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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
716,314
shares
|
$75 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
694,813
shares
|
$72.7 Million
3.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
683,704
shares
|
$71.5 Million
1.41% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
672,202
shares
|
$70.3 Million
3.64% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
666,516
shares
|
$69.7 Million
4.29% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
649,863
shares
|
$68 Million
1.13% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
646,754
shares
|
$67.7 Million
0.62% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
638,019
shares
|
$66.8 Million
0.23% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
636,875
shares
|
$66.6 Million
0.94% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
623,281
shares
|
$65.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
618,000
shares
|
$64.7 Million
7.35% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
617,457
shares
|
$64.6 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
586,689
shares
|
$61.4 Million
1.4% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
572,994
shares
|
$60 Million
3.73% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
572,333
shares
|
$59.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 45.68%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
570,963
shares
|
$59.7 Million
4.82% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
570,337
shares
|
$59.7 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
569,509
shares
|
$59.6 Million
5.92% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
569,034
shares
|
$59.5 Million
2.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
568,998
shares
|
$59.5 Million
0.88% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
562,253
shares
|
$58.8 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
559,356
shares
|
$58.5 Million
8.5% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
556,585
shares
|
$58.2 Million
0.77% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
555,453
shares
|
$58.1 Million
3.77% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
555,115
shares
|
$58.1 Million
0.11% of portfolio
|
Q1 2025
Added 3.39%
|