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Who Owns iShares Core S&P Small-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core S&P Small-Cap ETF.
Who crossed 5% of IJR →Managers holding
169
as of 2026-09-30
Reported value
$1.5B
summed across filings
Shares held
11.2M
Added vs trimmed
74 / 69
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Valeo Financial Advisors, LLCETF2.1M shtrimmed | $253.2M |
| Acropolis Investment Management, LLCCORE S&P SCP ETF968.9K shtrimmed | $131.8M |
| Farther Finance Advisors, LLCETF827.9K shadded | $112.6M |
| Bangor Savings BankCORE S&P SCP ETF427.5K shtrimmed | $58.2M |
| SigFig Wealth Management, LLCCORE S&P SCP ETF412.3K shadded | $56.1M |
| Graves Light Lenhart Wealth, Inc.CORE S&P SCP ETF318.8K shadded | $43.4M |
| Grove Bank & TrustCORE S&P SCP ETF273.8K shtrimmed | $37.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF270.2K shadded | $36.8M |
| RTD Financial Advisors, Inc.CORE S&P SCP ETF267K shtrimmed | $36.3M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund256.8K shtrimmed | $34.9M |
| Financial Enhancement Group LLCCORE S&P SCP ETF248.4K shadded | $34M |
| Pathway Financial Advisors LLCCORE S&P SCP ETF225.8K shadded | $30.7M |
| Factor Wealth Management LTDCORE S&P SCP ETF206.5K shadded | $28.1M |
| Avidian Wealth Enterprises, LLCCORE S&P SCP ETF198.6K shadded | $27M |
| Apella Capital, LLCCORE S&P SCP ETF194.6K shadded | $26.7M |
| Roth Financial Partners LLCCORE S&P SCP ETF193.8K shtrimmed | $26.4M |
| FINANCIAL MANAGEMENT NETWORK INCCORE S&P SCP ETF181.4K shtrimmed | $25.1M |
| Whitcomb & Hess, Inc.CORE S&P SCP ETF179.2K shadded | $24.4M |
| TITLEIST ASSET MANAGEMENT, LLCCORE S&P SCP ETF148K shtrimmed | $20.1M |
| Venture Visionary Partners LLCCORE S&P SCP ETF138.2K shadded | $18.8M |
| SAPIENT CAPITAL LLCCORE S&P SCP ETF136.7K shtrimmed | $18.6M |
| jvl associates llcCORE S&P SCP ETF136.2K shtrimmed | $18.5M |
| YHB Investment Advisors, Inc.CORE S&P SCP ETF135.9K shtrimmed | $18.5M |
| CoreCap Advisors, LLCETF130.7K shadded | $17.8M |
| HWG Holdings LPCOM123.5K shadded | $16.8M |
| DIVERSIFIED MANAGEMENT INCCORE S&P SCP ETF112.4K shadded | $15.3M |
| Iowa State BankCom102.6K shadded | $14M |
| Sprinkle Financial Consultants LLCCORE S&P SCP ETF97.7K shadded | $13.3M |
| Kure Advisory, LLCCORE S&P SCP ETF91.9K shadded | $12.5M |
| Shulman DeMeo Asset Management LLCCORE S&P SCP ETF85.2K shtrimmed | $11.8M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.CORE S&P SCP ETF86.7K shtrimmed | $11.8M |
| Councilor Wealth, LLCCORE S&P SCP ETF76.8K shtrimmed | $10.4M |
| RIVERSEDGE ADVISORS, LLCCORE S&P SCP ETF73.8K shadded | $10M |
| Hiley Hunt Wealth ManagementCORE S&P SCP ETF68.6K shadded | $9.3M |
| Partnership Wealth Management, LLCETF66.5K shtrimmed | $9M |
| KFA Private Wealth Group, LLCCORE S&P SCP ETF64.8K shtrimmed | $8.8M |
| MOODY NATIONAL BANK TRUST DIVISIONCORE S&P SCP ETF54.1K shtrimmed | $7.4M |
