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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
28,024
shares
|
$3.27 Million
0.32% of portfolio
|
Q4 2025
Added 8.52%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
27,918
shares
|
$3.26 Million
0.25% of portfolio
|
Q3 2025
Added 4123.6%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
27,812
shares
|
$3.25 Million
3.84% of portfolio
|
Q3 2025
Added 48.06%
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
27,723
shares
|
$3.24 Million
1.06% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
27,709
shares
|
$3.24 Million
0.33% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$3.23 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$3.22 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
27,562
shares
|
$3.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
27,460
shares
|
$3.21 Million
0.34% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
27,404
shares
|
$3.2 Million
0.17% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
27,370
shares
|
$3.2 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
27,298
shares
|
$3.19 Million
0.11% of portfolio
|
Q4 2025
Added 24.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,288
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.09%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
27,205
shares
|
$3.18 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
27,109
shares
|
$3.17 Million
0.1% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
27,072
shares
|
$3.16 Million
0.11% of portfolio
|
Q3 2025
Reduced 32.04%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
27,071
shares
|
$3.16 Million
0.84% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
27,054
shares
|
$3.16 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
27,029
shares
|
$3.16 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
26,916
shares
|
$3.15 Million
0.51% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
26,892
shares
|
$3.14 Million
1.36% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,864
shares
|
$3.14 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
26,807
shares
|
$3.13 Million
0.62% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
26,794
shares
|
$3.13 Million
1.38% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
26,702
shares
|
$3.12 Million
0.87% of portfolio
|
Q3 2025
Added 2.82%
|
|