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 |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
6,913
shares
|
$807,784
0.6% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
6,904
shares
|
$806,732
0.48% of portfolio
|
Q4 2025
Reduced 2.4%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
6,898
shares
|
$806,031
0.28% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
6,896
shares
|
$805,797
0.15% of portfolio
|
Q3 2025
Reduced 33.85%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
6,886
shares
|
$804,629
0.3% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
6,883
shares
|
$804,278
0.1% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
6,881
shares
|
$804,044
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
6,881
shares
|
$804,044
0.12% of portfolio
|
Q4 2025
Reduced 0.79%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
6,880
shares
|
$803,928
0.13% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,853
shares
|
$800,773
0.54% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
6,777
shares
|
$791,892
0.01% of portfolio
|
Q2 2025
Reduced 98.84%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
6,764
shares
|
$790,373
0.1% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
6,756
shares
|
$789,438
0.2% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,753
shares
|
$789,088
0.42% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Schwab Charitable Fund
|
Jan 22, 2026 Q4 2025 |
6,741
shares
|
$787,685
0.02% of portfolio
|
Q4 2025
Reduced 3.42%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
6,720
shares
|
$785,232
0.12% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
6,708
shares
|
$783,829
0.11% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
6,683
shares
|
$780,908
0.09% of portfolio
|
Q4 2025
Added 8.77%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
6,678
shares
|
$780,324
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
6,676
shares
|
$780,090
0.23% of portfolio
|
Q3 2025
Added 174.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
6,646
shares
|
$776,585
0.52% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Oct 29, 2025 Q3 2025 |
6,632
shares
|
$774,949
0.59% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
6,613
shares
|
$772,729
0.13% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
6,586
shares
|
$769,574
0.07% of portfolio
|
Q4 2025
Reduced 9.47%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
6,580
shares
|
$768,873
0.34% of portfolio
|
Q1 2025
Reduced 1.02%
|
|