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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
13,306
shares
|
$1.55 Million
0.23% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
13,275
shares
|
$1.55 Million
1.15% of portfolio
|
Q3 2025
Reduced 14.89%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,268
shares
|
$1.55 Million
0.73% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
13,267
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2025
Added 51.42%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
13,243
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
13,226
shares
|
$1.55 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
13,185
shares
|
$1.54 Million
0.74% of portfolio
|
Q4 2025
Reduced 30.73%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
13,080
shares
|
$1.53 Million
2.16% of portfolio
|
Q4 2023
Reduced 9.92%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
13,070
shares
|
$1.53 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
13,063
shares
|
$1.53 Million
0.24% of portfolio
|
Q4 2025
Added 5.72%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,004
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2023
Added 101.71%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
12,972
shares
|
$1.52 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,972
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.82%
|
|
|
Nova R Wealth, Inc.
|
Jan 14, 2026 Q4 2025 |
12,961
shares
|
$1.51 Million
0.6% of portfolio
|
Q4 2025
Reduced 15.16%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
12,933
shares
|
$1.51 Million
1.12% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
12,900
shares
|
$1.51 Million
0.46% of portfolio
|
Q1 2024
Added 795.83%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,896
shares
|
$1.51 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,835
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
12,805
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
12,721
shares
|
$1.49 Million
1.3% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
12,663
shares
|
$1.48 Million
0.37% of portfolio
|
Q4 2025
Reduced 8.2%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
12,637
shares
|
$1.48 Million
0.94% of portfolio
|
Q4 2025
Reduced 47.01%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
12,614
shares
|
$1.47 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
12,598
shares
|
$1.47 Million
0.27% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
12,438
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2025
Added 0.54%
|
|