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 |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
17,208
shares
|
$2.01 Million
1.04% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$2.01 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$2.01 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
17,133
shares
|
$2 Million
0.14% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
17,107
shares
|
$2 Million
0.5% of portfolio
|
Q4 2025
Reduced 3.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
17,023
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
16,957
shares
|
$1.98 Million
0.86% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
16,927
shares
|
$1.98 Million
0.1% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
16,889
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2025
Added 34.34%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
16,884
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
16,614
shares
|
$1.94 Million
0.29% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
Mann Financial Group, Inc.
Detroit Lakes, MN |
Nov 12, 2025 Q3 2025 |
16,584
shares
|
$1.94 Million
1.95% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
16,558
shares
|
$1.93 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
16,523
shares
|
$1.93 Million
0.35% of portfolio
|
Q3 2025
Reduced 87.22%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
16,493
shares
|
$1.93 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
16,459
shares
|
$1.92 Million
0.92% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jan 20, 2026 Q4 2025 |
16,394
shares
|
$1.92 Million
0.51% of portfolio
|
Q4 2025
Added 8.34%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
16,357
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
16,341
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
16,276
shares
|
$1.9 Million
0.28% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
16,253
shares
|
$1.9 Million
0.74% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$1.89 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
16,164
shares
|
$1.89 Million
0.47% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
16,152
shares
|
$1.89 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
16,134
shares
|
$1.89 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.41%
|
|