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 |
|---|---|---|---|---|---|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$922,998
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
7,895
shares
|
$922,530
0.13% of portfolio
|
Q4 2025
Added 3.73%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,884
shares
|
$921,245
0.04% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,875
shares
|
$920,193
1.03% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
7,863
shares
|
$918,791
0.09% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
7,854
shares
|
$917,739
0.1% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
7,843
shares
|
$916,454
0.1% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
7,835
shares
|
$915,519
0.5% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$914,818
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
7,826
shares
|
$914,468
0.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
7,821
shares
|
$913,883
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
7,816
shares
|
$913,299
0.11% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
7,807
shares
|
$912,247
0.39% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
7,795
shares
|
$910,845
0.03% of portfolio
|
Q3 2025
Added 178.89%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
7,769
shares
|
$907,807
0.16% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,727
shares
|
$902,899
0.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
7,697
shares
|
$899,394
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
7,696
shares
|
$899,277
0.3% of portfolio
|
Q4 2025
Added 4.82%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
7,637
shares
|
$892,383
0.16% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
7,631
shares
|
$891,682
0.09% of portfolio
|
Q4 2025
Reduced 6.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$890,397
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,609
shares
|
$889,111
0.28% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
7,605
shares
|
$888,644
0.06% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
7,605
shares
|
$888,644
0.3% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
7,592
shares
|
$887,125
0.22% of portfolio
|
Q3 2025
Reduced 0.2%
|
|