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 2,912 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 |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$2.19 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Jan 15, 2026 Q4 2025 |
18,670
shares
|
$2.18 Million
0.81% of portfolio
|
Q4 2025
Reduced 12.99%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
18,640
shares
|
$2.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
18,630
shares
|
$2.18 Million
0.15% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
18,613
shares
|
$2.17 Million
0.02% of portfolio
|
Q3 2025
Added 34.01%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
18,581
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2025
Added 56.41%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$2.17 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
18,556
shares
|
$2.17 Million
0.8% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
18,552
shares
|
$2.17 Million
1.57% of portfolio
|
Q3 2025
Added 13.19%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
18,534
shares
|
$2.17 Million
0.62% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Kassira Wealth Management LLC
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
18,526
shares
|
$2.16 Million
2.12% of portfolio
|
Q3 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
18,495
shares
|
$2.16 Million
0.76% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
18,451
shares
|
$2.16 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
18,427
shares
|
$2.15 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$2.15 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
18,392
shares
|
$2.15 Million
0.63% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
18,357
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
18,294
shares
|
$2.14 Million
0.77% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
18,284
shares
|
$2.14 Million
1.08% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
18,241
shares
|
$2.13 Million
1.29% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
18,222
shares
|
$2.13 Million
0.69% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
18,219
shares
|
$2.13 Million
0.3% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
18,211
shares
|
$2.13 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
18,173
shares
|
$2.12 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
18,022
shares
|
$2.11 Million
0.25% of portfolio
|
Q3 2025
Reduced 29.91%
|
|