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 |
|---|---|---|---|---|---|
|
F&V Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
3,770
shares
|
$440,524
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
3,770
shares
|
$440,524
0.16% of portfolio
|
Q3 2025
Reduced 25.68%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
3,763
shares
|
$439,706
0.04% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
3,753
shares
|
$438,538
0.18% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,743
shares
|
$437,369
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jan 12, 2026 Q4 2025 |
3,730
shares
|
$435,850
0.33% of portfolio
|
Q4 2025
Reduced 2.61%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
3,724
shares
|
$435,149
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
3,712
shares
|
$433,747
0.28% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
3,710
shares
|
$433,513
0.18% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
3,699
shares
|
$432,228
0.08% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
3,689
shares
|
$431,059
0.09% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Ashford Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
3,685
shares
|
$430,592
0.1% of portfolio
|
Q4 2025
Reduced 34.92%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
3,672
shares
|
$429,073
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
3,656
shares
|
$427,203
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
3,646
shares
|
$426,035
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
3,642
shares
|
$425,567
0.6% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,627
shares
|
$423,814
0.08% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
3,609
shares
|
$421,711
0.06% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
3,604
shares
|
$421,127
0.12% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$420,075
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,583
shares
|
$418,673
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
3,581
shares
|
$418,439
0.34% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
3,577
shares
|
$417,972
0.06% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
3,566
shares
|
$416,687
0.08% of portfolio
|
Q4 2025
Added 28.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,565
shares
|
$416,570
0.01% of portfolio
|
Q3 2025
Reduced 40.48%
|
|