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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
4,714
shares
|
$550,830
0.26% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
4,698
shares
|
$548,961
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,690
shares
|
$548,026
0.06% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,687
shares
|
$547,675
0.16% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,684
shares
|
$547,325
0.17% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
4,680
shares
|
$546,858
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
4,666
shares
|
$545,222
0.0% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$544,754
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
4,660
shares
|
$544,521
0.26% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,651
shares
|
$543,469
0.01% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,640
shares
|
$542,184
0.15% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
4,622
shares
|
$540,080
0.13% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
4,618
shares
|
$539,613
0.17% of portfolio
|
Q4 2025
Added 17.27%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
4,602
shares
|
$537,743
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
4,602
shares
|
$537,743
0.11% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
4,594
shares
|
$536,808
0.07% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
4,580
shares
|
$535,173
0.05% of portfolio
|
Q4 2025
Added 1675.19%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
4,573
shares
|
$534,355
0.0% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
4,569
shares
|
$533,887
0.24% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
4,560
shares
|
$532,836
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,528
shares
|
$529,096
0.09% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$528,395
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
4,516
shares
|
$527,694
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 23, 2026 Q4 2025 |
4,510
shares
|
$526,993
0.07% of portfolio
|
Q4 2025
Reduced 1.31%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
4,508
shares
|
$526,759
0.03% of portfolio
|
Q3 2025
Added 52.35%
|
|