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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
17,895
shares
|
$2.09 Million
0.19% of portfolio
|
Q3 2025
Added 28.32%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$2.09 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
17,852
shares
|
$2.09 Million
0.24% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
17,847
shares
|
$2.09 Million
0.48% of portfolio
|
Q4 2025
Reduced 6.35%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
17,796
shares
|
$2.08 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
17,776
shares
|
$2.08 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
17,771
shares
|
$2.08 Million
0.57% of portfolio
|
Q4 2025
Reduced 3.47%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
17,754
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
17,723
shares
|
$2.07 Million
0.2% of portfolio
|
Q4 2025
Reduced 26.97%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
17,715
shares
|
$2.07 Million
0.38% of portfolio
|
Q3 2025
Reduced 25.29%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
17,711
shares
|
$2.07 Million
1.37% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
17,691
shares
|
$2.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,620
shares
|
$2.06 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$2.06 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
17,581
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
17,579
shares
|
$2.05 Million
1.57% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
17,578
shares
|
$2.05 Million
0.43% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
17,554
shares
|
$2.05 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
17,474
shares
|
$2.04 Million
0.09% of portfolio
|
Q4 2025
Reduced 7.22%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,472
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2025
Reduced 15.79%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
17,408
shares
|
$2.03 Million
0.4% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$2.03 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
17,386
shares
|
$2.03 Million
0.19% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$2.02 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$2.02 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|