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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,710,797
shares
|
$190 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,705,168
shares
|
$189 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,589,570
shares
|
$176 Million
0.17% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,576,493
shares
|
$175 Million
0.81% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,461,545
shares
|
$162 Million
1.94% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,459,080
shares
|
$162 Million
0.38% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,451,997
shares
|
$161 Million
2.01% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
1,447,377
shares
|
$160 Million
2.19% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,435,196
shares
|
$159 Million
3.24% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Bronte Capital Management Pty Ltd.
|
May 13, 2025 Q1 2025 |
1,298,378
shares
|
$144 Million
14.39% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,283,517
shares
|
$142 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,246,697
shares
|
$138 Million
0.99% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,243,873
shares
|
$138 Million
0.31% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,232,046
shares
|
$137 Million
0.39% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,190,598
shares
|
$132 Million
0.65% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,124,458
shares
|
$125 Million
3.63% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,122,636
shares
|
$124 Million
0.49% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,119,971
shares
|
$124 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,104,114
shares
|
$122 Million
0.16% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Nationwide Fund Advisors
|
Jul 24, 2025 Q2 2025 |
1,097,538
shares
|
$122 Million
6.8% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
1,044,957
shares
|
$116 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
977,507
shares
|
$108 Million
0.26% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
974,377
shares
|
$108 Million
0.6% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
943,085
shares
|
$105 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.66%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
922,025
shares
|
$102 Million
5.62% of portfolio
|
Q2 2025
Added 0.36%
|