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 |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
14,569
shares
|
$1.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Sws Partners
|
Jan 16, 2026 Q4 2025 |
14,530
shares
|
$1.7 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
14,530
shares
|
$1.7 Million
0.27% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
14,491
shares
|
$1.69 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
14,485
shares
|
$1.69 Million
1.39% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
14,464
shares
|
$1.69 Million
0.54% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
14,371
shares
|
$1.68 Million
1.15% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
14,338
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
14,252
shares
|
$1.67 Million
1.29% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
14,251
shares
|
$1.67 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,119
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
14,118
shares
|
$1.65 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
14,115
shares
|
$1.65 Million
0.96% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Jan 21, 2026 Q4 2025 |
14,098
shares
|
$1.65 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.86%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
14,082
shares
|
$1.65 Million
7.05% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,994
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
13,903
shares
|
$1.62 Million
0.35% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
13,887
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
13,878
shares
|
$1.62 Million
2.19% of portfolio
|
Q3 2025
Reduced 29.57%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,828
shares
|
$1.62 Million
0.94% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
13,810
shares
|
$1.61 Million
0.5% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
13,809
shares
|
$1.61 Million
1.05% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
13,804
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
13,801
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
13,795
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2025
Added 16.86%
|
|