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 |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
11,165
shares
|
$1.3 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
11,165
shares
|
$1.3 Million
0.51% of portfolio
|
Q3 2025
Added 10.46%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
11,156
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 41.27%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
11,154
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 53.87%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
11,085
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,080
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
11,073
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2025
Reduced 8.46%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
10,985
shares
|
$1.28 Million
0.29% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Paladin Advisory Group, LLC
|
Jan 21, 2026 Q4 2025 |
10,981
shares
|
$1.28 Million
0.98% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,972
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
10,935
shares
|
$1.28 Million
0.66% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
10,887
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,886
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
10,885
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
10,856
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
10,817
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2025
Reduced 45.54%
|
|
|
Kg&L Capital Management,Llc
|
Jan 22, 2026 Q4 2025 |
10,764
shares
|
$1.26 Million
0.29% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
10,735
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
10,729
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
10,728
shares
|
$1.25 Million
0.71% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
10,728
shares
|
$1.25 Million
0.63% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
10,683
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
10,648
shares
|
$1.24 Million
0.28% of portfolio
|
Q3 2025
Added 0.07%
|
|