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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
8,417
shares
|
$983,526
0.15% of portfolio
|
Q4 2025
Reduced 4.84%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
8,402
shares
|
$981,773
0.68% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Nov 20, 2025 Q3 2025 |
8,383
shares
|
$979,553
0.54% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
8,378
shares
|
$978,969
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
8,375
shares
|
$978,618
0.19% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
8,367
shares
|
$977,683
0.06% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,350
shares
|
$975,697
0.34% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
8,340
shares
|
$974,529
0.1% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
8,304
shares
|
$970,322
0.04% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,260
shares
|
$965,181
0.02% of portfolio
|
Q1 2024
Reduced 25.42%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
8,252
shares
|
$964,246
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
8,207
shares
|
$958,987
1.73% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
8,203
shares
|
$958,520
0.98% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
8,165
shares
|
$954,080
0.49% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
8,142
shares
|
$951,392
0.86% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
8,112
shares
|
$947,887
0.04% of portfolio
|
Q3 2025
Reduced 14.95%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
8,056
shares
|
$941,343
0.14% of portfolio
|
Q4 2025
Reduced 16.92%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
8,047
shares
|
$940,291
0.11% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,032
shares
|
$938,539
0.04% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
8,014
shares
|
$936,435
0.16% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
8,006
shares
|
$935,501
0.35% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 15, 2026 Q4 2025 |
7,967
shares
|
$930,943
0.61% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
7,952
shares
|
$929,191
0.31% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,929
shares
|
$926,503
0.32% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
7,914
shares
|
$924,750
0.01% of portfolio
|
Q3 2025
Reduced 4.86%
|
|