IJR
iShares Core S&P Small-Cap ETF
Listed by 15 members on their latest annual reports (20 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Carol D. Miller WV-1 | Spouse | United Bank Brokerage Account ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $100,001 - $250,000 | August 13, 2026 filing 10076025, p. 7 |
| Zoe Lofgren CA-18 | Joint | Collins/Lofgren Family Trust ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $15,001 - $50,000 | August 10, 2026 filing 10074949, p. 2 |
| Zoe Lofgren CA-18 | Spouse | John Marshall Collins Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $15,001 - $50,000 | August 10, 2026 filing 10074949, p. 3 |
| Rudy Yakym III IN-2 | Joint | Hilltop Wealth ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $15,001 - $50,000 | August 13, 2026 filing 10075193, p. 3 |
| Andy Barr KY-6 | Member | NW Mutual ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 10, 2026 filing 10074914, p. 3 |
| Madeleine Dean PA-4 | Member | Bank of America IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | May 15, 2026 filing 10077397, p. 2 |
| Lizzie Fletcher TX-7 | Member | Filer Roth IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 5 |
| Lizzie Fletcher TX-7 | Spouse | Spouse Brokerage TOD Account ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 9, 2026 filing 10076222, p. 12 |
| Clay Fuller GA-14 | Joint | Northwestern Mutual Joint Account ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | May 19, 2026 filing 10078339, p. 5 |
| Harriet M. Hageman WY | Member | RBC Wealth Management ⇒ RBC 2 ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 13, 2026 filing 10076067, p. 13 |
| Ashley Hinson IA-2 | Spouse | CHARLES SCHWAB BROKERAGE ACCOUNT [2] ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 13, 2026 filing 10076278, p. 3 |
| Mark B. Messmer IN-8 | Member | Baird Trust Company - Roth IRA #1 ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 12, 2026 filing 10077191, p. 3 |
| Mark B. Messmer IN-8 | Spouse | Baird Trust Company - Roth IRA #2 ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 12, 2026 filing 10077191, p. 3 |
| Carol D. Miller WV-1 | Spouse | United Bank IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 13, 2026 filing 10076025, p. 8 |
| Kelly Morrison MN-3 | Spouse | Retirement Account 3 (IRA) ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | August 12, 2026 filing 10075173, p. 3 |
| John H. Rutherford FL-5 | Member | Premiere Select IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | May 14, 2026 filing 10076796, p. 2 |
| Andrea Salinas OR-6 | Spouse | Northwest Quadrant Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | May 7, 2026 filing 10075989, p. 2 |
| Mary Gay Scanlon PA-5 | Spouse | Northwestern Mutual IRA # 2 ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1,001 - $15,000 | May 7, 2026 filing 10075774, p. 6 |
| Kat Cammack FL-3 | Member | RobinHood IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1 - $1,000 | August 13, 2026 filing 10081635, p. 3 |
| Zoe Lofgren CA-18 | Member | Zoe Lofgren Trad IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) EF | $1 - $1,000 | August 10, 2026 filing 10074949, p. 3 |
How the count is made: see Most held.