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 |
|---|---|---|---|---|---|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
15,315
shares
|
$1.79 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
15,290
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2025
Added 213.06%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
15,289
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
15,288
shares
|
$1.79 Million
0.91% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,281
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
15,261
shares
|
$1.78 Million
0.25% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
15,246
shares
|
$1.78 Million
0.36% of portfolio
|
Q4 2025
Added 11.94%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,224
shares
|
$1.78 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
15,212
shares
|
$1.78 Million
1.92% of portfolio
|
Q3 2025
Reduced 20.37%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
15,144
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
15,129
shares
|
$1.77 Million
0.67% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
15,098
shares
|
$1.76 Million
0.37% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
15,068
shares
|
$1.76 Million
0.63% of portfolio
|
Q3 2025
Added 10.17%
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
15,063
shares
|
$1.76 Million
1.04% of portfolio
|
Q4 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
15,026
shares
|
$1.76 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,014
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
15,012
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
14,928
shares
|
$1.74 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,840
shares
|
$1.73 Million
0.39% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
14,745
shares
|
$1.72 Million
0.26% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
14,735
shares
|
$1.72 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Leverty Financial Group, LLC
|
Jan 08, 2026 Q4 2025 |
14,734
shares
|
$1.72 Million
0.51% of portfolio
|
Q4 2025
Reduced 27.88%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
14,715
shares
|
$1.72 Million
0.43% of portfolio
|
Q2 2023
Reduced 1.87%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
14,637
shares
|
$1.71 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
14,586
shares
|
$1.7 Million
0.14% of portfolio
|
Q4 2025
Reduced 1.69%
|
|