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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 23, 2026 Q4 2025 |
4,000
shares
|
$467,400
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,999
shares
|
$467,283
0.1% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,997
shares
|
$467,049
0.05% of portfolio
|
Q3 2025
Reduced 32.83%
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
3,968
shares
|
$463,660
0.11% of portfolio
|
Q4 2025
Reduced 3.05%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
3,966
shares
|
$463,427
0.34% of portfolio
|
Q4 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,962
shares
|
$462,959
0.07% of portfolio
|
Q3 2025
Added 35.96%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,954
shares
|
$462,024
0.02% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
3,931
shares
|
$459,337
0.26% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
3,929
shares
|
$459,103
0.07% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$457,584
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$456,766
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,895
shares
|
$455,130
0.04% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
3,891
shares
|
$454,663
0.1% of portfolio
|
Q4 2025
Reduced 5.83%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$452,676
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
3,870
shares
|
$452,209
0.3% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
3,866
shares
|
$451,742
0.1% of portfolio
|
Q4 2025
Added 26.26%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
3,859
shares
|
$450,924
0.05% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,856
shares
|
$450,573
0.05% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,852
shares
|
$450,106
0.05% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,843
shares
|
$449,054
0.08% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
3,833
shares
|
$447,886
0.1% of portfolio
|
Q2 2025
Reduced 29.4%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$446,834
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,817
shares
|
$446,016
0.05% of portfolio
|
Q4 2025
Reduced 4.5%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
3,802
shares
|
$444,263
0.19% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
3,797
shares
|
$443,679
0.02% of portfolio
|
Q3 2025
Reduced 0.42%
|
|