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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
37,487
shares
|
$4.38 Million
2.46% of portfolio
|
Q4 2025
Added 4.17%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
37,474
shares
|
$4.38 Million
1.65% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
37,326
shares
|
$4.36 Million
0.45% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
37,276
shares
|
$4.36 Million
2.11% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
37,257
shares
|
$4.35 Million
1.94% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
37,144
shares
|
$4.34 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
37,013
shares
|
$4.32 Million
0.36% of portfolio
|
Q4 2025
Reduced 4.04%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,005
shares
|
$4.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
37,000
shares
|
$4.32 Million
2.2% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,985
shares
|
$4.32 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
36,868
shares
|
$4.31 Million
0.38% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
36,772
shares
|
$4.3 Million
0.78% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
36,748
shares
|
$4.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,665
shares
|
$4.28 Million
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
36,541
shares
|
$4.27 Million
1.83% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
36,520
shares
|
$4.27 Million
0.59% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
36,374
shares
|
$4.25 Million
0.26% of portfolio
|
Q3 2025
Added 127.66%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
36,328
shares
|
$4.24 Million
2.13% of portfolio
|
Q4 2025
Added 1303.17%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
36,313
shares
|
$4.24 Million
2.19% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
36,258
shares
|
$4.24 Million
3.5% of portfolio
|
Q3 2025
Reduced 28.11%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
36,188
shares
|
$4.23 Million
1.5% of portfolio
|
Q4 2025
Added 574.65%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
36,130
shares
|
$4.22 Million
0.14% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
36,124
shares
|
$4.22 Million
0.32% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
35,987
shares
|
$4.21 Million
3.28% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
35,980
shares
|
$4.2 Million
0.21% of portfolio
|
Q3 2025
Added 28.94%
|
|