| Ballew Advisors, IncCORE S&P SCP ETF52.1K shtrimmed | $7.2M |
| ELEVATION WEALTH PARTNERS, LLCCORE S&P SCP ETF51.7K shadded | $7M |
| Legacy Private Trust Co.CORE S&P SCP ETF51.4K shtrimmed | $7M |
| Wedmont Private CapitalCORE S&P SCP ETF48.5K shadded | $6.7M |
| Lee, Kelleher & Klein Wealth ManagementCORE S&P SCP ETF46.2K shadded | $6.3M |
| ANB BANKCom41.5K shtrimmed | $5.6M |
| Wealth Enhancement Trust Services, Inc.CORE S&P SCP ETF40.5K shtrimmed | $5.5M |
| Greenfield Savings BankCORE S&P SCP ETF40.4K shtrimmed | $5.5M |
| Adirondack Capital Advisors, LLCCORE S&P SCP ETF40.3K shadded | $5.5M |
| CENTRAL BANK & TRUST COEquities36.6K shadded | $5M |
| Heartwood Wealth Advisors LLCETF36.1K shadded | $4.9M |
| Capital Planning LLCExchange Traded Fund36K shtrimmed | $4.9M |
| Post Resch Tallon Group Inc.CORE S&P SCP ETF35.2K shadded | $4.8M |
| MJT & Associates Financial Advisory Group, Inc.ETF34.8K shadded | $4.7M |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU32.8K shheld | $4.5M |
| JUNCTURE WEALTH STRATEGIES, LLCCORE S&P SCP ETF30.3K shtrimmed | $4.1M |
| Galvin, Gaustad & Stein, LLCCORE S&P SCP ETF29.9K shtrimmed | $4.1M |
| GAMMA Investing LLCETF29.4K shadded | $4M |
| Baron Financial Group, LLCCORE S&P SCP ETF29.1K shtrimmed | $4M |
| Breakwater Capital GroupCORE S&P SCP ETF28.5K shadded | $3.9M |
| Delta Wealth Advisors LLCCORE S&P SCP ETF28.2K shtrimmed | $3.8M |
| Gallagher Capital Advisors, LLCCORE S&P SCP ETF26.4K shtrimmed | $3.6M |
| David J Yvars GroupCORE S&P SCP ETF22.6K shadded | $3.1M |
| AMERICAN NATIONAL BANK & TRUSTCORE S&P SCP ETF22.3K shtrimmed | $3M |
| RVW Wealth, LLCCORE S&P SCP ETF22.2K shadded | $3M |
| Peterson Wealth Advisors, LLCCORE S&P SCP ETF21.1K shtrimmed | $2.9M |
| Emergent Wealth Advisors, LLCCORE S&P SCP ETF20.6K shtrimmed | $2.8M |
| Gerald Baker Financial Group LLCCORE S&P SCP ETF19.5K shadded | $2.6M |
| EASTERN BANKCORE S&P SCP ETF17K shtrimmed | $2.3M |
| Sunburst Financial Group, LLCCORE S&P SCP ETF17K shadded | $2.3M |
| CYPRESS FINANCIAL PLANNING LLCCORE S&P SCP ETF15.9K shtrimmed | $2.2M |
| CAMELOT TECHNOLOGY ADVISORS, INC.CORE S&P SCP ETF15.9K shadded | $2.2M |
| WINEBRENNER CAPITAL MANAGEMENT LLCCORE S&P SCP ETF15.7K shtrimmed | $2.1M |
| MKD WEALTH COACHES, LLCCORE S&P SCP ETF14.6K shadded | $2M |
| General Partner, Inc.CL14.1K shheld | $1.9M |
| STEPH & COCORE S&P SCP ETF14K shtrimmed | $1.9M |
| Hardin Capital Partners, LLCCORE S&P SCP ETF12.7K shadded | $1.7M |
| ROCKLAND TRUST COCORE S&P SCP ETF12.5K shadded | $1.7M |
| Bullock Wealth Management GroupETF12.3K shadded | $1.7M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCORE S&P SCP ETF12.4K shheld | $1.7M |
| Olistico Wealth, LLCETF11.7K shadded | $1.6M |
| Leverty Financial Group, LLCCORE S&P SCP ETF11.5K shtrimmed | $1.6M |
| Stokes Capital Advisors, LLCCORE S&P SCP ETF10.7K shadded | $1.5M |
| Sound Income Strategies, LLCCORE S&P SCP ETF10.4K shtrimmed | $1.4M |
