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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
5,128
shares
|
$599,206
0.06% of portfolio
|
Q4 2025
Added 14.41%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
5,123
shares
|
$598,622
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
5,114
shares
|
$597,570
0.37% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
5,106
shares
|
$596,636
0.14% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,103
shares
|
$596,285
0.1% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
5,101
shares
|
$596,051
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,095
shares
|
$595,350
0.24% of portfolio
|
Q2 2022
Added 7.35%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,075
shares
|
$593,013
0.1% of portfolio
|
Q3 2025
Reduced 30.76%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,062
shares
|
$591,494
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
5,059
shares
|
$591,144
0.19% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
5,046
shares
|
$589,625
0.06% of portfolio
|
Q3 2025
Added 31.41%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
5,034
shares
|
$588,222
0.11% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
5,028
shares
|
$587,521
0.0% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
5,002
shares
|
$584,483
0.23% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$584,250
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
5,000
shares
|
$584,250
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
4,993
shares
|
$583,432
0.33% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
4,980
shares
|
$581,913
0.35% of portfolio
|
Q2 2025
Reduced 64.21%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,978
shares
|
$581,679
0.02% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,978
shares
|
$581,679
0.01% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$581,211
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$576,654
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 23, 2026 Q4 2025 |
4,933
shares
|
$576,421
0.09% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$574,668
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,914
shares
|
$574,200
0.12% of portfolio
|
Q4 2025
Added 23.84%
|
|