Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Nationwide Fund Advisors
|
BUY
|
- |
1.05M+ 98.77% |
$119M - $127M
|
2.1M
$246M
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
963K+ 4564.08% |
$110M - $117M
|
984K
$115M
|
|
|
Jan 27, 2026
Q4 2025
|
West End Advisors, LLC
|
BUY
|
- |
915KNew |
$105M - $111M
|
915K
$107M
|
|
|
Jan 28, 2026
Q4 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
568K+ 92.05% |
$64.9M - $68.9M
|
1.19M
$139M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
228K+ 174.7% |
$26.1M - $27.7M
|
359K
$42M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
228K+ 24.51% |
$26M - $27.6M
|
1.16M
$135M
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
190KNew |
$21.7M - $23M
|
190K
$22.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
178K+ 4.65% |
$20.4M - $21.6M
|
4.01M
$469M
|
|
|
Jan 26, 2026
Q4 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
173K+ 448.31% |
$19.8M - $21M
|
212K
$24.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157K+ 31.18% |
$17.9M - $19M
|
659K
$77M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
140K+ 133.05% |
$16M - $16.9M
|
245K
$28.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
97.4KNew |
$11.1M - $11.8M
|
97.4K
$11.4M
|
|
|
Jan 30, 2026
Q4 2025
|
Cannon Capital Management, Inc.
Salt Lake City, UT |
BUY
|
- |
67.8KNew |
$7.75M - $8.22M
|
67.8K
$7.93M
|
|
|
Jan 28, 2026
Q4 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
66.1K+ 163.78% |
$7.55M - $8.01M
|
106K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
61.9K+ 104.31% |
$7.07M - $7.5M
|
121K
$14.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56.5K+ 25.34% |
$6.46M - $6.85M
|
280K
$32.7M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
55.7K+ 21.45% |
$6.36M - $6.75M
|
315K
$36.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
55.4KNew |
$6.33M - $6.71M
|
55.4K
$6.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
51KNew |
$5.83M - $6.18M
|
51K
$5.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
51K+ 5.74% |
$5.82M - $6.17M
|
939K
$110M
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
49.8K+ 84.68% |
$5.69M - $6.03M
|
109K
$12.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
45.7K+ 20.37% |
$5.23M - $5.54M
|
270K
$31.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
42.6KNew |
$4.87M - $5.16M
|
42.6K
$4.98M
|
|
|
Jan 28, 2026
Q4 2025
|
Global Trust Wealth Management LLC
West Palm Beach, FL |
BUY
|
- |
41.7KNew |
$4.77M - $5.05M
|
41.7K
$4.87M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
41.2KNew |
$4.7M - $4.99M
|
41.2K
$4.81M
|
|
|
Jan 21, 2026
Q4 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
39.9K+ 541.44% |
$4.56M - $4.84M
|
47.3K
$5.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
38.5KNew |
$4.4M - $4.67M
|
38.5K
$4.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
36.3K+ 8.9% |
$4.15M - $4.4M
|
445K
$51.9M
|
|
|
Jan 30, 2026
Q4 2025
|
Keybank National Association
|
BUY
|
- |
35.5K+ 0.94% |
$4.06M - $4.3M
|
3.81M
$446M
|
|
|
Jan 23, 2026
Q4 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
34.3K+ 24.33% |
$3.92M - $4.16M
|
175K
$20.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
34K+ 13.69% |
$3.89M - $4.12M
|
282K
$33M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33.7K+ 1303.17% |
$3.86M - $4.09M
|
36.3K
$4.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32.6K+ 23.47% |
$3.73M - $3.95M
|
172K
$20M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
31KNew |
$3.54M - $3.75M
|
31K
$3.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
30.8K+ 574.65% |
$3.52M - $3.73M
|
36.2K
$4.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
30.7KNew |
$3.51M - $3.72M
|
30.7K
$3.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.1K+ 8.06% |
$3.44M - $3.64M
|
403K
$47.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
29.8KNew |
$3.4M - $3.61M
|
29.8K
$3.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
29.3K+ 7.66% |
$3.34M - $3.54M
|
411K
$48M
|
|
|
Jan 28, 2026
Q4 2025
|
Aureum Wealth Management, LLC
North Palm Beach, FL |
BUY
|
- |
28.9KNew |
$3.3M - $3.5M
|
28.9K
$3.38M
|
|
|
Jan 27, 2026
Q4 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
26.6K+ 6.96% |
$3.04M - $3.23M
|
410K
$47.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
25.8K+ 22.27% |
$2.94M - $3.12M
|
141K
$16.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
24.5K+ 9.53% |
$2.8M - $2.97M
|
282K
$32.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
24.2K+ 30.33% |
$2.76M - $2.93M
|
104K
$12.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
22.7K+ 3.38% |
$2.59M - $2.75M
|
695K
$81.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21.9K+ 16.51% |
$2.51M - $2.66M
|
155K
$18.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
21.9KNew |
$2.5M - $2.65M
|
21.9K
$2.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
21.7K+ 6.3% |
$2.47M - $2.62M
|
365K
$42.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21.4K+ 4.87% |
$2.45M - $2.59M
|
461K
$53.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
20.5K+ 14.01% |
$2.34M - $2.49M
|
167K
$19.5M
|
|