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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
16,092
shares
|
$1.88 Million
0.24% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
16,083
shares
|
$1.88 Million
0.33% of portfolio
|
Q2 2025
Added 64.2%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
16,081
shares
|
$1.88 Million
0.55% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
16,064
shares
|
$1.88 Million
1.01% of portfolio
|
Q4 2025
Reduced 4.43%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
16,051
shares
|
$1.88 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
15,877
shares
|
$1.86 Million
0.18% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
15,820
shares
|
$1.85 Million
0.23% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
15,784
shares
|
$1.84 Million
0.13% of portfolio
|
Q4 2025
Added 18.54%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
15,772
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
15,747
shares
|
$1.84 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
15,711
shares
|
$1.84 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
15,677
shares
|
$1.83 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
15,646
shares
|
$1.83 Million
0.64% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
15,487
shares
|
$1.81 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
15,456
shares
|
$1.81 Million
0.16% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
15,443
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
15,442
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
15,430
shares
|
$1.8 Million
4.75% of portfolio
|
Q3 2025
Reduced 45.13%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
15,425
shares
|
$1.8 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sunburst Financial Group, LLC
|
Jan 20, 2026 Q4 2025 |
15,396
shares
|
$1.8 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
15,362
shares
|
$1.8 Million
0.87% of portfolio
|
Q1 2025
Added 5.16%
|
|