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 565 Million shares, which have been reported (via 13F filing form) to have a value of $62.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
41,302,922
shares
|
$4.58 Billion
3.33% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
31,970,807
shares
|
$3.55 Billion
0.26% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
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 |
Aug 15, 2025 Q2 2025 |
18,135,874
shares
|
$2.01 Billion
0.13% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
16,436,847
shares
|
$1.82 Billion
0.38% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,264,673
shares
|
$1.8 Billion
0.63% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,964,084
shares
|
$1.55 Billion
0.54% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
13,728,611
shares
|
$1.52 Billion
1.8% of portfolio
|
Q2 2025
Added 11144.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,006,675
shares
|
$1.11 Billion
0.2% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
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%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
9,656,104
shares
|
$1.07 Billion
2.11% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,419,097
shares
|
$1.04 Billion
0.15% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,049,946
shares
|
$782 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
6,149,440
shares
|
$682 Million
0.1% of portfolio
|
Q2 2025
Reduced 33.54%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
6,036,215
shares
|
$669 Million
10.23% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,507,552
shares
|
$611 Million
0.16% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,478,695
shares
|
$608 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
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%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,005,104
shares
|
$555 Million
2.77% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,834,308
shares
|
$425 Million
1.59% of portfolio
|
Q2 2025
Added 0.92%
|