| Lincoln Capital LLCCORE S&P SCP ETF10.4K shtrimmed | $1.4M |
| S.E.E.D. Planning Group LLCCORE S&P SCP ETF10K shadded | $1.4M |
| TILIA FIDUCIARY PARTNERS, INC.ETF9.9K shtrimmed | $1.3M |
| Sherry Group, Inc.CORE S&P SCP ETF9.9K shadded | $1.3M |
| TOMPKINS FINANCIAL CORPCORE S&P SCP ETF9.4K shadded | $1.3M |
| Go Invest LLCETF8.7K shadded | $1.2M |
| Vilga Financial Planning LLCCORE S&P SCP ETF8.7K shheld | $1.2M |
| COLTON GROOME FINANCIAL ADVISORS, LLCCORE S&P SCP ETF7.5K shadded | $1M |
| M.E. ALLISON & CO., INC.CORE S&P SCP ETF7.4K shadded | $1M |
| Cooper Financial GroupCORE S&P SCP ETF7K shadded | $948K |
| Capital Advisors Wealth Management, LLCCORE S&P SCP ETF6.6K shtrimmed | $898.5K |
| Emprise BankEquities6.6K shheld | $895.1K |
| Horizons Wealth ManagementETF6.5K shtrimmed | $883.6K |
| CHAPIN DAVIS, INC.CORE S&P SCP ETF6.4K shtrimmed | $873.6K |
| McNaughton Wealth Management, LLCCORE S&P SCP ETF6.4K shadded | $873.4K |
| COLLECTIVE FAMILY OFFICE LLCCORE S&P SCP ETF6.1K shtrimmed | $834.5K |
| Dupree Financial Group, LLCCORE S&P SCP ETF6K shadded | $815.7K |
| Exchange BankMUTUAL FUNDS/EQ6K shadded | $815.6K |
| Weaver Consulting GroupCORE S&P SCP ETF5.8K shadded | $795.3K |
| Kearns & Associates LLCCORE S&P SCP ETF5.8K shheld | $790.1K |
| TOTH FINANCIAL ADVISORY CORPCORE S&P SCP ETF5.7K shadded | $779.6K |
| ARMSTRONG ADVISORY GROUP, INCCORE S&P SCP ETF5.5K shadded | $748.3K |
| Roan Capital PartnersCORE S&P SCP ETF5.3K shadded | $724.4K |
| First Heartland Consultants, Inc.CORE S&P SCP ETF5.2K shtrimmed | $714K |
| O'Keefe Stevens Advisory, Inc.CORE S&P SCP ETF5.1K shheld | $693.7K |
| Wealth Group LtdCORE S&P SCP ETF4.8K shtrimmed | $668.1K |
| Balefire, LLCCORE S&P SCP ETF4.7K shtrimmed | $633.4K |
| Insight Wealth Strategies, LLCCORE S&P SCP ETF4.6K shtrimmed | $631.8K |
| Nautilus Advisors LLCCORE S&P SCP ETF4.5K shadded | $610K |
| FC Advisory LLCCORE S&P SCP ETF4.3K shadded | $586.2K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF4.3K shheld | $580.9K |
| Dale Q Rice Investment Management LtdCORE S&P SCP ETF4.2K shadded | $572.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLCCORE S&P SCP ETF4.1K shtrimmed | $562.1K |
| Bath Savings Trust CoExchange Traded Fund4.1K shadded | $557.6K |
| Worth Asset Management, LLCETF4.1K sh— | $554.8K |
| Gouws Capital LLCCORE S&P SCP ETF4.1K shadded | $553K |
| Decker Wealth Management LLCCORE S&P SCP ETF4K shheld | $538.2K |
| Veracity Capital LLCCORE S&P SCP ETF3.8K shtrimmed | $516.1K |
| Taylor & Morgan Wealth Management, LLCCORE S&P SCP ETF3.7K shadded | $496.8K |
| KWMG, LLCCORE S&P SCP ETF3.7K shtrimmed | $496.7K |
| DKM Wealth Management, Inc.CORE S&P SCP ETF3.3K shtrimmed | $449.1K |
| Everhart Financial Group, Inc.CORE S&P SCP ETF3.2K shtrimmed | $440.5K |
| Asempa Wealth AdvisorsCORE S&P SCP ETF3.2K shtrimmed | $433K |
| Arbor Wealth Advisors LLCCORE S&P SCP ETF3.2K shheld | $430.4K |
| LAWOOD & COExchange Traded Fund3.1K shheld | $417.9K |
