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 2,809 institutions that hold shares in the stock, with a total of 555 Million shares, which have been reported (via 13F filing form) to have a value of $61.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
39,050,599
shares
|
$4.33 Billion
3.37% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
32,997,959
shares
|
$3.66 Billion
0.28% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
19,254,728
shares
|
$2.14 Billion
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
18,703,932
shares
|
$2.07 Billion
0.14% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
17,131,403
shares
|
$1.9 Billion
0.42% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,819,881
shares
|
$1.87 Billion
0.56% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
15,897,788
shares
|
$1.76 Billion
0.68% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
14,078,882
shares
|
$1.56 Billion
0.57% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10,607,421
shares
|
$1.18 Billion
0.21% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,904,939
shares
|
$1.1 Billion
0.72% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
9,633,447
shares
|
$1.07 Billion
0.15% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
9,253,027
shares
|
$1.03 Billion
0.16% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
9,171,730
shares
|
$1.02 Billion
8.72% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
8,726,309
shares
|
$968 Million
1.96% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
8,024,639
shares
|
$890 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,249,302
shares
|
$804 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,244,346
shares
|
$803 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
6,416,033
shares
|
$711 Million
10.72% of portfolio
|
Q1 2025
Added 71.95%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
5,665,131
shares
|
$628 Million
1.19% of portfolio
|
Q1 2025
Added 16.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,394,805
shares
|
$598 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,243,517
shares
|
$581 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,024,941
shares
|
$557 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
3,883,282
shares
|
$431 Million
2.45% of portfolio
|
Q1 2025
Added 105.3%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,834,308
shares
|
$425 Million
1.59% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
3,802,869
shares
|
$422 Million
6.82% of portfolio
|
Q2 2022
Added 4.99%
|