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 |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
8,764
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2025
Added 15.09%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,725
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
8,695
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2025
Added 10.41%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
8,694
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
8,681
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,663
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2024
Added 61.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
8,659
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
8,648
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jan 21, 2026 Q4 2025 |
8,635
shares
|
$1.01 Million
0.88% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
8,631
shares
|
$1.01 Million
0.54% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
8,619
shares
|
$1.01 Million
0.53% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Gemmer Asset Management LLC
|
Jan 23, 2026 Q4 2025 |
8,614
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2025
Added 16.74%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
8,612
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
8,594
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
8,593
shares
|
$1 Million
0.27% of portfolio
|
Q4 2025
Reduced 29.62%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
8,584
shares
|
$1 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
8,557
shares
|
$999,885
0.04% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
8,552
shares
|
$999,301
0.3% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,500
shares
|
$993,225
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,484
shares
|
$991,355
0.08% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
8,479
shares
|
$990,771
0.79% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Defined Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
8,459
shares
|
$988,434
0.6% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
8,439
shares
|
$986,097
0.59% of portfolio
|
Q3 2025
Reduced 19.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
8,433
shares
|
$985,396
0.21% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
8,423
shares
|
$984,227
0.49% of portfolio
|
Q4 2025
Added 0.72%
|
|