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 |
|---|---|---|---|---|---|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
13,764
shares
|
$1.61 Million
1.65% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
13,755
shares
|
$1.61 Million
0.54% of portfolio
|
Q4 2025
Added 77.94%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
13,719
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
13,710
shares
|
$1.6 Million
0.42% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
13,668
shares
|
$1.6 Million
0.8% of portfolio
|
Q4 2025
Reduced 51.71%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
13,660
shares
|
$1.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
13,644
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Reduced 46.6%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
13,643
shares
|
$1.59 Million
0.98% of portfolio
|
Q4 2025
Added 8.12%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
13,640
shares
|
$1.59 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
13,622
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
13,591
shares
|
$1.59 Million
0.26% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
13,561
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
13,550
shares
|
$1.58 Million
1.28% of portfolio
|
Q3 2022
Reduced 95.52%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
13,537
shares
|
$1.58 Million
1.24% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
13,467
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,446
shares
|
$1.57 Million
0.5% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
13,431
shares
|
$1.57 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
13,409
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
13,409
shares
|
$1.57 Million
0.5% of portfolio
|
Q4 2025
Reduced 3.5%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
13,403
shares
|
$1.57 Million
0.49% of portfolio
|
Q3 2025
Reduced 52.36%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
13,384
shares
|
$1.56 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
13,367
shares
|
$1.56 Million
0.19% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
13,363
shares
|
$1.56 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
13,320
shares
|
$1.56 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
13,318
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.52%
|
|