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 |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
47,390
shares
|
$5.54 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
47,225
shares
|
$5.52 Million
1.9% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
47,111
shares
|
$5.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 47.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
46,981
shares
|
$5.49 Million
0.07% of portfolio
|
Q3 2025
Added 94.36%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
46,856
shares
|
$5.48 Million
2.25% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
46,856
shares
|
$5.48 Million
0.0% of portfolio
|
Q3 2025
Added 249.62%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Nov 06, 2025 Q3 2025 |
46,685
shares
|
$5.46 Million
2.05% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
46,471
shares
|
$5.43 Million
0.47% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
46,431
shares
|
$5.43 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
46,385
shares
|
$5.42 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
46,218
shares
|
$5.4 Million
0.1% of portfolio
|
Q4 2025
Reduced 2.88%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
46,047
shares
|
$5.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$5.36 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
45,843
shares
|
$5.36 Million
1.41% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
45,833
shares
|
$5.36 Million
1.28% of portfolio
|
Q4 2025
Added 10.11%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
45,724
shares
|
$5.34 Million
2.99% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
45,280
shares
|
$5.29 Million
1.39% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
45,168
shares
|
$5.28 Million
0.64% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,160
shares
|
$5.28 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
45,119
shares
|
$5.27 Million
0.23% of portfolio
|
Q4 2025
Reduced 4.61%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
44,993
shares
|
$5.26 Million
1.05% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
44,846
shares
|
$5.24 Million
5.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 24, 2025 Q3 2025 |
44,824
shares
|
$5.24 Million
1.15% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
44,778
shares
|
$5.23 Million
3.64% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
44,583
shares
|
$5.21 Million
0.86% of portfolio
|
Q3 2025
Added 19.15%
|
|