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 |
|---|---|---|---|---|---|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
4,910
shares
|
$573,733
0.2% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
4,902
shares
|
$572,798
0.02% of portfolio
|
Q4 2025
Added 1.98%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
4,901
shares
|
$572,681
0.06% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
4,896
shares
|
$572,097
0.37% of portfolio
|
Q3 2025
Reduced 14.67%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
4,877
shares
|
$569,877
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,871
shares
|
$569,176
0.21% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,871
shares
|
$569,176
0.13% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$568,942
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,869
shares
|
$568,942
0.12% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
4,846
shares
|
$566,255
0.3% of portfolio
|
Q3 2025
Reduced 18.36%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,844
shares
|
$566,021
0.38% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,832
shares
|
$564,619
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,815
shares
|
$562,632
0.0% of portfolio
|
Q3 2025
Reduced 98.78%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,812
shares
|
$562,282
0.06% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
4,800
shares
|
$560,880
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
4,796
shares
|
$560,412
0.03% of portfolio
|
Q4 2025
Reduced 7.47%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,779
shares
|
$558,426
0.07% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
4,759
shares
|
$556,089
0.04% of portfolio
|
Q3 2025
Added 62.31%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,758
shares
|
$555,972
0.21% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,749
shares
|
$554,920
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
4,744
shares
|
$554,336
0.16% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
4,744
shares
|
$554,336
0.15% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
4,724
shares
|
$551,999
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
4,723
shares
|
$551,882
0.39% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
4,714
shares
|
$550,830
0.15% of portfolio
|
Q3 2025
Reduced 7.82%
|
|