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 |
|---|---|---|---|---|---|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,591
shares
|
$887,008
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
7,588
shares
|
$886,657
0.23% of portfolio
|
Q3 2025
Reduced 67.07%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
7,580
shares
|
$885,723
0.31% of portfolio
|
Q4 2025
Reduced 7.65%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,564
shares
|
$883,853
0.32% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
7,554
shares
|
$882,684
0.28% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
7,548
shares
|
$881,983
0.3% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
7,535
shares
|
$880,464
0.2% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
7,516
shares
|
$878,244
0.53% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Bowman & CO S.C.
|
Jan 23, 2026 Q4 2025 |
7,513
shares
|
$877,894
0.38% of portfolio
|
Q4 2025
Added 2.72%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
7,500
shares
|
$876,375
0.3% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
7,499
shares
|
$876,258
0.07% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
7,476
shares
|
$873,570
0.03% of portfolio
|
Q4 2025
Reduced 7.29%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,412
shares
|
$866,092
0.03% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
7,411
shares
|
$865,975
0.61% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
7,400
shares
|
$864,690
0.06% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
7,395
shares
|
$864,105
0.17% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
7,390
shares
|
$863,521
0.01% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
7,383
shares
|
$862,703
0.04% of portfolio
|
Q3 2025
Reduced 87.98%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
7,382
shares
|
$862,586
0.6% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
7,314
shares
|
$854,640
0.49% of portfolio
|
Q4 2025
Added 2.09%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,313
shares
|
$854,524
0.14% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,291
shares
|
$851,953
0.04% of portfolio
|
Q3 2025
Added 180.86%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
7,290
shares
|
$851,836
0.29% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
7,265
shares
|
$848,915
0.4% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$848,447
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|