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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
23,841
shares
|
$2.79 Million
0.14% of portfolio
|
Q4 2025
Added 8.02%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
23,651
shares
|
$2.76 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
23,554
shares
|
$2.75 Million
0.42% of portfolio
|
Q3 2025
Added 24.86%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
23,527
shares
|
$2.75 Million
0.15% of portfolio
|
Q3 2025
Reduced 50.24%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
23,505
shares
|
$2.75 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
23,447
shares
|
$2.74 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
23,332
shares
|
$2.73 Million
2.15% of portfolio
|
Q4 2022
Reduced 14.56%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
23,311
shares
|
$2.72 Million
0.14% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
23,268
shares
|
$2.72 Million
0.64% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
23,229
shares
|
$2.71 Million
0.14% of portfolio
|
Q3 2025
Reduced 83.05%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
23,224
shares
|
$2.71 Million
2.18% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
23,174
shares
|
$2.71 Million
0.6% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
23,144
shares
|
$2.7 Million
0.14% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
23,139
shares
|
$2.7 Million
0.37% of portfolio
|
Q4 2025
Added 8.02%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
23,127
shares
|
$2.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.69 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
23,001
shares
|
$2.69 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
23,000
shares
|
$2.69 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
22,886
shares
|
$2.67 Million
0.65% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.67 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
22,843
shares
|
$2.67 Million
0.17% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
22,818
shares
|
$2.67 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
22,789
shares
|
$2.66 Million
0.38% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Jan 15, 2026 Q4 2025 |
22,752
shares
|
$2.66 Million
1.56% of portfolio
|
Q4 2025
Added 4.09%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
22,723
shares
|
$2.66 Million
0.0% of portfolio
|
Q4 2025
Reduced 7.69%
|
|