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Public ownership evidence

iShares Core S&P Small-Cap ETF (IJR) Ownership Disclosures

Read IJR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Arbor Wealth Management LLC\AZ2025-12-312026-09-01120$14,468None
Cornerstone Financial Management LLC2026-06-302026-08-291,749$259,394None
Cornerstone Financial Management LLC2026-03-312026-08-291,880$233,703None
Cornerstone Financial Management LLC2025-12-312026-08-292,205$264,997None
Provida Pension Fund Administrator2026-03-312026-08-292,620,126$325,707,863None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2944,362$4,638,944None
Corient Private Wealth LP2026-06-302026-08-282,277,868$337,830,818None
Corient Private Wealth LP2026-06-302026-08-2822,339$3,313,059None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,111$164,772None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-283,074$382,144None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2876,018$9,135,891None
Wellington Grp LLC2026-06-302026-08-273,506$519,975None
AFFINITY WEALTH LLC2025-12-312026-08-2779$9,494None
AFFINITY WEALTH LLC2025-09-302026-08-2756$6,654None
Reflection Asset Management2026-03-312026-08-272,481$337,822None
Legacy Edge Advisors, LLC2025-09-302026-08-273,399$403,903None
HORAN Wealth, LLC2026-06-302026-08-27118,870$17,629,639None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2711,233$1,396,374None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2711,063$1,329,551None
Dakota Wealth Management2025-09-302026-08-2747,590$5,655,120None
Dakota Wealth Management2025-12-312026-08-2746,218$5,554,484None
Dakota Wealth Management2026-03-312026-08-2743,635$5,424,312None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2775,727$9,413,685None
Advus Financial Partners, LLC2025-03-312026-08-262,428$253,889None
Advus Financial Partners, LLC2024-12-312026-08-262,405$277,119None
Advus Financial Partners, LLC2024-09-302026-08-262,415$282,405None
Advus Financial Partners, LLC2024-06-302026-08-262,901$309,462None
Advus Financial Partners, LLC2024-03-312026-08-263,013$333,044None
Advus Financial Partners, LLC2023-12-312026-08-263,459$374,490None
Advus Financial Partners, LLC2023-09-302026-08-264,469$421,565None
Advus Financial Partners, LLC2023-06-302026-08-2624,949$2,486,146None
Advus Financial Partners, LLC2023-03-312026-08-2634,986$3,383,152None
Advus Financial Partners, LLC2022-12-312026-08-2652,158$4,936,276None
Advus Financial Partners, LLC2022-09-302026-08-2654,080$4,715,230None
Advus Financial Partners, LLC2022-06-302026-08-2653,187$4,914,990None
Advus Financial Partners, LLC2022-03-312026-08-2651,333$5,537,802None
Advus Financial Partners, LLC2021-09-302026-08-2647,473$5,436,162None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-267,280$874,910None
Financial Insights, Inc.2026-06-302026-08-264,594$681,336None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-262,053$304,432None
Serenity Investment Advisors2026-06-302026-08-254,859$711,212None
CARLSON FINANCIAL, INC.2026-06-302026-08-251,568$232,454None
Bernard Wealth Management Corp.2026-06-302026-08-222$297None
Kings Path Partners LLC2026-03-312026-08-2282$10,193None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-223,684$546,348None
Forefront Wealth Partners, LLC2026-06-302026-08-219,665$1,433,400None
Layline Advisors, LLC2026-06-302026-08-2111,130$1,650,703None
Rehmann Capital Advisory Group2026-06-302026-08-21223,806$33,199,933None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2177,729$11,527,988None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21371$54,973None

90-day public filing window, up to 50 source positions.

Arbor Wealth Management LLC\AZ ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.