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 |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
21,509
shares
|
$2.51 Million
0.77% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
21,433
shares
|
$2.5 Million
2.35% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
21,366
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2025
Added 19.59%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
21,260
shares
|
$2.48 Million
0.5% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
21,153
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 21.18%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
21,089
shares
|
$2.46 Million
1.81% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
21,057
shares
|
$2.46 Million
1.09% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
21,048
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.43%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
21,027
shares
|
$2.46 Million
0.84% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
21,003
shares
|
$2.45 Million
0.52% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
21,001
shares
|
$2.45 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
20,972
shares
|
$2.45 Million
0.29% of portfolio
|
Q3 2025
Reduced 19.53%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
20,948
shares
|
$2.45 Million
0.69% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
20,939
shares
|
$2.45 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
20,917
shares
|
$2.44 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
20,854
shares
|
$2.44 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
20,850
shares
|
$2.44 Million
0.15% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
20,844
shares
|
$2.44 Million
0.26% of portfolio
|
Q1 2025
Added 189.34%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
20,841
shares
|
$2.44 Million
3.15% of portfolio
|
Q3 2022
Added 16.6%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
20,774
shares
|
$2.43 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
20,756
shares
|
$2.43 Million
0.26% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
20,742
shares
|
$2.42 Million
1.08% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
20,691
shares
|
$2.42 Million
1.01% of portfolio
|
Q4 2025
Reduced 5.46%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
20,690
shares
|
$2.42 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
20,669
shares
|
$2.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|