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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
9,209
shares
|
$1.08 Million
0.38% of portfolio
|
Q4 2025
Added 6.76%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
9,169
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Chandler Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
9,150
shares
|
$1.07 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,147
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2025
Added 56.79%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,129
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2025
Added 8.56%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
9,121
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
9,117
shares
|
$1.07 Million
0.58% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
9,115
shares
|
$1.07 Million
0.24% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
9,029
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2025
Added 2.47%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
9,009
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 28.61%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
9,000
shares
|
$1.05 Million
0.93% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$1.05 Million
0.27% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,999
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
8,997
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
8,985
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2025
Added 72.06%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
8,931
shares
|
$1.04 Million
0.95% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 20, 2026 Q4 2025 |
8,924
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
8,920
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
8,891
shares
|
$1.04 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.01%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,863
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 54.68%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
8,848
shares
|
$1.03 Million
0.37% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
8,830
shares
|
$1.03 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,829
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,824
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2023
Reduced 7.71%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
8,793
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2025
Added 1.43%
|
|