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 |
|---|---|---|---|---|---|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$629,821
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,386
shares
|
$629,354
0.09% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,376
shares
|
$628,185
0.18% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,353
shares
|
$625,498
0.0% of portfolio
|
Q3 2025
Reduced 99.37%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
5,350
shares
|
$625,147
0.3% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,335
shares
|
$623,394
0.21% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
5,304
shares
|
$619,772
0.42% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
5,300
shares
|
$619,305
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
5,292
shares
|
$618,370
0.33% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
5,289
shares
|
$618,019
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
5,287
shares
|
$617,785
0.09% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$616,968
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
5,267
shares
|
$615,448
0.1% of portfolio
|
Q4 2025
Reduced 3.82%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$615,332
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
5,238
shares
|
$612,060
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,226
shares
|
$610,658
0.04% of portfolio
|
Q4 2025
Added 25.87%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
5,223
shares
|
$610,307
0.13% of portfolio
|
Q4 2025
Reduced 12.7%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
5,220
shares
|
$609,957
0.37% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2026 Q4 2025 |
5,217
shares
|
$609,606
0.42% of portfolio
|
Q4 2025
Reduced 10.99%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Nov 12, 2025 Q3 2025 |
5,210
shares
|
$608,788
0.18% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
5,195
shares
|
$607,035
0.22% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
5,183
shares
|
$605,633
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Oct 14, 2025 Q3 2025 |
5,157
shares
|
$602,595
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
5,150
shares
|
$601,777
0.14% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
5,145
shares
|
$601,193
0.05% of portfolio
|
Q2 2024
Added 17.14%
|
|