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 |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
31,474
shares
|
$3.68 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
31,369
shares
|
$3.67 Million
0.0% of portfolio
|
Q4 2025
Added 35.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
31,369
shares
|
$3.67 Million
0.3% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
31,213
shares
|
$3.65 Million
0.21% of portfolio
|
Q4 2025
Reduced 6.63%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 16, 2026 Q4 2025 |
31,212
shares
|
$3.65 Million
3.5% of portfolio
|
Q4 2025
Added 1.88%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
31,060
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,049
shares
|
$3.63 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
31,018
shares
|
$3.62 Million
0.61% of portfolio
|
Q3 2025
Added 482.72%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,014
shares
|
$3.62 Million
0.52% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,995
shares
|
$3.62 Million
0.44% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
30,987
shares
|
$3.62 Million
1.43% of portfolio
|
Q4 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
30,986
shares
|
$3.62 Million
0.52% of portfolio
|
Q3 2025
Reduced 71.67%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
30,925
shares
|
$3.61 Million
1.12% of portfolio
|
Q4 2025
Added 1.49%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
30,922
shares
|
$3.61 Million
2.08% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
30,788
shares
|
$3.6 Million
0.3% of portfolio
|
Q2 2024
Added 73.36%
|
|
|
Fluent Financial, LLC
|
Jan 14, 2026 Q4 2025 |
30,704
shares
|
$3.59 Million
1.37% of portfolio
|
Q4 2025
New holding
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
30,703
shares
|
$3.59 Million
0.58% of portfolio
|
Q4 2025
Added 33.09%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
30,613
shares
|
$3.58 Million
1.65% of portfolio
|
Q3 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
30,558
shares
|
$3.57 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
30,294
shares
|
$3.54 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
30,257
shares
|
$3.54 Million
1.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
30,188
shares
|
$3.53 Million
0.24% of portfolio
|
Q4 2025
Added 15.87%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
30,160
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
30,098
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
30,088
shares
|
$3.52 Million
2.11% of portfolio
|
Q3 2025
Reduced 9.36%
|
|