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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,724,728
shares
|
$180 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,713,109
shares
|
$179 Million
1.87% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,646,146
shares
|
$172 Million
2.37% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,558,918
shares
|
$163 Million
0.18% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
1,469,726
shares
|
$154 Million
3.13% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,443,073
shares
|
$151 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,437,266
shares
|
$150 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
1,432,464
shares
|
$150 Million
2.21% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
1,411,199
shares
|
$148 Million
16.8% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,368,842
shares
|
$143 Million
0.14% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,365,031
shares
|
$143 Million
0.75% of portfolio
|
Q1 2025
Added 10.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,356,364
shares
|
$142 Million
0.29% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Bronte Capital Management Pty Ltd.
|
May 13, 2025 Q1 2025 |
1,298,378
shares
|
$136 Million
14.39% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,283,426
shares
|
$134 Million
0.04% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,231,676
shares
|
$129 Million
0.43% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,186,375
shares
|
$124 Million
1.08% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,174,223
shares
|
$123 Million
0.29% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,165,465
shares
|
$122 Million
0.7% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
1,136,002
shares
|
$119 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,131,587
shares
|
$118 Million
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,111,264
shares
|
$116 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,063,874
shares
|
$111 Million
0.19% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Nationwide Fund Advisors
|
Apr 23, 2025 Q1 2025 |
1,047,541
shares
|
$110 Million
9.35% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,037,914
shares
|
$109 Million
3.49% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
992,066
shares
|
$104 Million
5.45% of portfolio
|
Q1 2025
Reduced 1.86%
|