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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
907,424
shares
|
$101 Million
0.14% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
889,517
shares
|
$98.6 Million
2.31% of portfolio
|
Q2 2025
Added 7143.62%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
865,925
shares
|
$96 Million
0.0% of portfolio
|
Q2 2025
Added 61.26%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
847,352
shares
|
$94 Million
0.1% of portfolio
|
Q2 2025
Added 264.35%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
846,299
shares
|
$93.8 Million
3.2% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
842,155
shares
|
$93.4 Million
4.09% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
840,922
shares
|
$93.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
838,783
shares
|
$93 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
837,031
shares
|
$92.8 Million
0.42% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
830,153
shares
|
$92.1 Million
2.75% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
815,056
shares
|
$90.4 Million
4.27% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
779,866
shares
|
$86.5 Million
0.26% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
760,607
shares
|
$84.3 Million
7.55% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
749,930
shares
|
$83.2 Million
0.73% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
741,743
shares
|
$82.3 Million
2.73% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
726,530
shares
|
$80.6 Million
16.56% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
725,027
shares
|
$80.4 Million
1.77% of portfolio
|
Q3 2022
Added 655.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
716,314
shares
|
$79.4 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
704,794
shares
|
$78.2 Million
0.63% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
694,813
shares
|
$77 Million
3.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
684,007
shares
|
$75.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
675,782
shares
|
$74.9 Million
4.38% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
673,534
shares
|
$74.7 Million
1.3% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
664,698
shares
|
$73.7 Million
4.4% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
664,678
shares
|
$73.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 62.45%
|