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 |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$846,811
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
7,199
shares
|
$841,203
0.14% of portfolio
|
Q3 2025
Added 15.98%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
7,196
shares
|
$840,852
0.34% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
7,195
shares
|
$840,735
0.07% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
7,188
shares
|
$839,917
0.21% of portfolio
|
Q3 2025
Reduced 48.82%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
7,182
shares
|
$839,216
0.64% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
7,176
shares
|
$838,515
0.05% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
7,157
shares
|
$836,295
0.05% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
7,095
shares
|
$829,050
0.33% of portfolio
|
Q4 2025
Reduced 13.25%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
7,083
shares
|
$827,648
0.01% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$826,012
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
7,060
shares
|
$824,961
0.42% of portfolio
|
Q2 2025
Added 66.47%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
7,048
shares
|
$823,558
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 20, 2026 Q4 2025 |
7,031
shares
|
$821,572
0.14% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
7,016
shares
|
$819,819
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
7,016
shares
|
$819,819
0.29% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
7,015
shares
|
$819,702
0.71% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,995
shares
|
$817,365
0.3% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
6,989
shares
|
$816,664
0.0% of portfolio
|
Q3 2025
Added 6.17%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
6,978
shares
|
$815,379
0.63% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
6,963
shares
|
$813,626
0.03% of portfolio
|
Q4 2025
Added 43.6%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
6,958
shares
|
$813,042
0.52% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
6,935
shares
|
$810,354
0.35% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
6,933
shares
|
$810,121
0.13% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
6,924
shares
|
$809,069
0.12% of portfolio
|
Q4 2025
Reduced 11.47%
|
|