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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
657,365
shares
|
$72.9 Million
3.44% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
651,841
shares
|
$72.3 Million
0.87% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
641,260
shares
|
$71.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
638,019
shares
|
$70.7 Million
0.23% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
632,380
shares
|
$70.1 Million
1.1% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
628,393
shares
|
$69.7 Million
0.55% of portfolio
|
Q2 2025
Added 27.37%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
624,862
shares
|
$69.3 Million
1.16% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
622,197
shares
|
$69 Million
1.12% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
620,379
shares
|
$68.8 Million
3.25% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2025 Q2 2025 |
618,000
shares
|
$68.5 Million
7.72% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
617,457
shares
|
$68.5 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
604,727
shares
|
$67.1 Million
1.44% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Swf LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
599,244
shares
|
$66.5 Million
7.61% of portfolio
|
Q2 2025
Added 6382.52%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
590,817
shares
|
$65.5 Million
3.62% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
579,566
shares
|
$64.3 Million
0.24% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
578,665
shares
|
$64.2 Million
0.79% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
570,720
shares
|
$63.3 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
562,741
shares
|
$62.4 Million
5.62% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
561,043
shares
|
$62.2 Million
8.2% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
553,404
shares
|
$61.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
551,124
shares
|
$61.1 Million
4.45% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
548,113
shares
|
$60.8 Million
1.76% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
548,062
shares
|
$60.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
542,357
shares
|
$60.1 Million
3.47% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
538,466
shares
|
$59.7 Million
5.0% of portfolio
|
Q2 2025
Added 5.43%
|