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 |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
5,562
shares
|
$649,919
0.08% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
5,558
shares
|
$649,452
0.46% of portfolio
|
Q4 2025
Added 0.58%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
5,551
shares
|
$648,634
0.28% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 12, 2026 Q4 2025 |
5,550
shares
|
$648,517
0.28% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
5,545
shares
|
$647,933
0.09% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
5,542
shares
|
$647,582
0.16% of portfolio
|
Q3 2025
Reduced 59.47%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
5,542
shares
|
$647,582
0.13% of portfolio
|
Q3 2025
Reduced 59.47%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
5,534
shares
|
$646,647
0.1% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,527
shares
|
$645,829
0.02% of portfolio
|
Q4 2025
Reduced 4.18%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
5,527
shares
|
$645,829
0.33% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,493
shares
|
$641,857
0.18% of portfolio
|
Q3 2025
Reduced 10.58%
|
|
|
Sfm, LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
5,491
shares
|
$641,623
0.39% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,490
shares
|
$641,506
0.07% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
5,490
shares
|
$641,506
0.36% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
5,473
shares
|
$639,520
0.54% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
5,448
shares
|
$636,598
0.08% of portfolio
|
Q3 2025
Added 51.5%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
5,447
shares
|
$636,481
0.38% of portfolio
|
Q3 2025
Reduced 42.63%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,445
shares
|
$636,248
0.04% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
5,441
shares
|
$635,780
0.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
5,436
shares
|
$635,196
0.08% of portfolio
|
Q4 2025
Reduced 8.96%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
5,436
shares
|
$635,196
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
5,435
shares
|
$635,079
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,434
shares
|
$634,962
0.01% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
5,394
shares
|
$630,288
0.21% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
5,393
shares
|
$630,172
0.22% of portfolio
|
Q3 2025
Added 13.18%
|
|