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 2,823 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $59.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
38,126,911
shares
|
$4.26 Billion
3.73% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
32,066,508
shares
|
$3.58 Billion
0.32% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
19,156,050
shares
|
$2.14 Billion
0.16% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,162,200
shares
|
$2.03 Billion
0.69% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
17,170,579
shares
|
$1.92 Billion
0.46% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
15,646,619
shares
|
$1.75 Billion
0.76% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
14,210,214
shares
|
$1.59 Billion
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
11,898,538
shares
|
$1.33 Billion
0.26% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,904,939
shares
|
$1.11 Billion
0.72% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,344,933
shares
|
$1.04 Billion
0.16% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
8,913,910
shares
|
$996 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
8,803,036
shares
|
$983 Million
9.62% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
8,374,718
shares
|
$936 Million
2.04% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
8,136,908
shares
|
$909 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,324,840
shares
|
$818 Million
0.18% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,244,346
shares
|
$809 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,561,107
shares
|
$621 Million
0.17% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
5,271,502
shares
|
$589 Million
3.18% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,151,408
shares
|
$576 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,140,324
shares
|
$574 Million
0.94% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,863,748
shares
|
$543 Million
1.11% of portfolio
|
Q4 2024
Added 22.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,101,440
shares
|
$458 Million
0.69% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,035,099
shares
|
$451 Million
0.04% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
3,888,275
shares
|
$434 Million
1.75% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
3,802,869
shares
|
$425 Million
6.82% of portfolio
|
Q2 2022
Added 4.99%
|