71 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
48,720
shares
|
$5.69 Million
1.41% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
48,675
shares
|
$5.69 Million
1.84% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
48,100
shares
|
$5.62 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
47,996
shares
|
$5.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
47,707
shares
|
$5.57 Million
0.65% of portfolio
|
Q4 2025
Added 11.42%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
47,588
shares
|
$5.56 Million
0.72% of portfolio
|
Q3 2025
Added 2.35%
|
|