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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 20, 2026 Q4 2025 |
6,576
shares
|
$768,405
0.31% of portfolio
|
Q4 2025
Added 8.28%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
6,570
shares
|
$767,704
0.65% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
6,563
shares
|
$766,886
0.21% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,557
shares
|
$766,185
0.4% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
6,521
shares
|
$761,978
0.14% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$760,342
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
6,504
shares
|
$759,992
0.25% of portfolio
|
Q3 2025
Reduced 49.3%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
6,475
shares
|
$756,603
0.28% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,473
shares
|
$756,370
0.28% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Lincoln Capital Corp
|
Jan 22, 2026 Q4 2025 |
6,472
shares
|
$756,253
0.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,444
shares
|
$752,981
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,435
shares
|
$751,929
0.21% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,419
shares
|
$750,060
0.04% of portfolio
|
Q3 2025
Added 114.83%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,415
shares
|
$749,592
0.25% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
6,394
shares
|
$747,138
0.23% of portfolio
|
Q4 2025
Reduced 14.83%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
6,380
shares
|
$745,503
0.04% of portfolio
|
Q4 2025
Reduced 32.66%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
6,375
shares
|
$744,918
0.29% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
6,366
shares
|
$743,867
0.01% of portfolio
|
Q4 2025
Added 5.22%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
6,362
shares
|
$743,399
0.43% of portfolio
|
Q3 2025
Reduced 32.07%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
6,355
shares
|
$742,581
0.17% of portfolio
|
Q4 2025
Added 25.97%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
6,330
shares
|
$739,660
0.01% of portfolio
|
Q3 2025
Reduced 49.42%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
6,327
shares
|
$739,309
0.21% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
6,315
shares
|
$737,907
0.83% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,306
shares
|
$736,856
0.33% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
6,300
shares
|
$736,155
0.37% of portfolio
|
Q3 2025
Reduced 4.28%
|
|