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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
22,719
shares
|
$2.65 Million
1.94% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
22,647
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
22,608
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
22,585
shares
|
$2.64 Million
0.73% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
22,582
shares
|
$2.64 Million
0.33% of portfolio
|
Q4 2025
Added 18.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
22,570
shares
|
$2.64 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
22,564
shares
|
$2.64 Million
0.14% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
22,497
shares
|
$2.63 Million
0.68% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
22,494
shares
|
$2.63 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 12, 2026 Q4 2025 |
22,365
shares
|
$2.61 Million
1.96% of portfolio
|
Q4 2025
Added 8.36%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
22,362
shares
|
$2.61 Million
0.68% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
22,328
shares
|
$2.61 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
22,301
shares
|
$2.61 Million
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
22,234
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
22,008
shares
|
$2.57 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
21,995
shares
|
$2.57 Million
0.2% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
21,985
shares
|
$2.57 Million
0.88% of portfolio
|
Q4 2025
Reduced 9.11%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
21,930
shares
|
$2.56 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
21,915
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
21,899
shares
|
$2.56 Million
0.37% of portfolio
|
Q4 2025
Reduced 4.17%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
21,802
shares
|
$2.55 Million
2.02% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
21,755
shares
|
$2.54 Million
0.15% of portfolio
|
Q3 2025
Added 49.07%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
21,613
shares
|
$2.53 Million
0.07% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
21,531
shares
|
$2.52 Million
0.16% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
21,509
shares
|
$2.51 Million
0.77% of portfolio
|
Q1 2025
Added 15.68%
|
|