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 |
|---|---|---|---|---|---|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
3,802,869
shares
|
$422 Million
6.82% of portfolio
|
Q2 2022
Added 4.99%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,798,876
shares
|
$421 Million
2.91% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,780,134
shares
|
$419 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,754,934
shares
|
$416 Million
0.74% of portfolio
|
Q2 2025
Added 50.84%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
3,725,028
shares
|
$413 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,698,136
shares
|
$410 Million
2.3% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
3,347,838
shares
|
$371 Million
3.14% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,296,337
shares
|
$366 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,147,287
shares
|
$349 Million
1.76% of portfolio
|
Q2 2025
Reduced 15.26%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,133,113
shares
|
$347 Million
0.51% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,849,282
shares
|
$316 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
2,685,764
shares
|
$298 Million
1.16% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,492,515
shares
|
$276 Million
0.49% of portfolio
|
Q2 2025
Added 83.76%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
2,380,295
shares
|
$264 Million
6.26% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,380,295
shares
|
$264 Million
5.32% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,361,858
shares
|
$262 Million
7.46% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,291,692
shares
|
$254 Million
0.19% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,265,854
shares
|
$251 Million
0.67% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
2,101,139
shares
|
$233 Million
5.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,016,088
shares
|
$224 Million
1.22% of portfolio
|
Q2 2023
Reduced 49.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,990,914
shares
|
$221 Million
1.6% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,989,900
shares
|
$221 Million
0.77% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,855,611
shares
|
$206 Million
0.36% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1,759,081
shares
|
$195 Million
1.29% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,745,765
shares
|
$194 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.18%
|