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 |
|---|---|---|---|---|---|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
9,610
shares
|
$1.12 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Finward Bancorp
Munster, IN |
Jan 21, 2026 Q4 2025 |
9,597
shares
|
$1.12 Million
0.9% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
9,564
shares
|
$1.12 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
9,561
shares
|
$1.12 Million
0.14% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
9,495
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2025
Added 3.96%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,487
shares
|
$1.11 Million
0.76% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
9,486
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2025
Added 147.68%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
9,470
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 31.54%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
9,425
shares
|
$1.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$1.1 Million
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Rpg Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
9,382
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2025
Added 12.41%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
9,373
shares
|
$1.1 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
9,365
shares
|
$1.09 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
9,359
shares
|
$1.09 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
9,353
shares
|
$1.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,336
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2025
Added 39.45%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
9,322
shares
|
$1.09 Million
0.77% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
9,280
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2022
Added 49.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
9,278
shares
|
$1.08 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
9,275
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Woodstock Corp
|
Jan 14, 2026 Q4 2025 |
9,245
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 22.34%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Jan 22, 2026 Q4 2025 |
9,244
shares
|
$1.08 Million
0.64% of portfolio
|
Q4 2025
Reduced 10.8%
|
|