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 |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,501
shares
|
$525,941
0.36% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
4,499
shares
|
$525,708
0.19% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
4,497
shares
|
$525,474
0.14% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
4,483
shares
|
$523,838
0.06% of portfolio
|
Q4 2025
Reduced 67.16%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
4,483
shares
|
$523,838
0.34% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$523,371
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
4,477
shares
|
$523,137
0.04% of portfolio
|
Q4 2025
Reduced 4.36%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
4,471
shares
|
$522,436
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$522,085
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
4,459
shares
|
$521,034
0.14% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,453
shares
|
$520,333
0.24% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
4,449
shares
|
$519,865
0.03% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
4,444
shares
|
$519,281
0.08% of portfolio
|
Q3 2025
Reduced 12.57%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
4,441
shares
|
$518,930
0.21% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
4,437
shares
|
$518,463
0.11% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,432
shares
|
$517,879
0.07% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,426
shares
|
$517,178
0.06% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,422
shares
|
$516,710
0.04% of portfolio
|
Q3 2025
Added 21.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
4,415
shares
|
$515,892
0.14% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
4,411
shares
|
$515,425
0.08% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,408
shares
|
$515,074
0.05% of portfolio
|
Q2 2025
Reduced 42.43%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
4,404
shares
|
$514,607
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
4,402
shares
|
$514,373
0.22% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
4,394
shares
|
$513,438
0.35% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
4,393
shares
|
$513,322
0.25% of portfolio
|
Q3 2025
Added 0.32%
|
|