| Adelphi Trust CoExchange Traded Fund3K shadded | $412.9K |
| Investment Partners Asset Management, Inc.CORE S&P SCP ETF3K shtrimmed | $404.2K |
| Whalen Wealth Management Inc.CORE S&P SCP ETF3K shadded | $401.6K |
| EPIQ PARTNERS, LLCCORE S&P SCP ETF2.9K shadded | $391.1K |
| Kaydan Wealth Management, Inc.CORE S&P SCP ETF2.9K shtrimmed | $387.9K |
| Frisco Financial Planning LLCExchange Traded Fund2.8K shadded | $381K |
| RHODES INVESTMENT ADVISORS INC /ADVCORE S&P SCP ETF2.8K shadded | $380.5K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCORE S&P SCP ETF2.7K shtrimmed | $362.3K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom2.6K shtrimmed | $350.7K |
| BOYUM WEALTH ARCHITECTS LLCCORE S&P SCP ETF2.5K shheld | $349K |
| BOS Asset Management, LLCCORE S&P SCP ETF2.3K shheld | $315K |
| DAVIDSON TRUST COEquities2.3K shadded | $307.7K |
| Bank of New HampshireCORE S&P SCP ETF2.2K shtrimmed | $304.5K |
| Bill Few Associates, Inc.CORE S&P SCP ETF2.2K shadded | $299.2K |
| AVAII WEALTH MANAGEMENT, LLCCORE S&P SCP ETF2.1K shtrimmed | $291K |
| Successful Portfolios LLCCORE S&P SCP ETF2.1K shadded | $288.1K |
| FIRST COMMUNITY TRUST NACORE S&P SCP ETF2.1K shadded | $282.7K |
| Gradient Investments LLCCORE S&P SCP ETF2K shadded | $277.3K |
| ECLECTIC ASSOCIATES INC /ADVCORE S&P SCP ETF2K shheld | $272.9K |
| Dickmeyer Boyce Financial Management, Inc.CORE S&P SCP ETF2K shadded | $272.6K |
| Trust CoETF1.9K shtrimmed | $255.2K |
| JACOBS & CO/CACORES&PSCPETF1.8K shheld | $249K |
| INSPIRION WEALTH ADVISORS, LLCCORE S&P SCP ETF1.8K shtrimmed | $246.6K |
| Rosenberg Matthew HamiltonETF1.8K shtrimmed | $240.8K |
| WoodTrust Financial CorpOTHER1.6K shheld | $224K |
| Midwest Financial Partners Investments, Inc.CORE S&P SCP ETF1.6K shtrimmed | $224K |
| Apeiron RIA LLCCORE S&P SCP ETF1.6K shtrimmed | $220.9K |
| MRA Advisory GroupCORE S&P SCP ETF1.6K shheld | $219.4K |
| Intelligence Driven Advisers, LLCCORE S&P SCP ETF1.5K shtrimmed | $210.5K |
| ATWOOD & PALMER INCCOM1.4K shadded | $191.4K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCORE S&P SCP ETF1.1K sh— | $154.7K |
| GILPIN WEALTH MANAGEMENT, LLCCORE S&P SCP ETF1.1K shadded | $152.1K |
| Pacifica Partners Inc.CORE S&P SCP ETF696 shheld | $95.3K |
| Davis Capital ManagementETF518 shheld | $70.5K |
| ACIMA PRIVATE WEALTH, LLCETF449 shtrimmed | $61.1K |
| Investors Research CorpCORE S&P SCP ETF432 shadded | $58.8K |
| Avidian Wealth Enterprises, LLCCORE S&P SCP ETF300 shtrimmed | $40.8K |
| Bank & Trust CoCORE S&P SCP ETF252 shheld | $34.3K |
| GK Wealth Management LLCCORE S&P SCP ETF78 sh— | $10.7K |
| Byrne Asset Management LLCCOM48 shheld | $6.6K |
| Paladin Partners, LLCETF43 shheld | $5.9K |
| Central Pacific Bank - Trust DivisionCORE S&P SCP ETF27 shheld | $3.7K |
| Retirement Wealth Solutions LLCCORE S&P SCP ETF1 shtrimmed | $193 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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