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 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
3,799,295
shares
|
$398 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,780,134
shares
|
$396 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,714,158
shares
|
$389 Million
2.21% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,615,186
shares
|
$378 Million
0.62% of portfolio
|
Q1 2025
Reduced 29.67%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
3,598,663
shares
|
$377 Million
2.84% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,296,337
shares
|
$345 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,006,333
shares
|
$315 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
2,886,776
shares
|
$302 Million
2.9% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
2,519,585
shares
|
$264 Million
6.36% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
2,519,585
shares
|
$264 Million
5.45% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,489,394
shares
|
$260 Million
0.53% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
2,444,118
shares
|
$256 Million
1.12% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
2,242,239
shares
|
$235 Million
7.36% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,221,754
shares
|
$232 Million
5.36% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,127,434
shares
|
$223 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
2,101,139
shares
|
$220 Million
4.8% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,016,088
shares
|
$211 Million
1.22% of portfolio
|
Q2 2023
Reduced 49.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,990,914
shares
|
$208 Million
1.6% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,989,115
shares
|
$208 Million
0.42% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,954,280
shares
|
$204 Million
0.1% of portfolio
|
Q1 2025
Reduced 99.04%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
1,912,735
shares
|
$200 Million
0.05% of portfolio
|
Q1 2025
Added 1175.16%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,905,769
shares
|
$199 Million
1.49% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,808,016
shares
|
$189 Million
1.41% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,769,976
shares
|
$185 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,748,838
shares
|
$183 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.1%
|