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 |
|---|---|---|---|---|---|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
10,120
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
10,109
shares
|
$1.18 Million
1.62% of portfolio
|
Q3 2025
Reduced 28.59%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
10,073
shares
|
$1.18 Million
0.27% of portfolio
|
Q2 2025
Reduced 26.99%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
10,072
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
10,069
shares
|
$1.18 Million
0.74% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
10,041
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
10,005
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2025
Reduced 28.51%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
9,975
shares
|
$1.17 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
9,969
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,933
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
9,921
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
9,905
shares
|
$1.16 Million
0.51% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
9,861
shares
|
$1.15 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
9,858
shares
|
$1.15 Million
0.75% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
9,793
shares
|
$1.14 Million
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,785
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
9,761
shares
|
$1.14 Million
0.41% of portfolio
|
Q3 2025
Reduced 12.65%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
9,755
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,727
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
9,723
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
9,720
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
9,688
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
9,671
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2025
Added 8.71%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
9,638
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 64.41%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,620
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|