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 2,837 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 $55.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,780,134
shares
|
$393 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
3,731,423
shares
|
$388 Million
9.6% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,655,169
shares
|
$380 Million
2.44% of portfolio
|
Q4 2024
Reduced 38.91%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
3,533,595
shares
|
$368 Million
3.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,128,895
shares
|
$325 Million
0.5% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,740,701
shares
|
$285 Million
3.06% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,447,744
shares
|
$255 Million
0.62% of portfolio
|
Q4 2024
Added 20.12%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,416,851
shares
|
$251 Million
1.25% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Millburn Ridgefield Corp
|
Feb 04, 2025 Q4 2024 |
2,246,861
shares
|
$234 Million
6.47% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,246,861
shares
|
$234 Million
5.56% of portfolio
|
Q4 2024
Added 11.02%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,175,313
shares
|
$226 Million
0.92% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,131,099
shares
|
$222 Million
6.19% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
2,115,948
shares
|
$220 Million
5.18% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,016,088
shares
|
$210 Million
1.22% of portfolio
|
Q2 2023
Reduced 49.58%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,929,176
shares
|
$201 Million
1.62% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
1,891,540
shares
|
$197 Million
2.2% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
1,885,736
shares
|
$196 Million
6.82% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,867,475
shares
|
$194 Million
0.47% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,833,808
shares
|
$191 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,823,652
shares
|
$190 Million
0.1% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,821,021
shares
|
$189 Million
1.59% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,804,791
shares
|
$188 Million
0.36% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,747,388
shares
|
$182 Million
1.46% of portfolio
|
Q4 2024
Added 14.39%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,734,575
shares
|
$180 Million
0.19% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,724,170
shares
|
$179 Million
2.05% of portfolio
|
Q4 2024
Added 0.31%
|