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 2,820 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
454,866
shares
|
$48.5 Million
6.12% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
454,381
shares
|
$48.5 Million
1.2% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
452,823
shares
|
$48.3 Million
1.16% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
452,600
shares
|
$48.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
450,283
shares
|
$48 Million
3.9% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
448,970
shares
|
$47.9 Million
4.06% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
438,069
shares
|
$46.7 Million
3.86% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
437,547
shares
|
$46.7 Million
0.67% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
435,096
shares
|
$46.4 Million
0.58% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
432,688
shares
|
$46.2 Million
1.52% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
424,832
shares
|
$45.3 Million
0.32% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
415,303
shares
|
$44.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
409,410
shares
|
$43.7 Million
5.64% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
407,010
shares
|
$43.4 Million
4.02% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
406,031
shares
|
$43.3 Million
9.97% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
398,913
shares
|
$42.6 Million
12.18% of portfolio
|
Q4 2024
Reduced 53.09%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
395,480
shares
|
$42.2 Million
5.34% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
395,038
shares
|
$42.2 Million
1.55% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
392,199
shares
|
$41.8 Million
0.56% of portfolio
|
Q3 2023
Added 4.75%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
383,938
shares
|
$41 Million
4.6% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
380,840
shares
|
$40.6 Million
2.93% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
377,067
shares
|
$40.2 Million
13.44% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
376,554
shares
|
$40.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
374,191
shares
|
$39.9 Million
13.06% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
373,971
shares
|
$39.9 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.36%
|