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 |
|---|---|---|---|---|---|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
39,326
shares
|
$4.6 Million
2.48% of portfolio
|
Q1 2023
Added 45.08%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
39,275
shares
|
$4.59 Million
2.09% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
38,967
shares
|
$4.55 Million
0.47% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
38,911
shares
|
$4.55 Million
2.79% of portfolio
|
Q4 2025
Added 2.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
38,748
shares
|
$4.53 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
38,633
shares
|
$4.51 Million
0.62% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
38,618
shares
|
$4.51 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
38,474
shares
|
$4.5 Million
1.59% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
38,286
shares
|
$4.47 Million
1.16% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
38,273
shares
|
$4.47 Million
0.25% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
38,188
shares
|
$4.46 Million
0.43% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
38,141
shares
|
$4.46 Million
1.27% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
38,123
shares
|
$4.45 Million
2.18% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
38,045
shares
|
$4.45 Million
0.17% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
38,013
shares
|
$4.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
37,990
shares
|
$4.44 Million
2.79% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
37,786
shares
|
$4.42 Million
0.33% of portfolio
|
Q4 2025
Reduced 1.77%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,766
shares
|
$4.41 Million
0.38% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
37,761
shares
|
$4.41 Million
0.27% of portfolio
|
Q2 2025
Reduced 32.58%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
37,699
shares
|
$4.41 Million
2.09% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
37,662
shares
|
$4.4 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
37,641
shares
|
$4.4 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
37,623
shares
|
$4.4 Million
0.11% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
37,568
shares
|
$4.39 Million
2.25% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
37,503
shares
|
$4.38 Million
3.66% of portfolio
|
Q3 2025
Reduced 0.89%
|
|