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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$491,354
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
4,204
shares
|
$491,237
0.04% of portfolio
|
Q4 2025
Reduced 37.1%
|
|
|
Gw Henssler & Associates LTD
|
Jan 23, 2026 Q3 2025 |
4,200
shares
|
$490,770
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$490,653
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
4,194
shares
|
$490,068
0.09% of portfolio
|
Q4 2025
Added 1.04%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
4,183
shares
|
$488,783
0.03% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
4,177
shares
|
$488,082
0.04% of portfolio
|
Q4 2025
Reduced 6.47%
|
|
|
Kooman & Associates
Altoona, PA |
Jan 22, 2026 Q4 2025 |
4,145
shares
|
$484,343
0.15% of portfolio
|
Q4 2025
Reduced 3.6%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
4,125
shares
|
$482,006
0.04% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$481,071
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,106
shares
|
$479,786
0.22% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,101
shares
|
$479,201
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
4,088
shares
|
$477,682
0.03% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
4,087
shares
|
$477,565
0.36% of portfolio
|
Q4 2025
Reduced 20.04%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,066
shares
|
$475,112
0.03% of portfolio
|
Q3 2025
Added 42.52%
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
4,065
shares
|
$474,995
0.26% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
4,051
shares
|
$473,359
0.02% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
4,050
shares
|
$473,242
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
4,040
shares
|
$472,074
0.34% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,038
shares
|
$471,840
0.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
4,025
shares
|
$470,321
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,020
shares
|
$469,737
0.11% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,015
shares
|
$469,152
0.06% of portfolio
|
Q2 2025
Reduced 15.37%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
4,008
shares
|
$468,334
0.18% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
4,005
shares
|
$467,984
0.34% of portfolio
|
Q3 2025
Added 6.94%
|
|