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 2,914 institutions that hold shares in the stock, with a total of 539 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
12,594
shares
|
$1.47 Million
1.05% of portfolio
|
Q4 2025
Reduced 11.63%
|
|
|
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%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
12,428
shares
|
$1.45 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
12,379
shares
|
$1.45 Million
0.99% of portfolio
|
Q4 2025
Reduced 12.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
12,353
shares
|
$1.44 Million
1.06% of portfolio
|
Q4 2025
Reduced 4.49%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
12,350
shares
|
$1.44 Million
0.34% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
12,336
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
12,332
shares
|
$1.44 Million
0.67% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
12,272
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
12,268
shares
|
$1.43 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
12,190
shares
|
$1.42 Million
0.38% of portfolio
|
Q3 2025
Reduced 72.0%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
12,118
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
12,115
shares
|
$1.42 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,114
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
12,110
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2025
Added 7.15%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
12,110
shares
|
$1.42 Million
1.44% of portfolio
|
Q4 2025
Added 4.48%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.41 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
11,993
shares
|
$1.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,985
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2023
Added 399.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
11,966
shares
|
$1.4 Million
0.41% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
11,965
shares
|
$1.4 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
11,942
shares
|
$1.4 Million
0.76% of portfolio
|
Q4 2025
Added 7.76%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Nov 12, 2025 Q3 2025 |
11,928
shares
|
$1.39 Million
1.33% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
11,909
shares
|
$1.39 Million
0.4% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,893
shares
|
$1.39 Million
0.27% of portfolio
|
Q1 2023
Added 6.84%
|
|