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 2,909 institutions that hold shares in the stock, with a total of 538 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 |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
20,669
shares
|
$2.42 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,568
shares
|
$2.4 Million
0.74% of portfolio
|
Q2 2022
Reduced 4.28%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
20,541
shares
|
$2.4 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
20,410
shares
|
$2.38 Million
1.02% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
20,395
shares
|
$2.38 Million
0.4% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
20,371
shares
|
$2.38 Million
1.16% of portfolio
|
Q4 2025
Added 2.99%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
20,359
shares
|
$2.38 Million
0.59% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
20,338
shares
|
$2.38 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
20,315
shares
|
$2.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,311
shares
|
$2.37 Million
1.27% of portfolio
|
Q3 2025
Added 37.94%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
20,289
shares
|
$2.37 Million
0.13% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
20,112
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 98.72%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
20,079
shares
|
$2.35 Million
1.98% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
19,980
shares
|
$2.33 Million
1.15% of portfolio
|
Q4 2025
Added 12874.03%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,959
shares
|
$2.33 Million
0.43% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
19,945
shares
|
$2.33 Million
1.58% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
19,943
shares
|
$2.33 Million
3.23% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,937
shares
|
$2.33 Million
0.15% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
19,767
shares
|
$2.31 Million
0.96% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
19,699
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2025
Added 12.69%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
19,658
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
19,596
shares
|
$2.29 Million
0.31% of portfolio
|
Q4 2025
Added 4.33%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
19,572
shares
|
$2.29 Million
1.94% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
19,524
shares
|
$2.28 Million
1.42% of portfolio
|
Q3 2025
Added 0.47%
|
|