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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
19,484
shares
|
$2.28 Million
0.73% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
19,408
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
19,310
shares
|
$2.26 Million
0.28% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
19,301
shares
|
$2.26 Million
0.67% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
19,251
shares
|
$2.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
19,195
shares
|
$2.24 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
19,101
shares
|
$2.23 Million
1.77% of portfolio
|
Q4 2025
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
19,077
shares
|
$2.23 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
19,063
shares
|
$2.23 Million
0.37% of portfolio
|
Q4 2025
Reduced 7.58%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
19,053
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$2.22 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
18,991
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$2.21 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
18,950
shares
|
$2.21 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
18,930
shares
|
$2.21 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$2.21 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
18,834
shares
|
$2.2 Million
0.54% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
18,812
shares
|
$2.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
18,806
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
18,774
shares
|
$2.19 Million
0.5% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
18,769
shares
|
$2.19 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
18,726
shares
|
$2.19 Million
1.71% of portfolio
|
Q3 2025
Added 0.95%
|
|