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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
549,890
shares
|
$57.5 Million
3.53% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
536,961
shares
|
$56.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.29%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
533,338
shares
|
$55.8 Million
1.39% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
532,063
shares
|
$55.7 Million
0.47% of portfolio
|
Q1 2025
Added 226.69%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
531,601
shares
|
$55.6 Million
1.78% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
523,983
shares
|
$54.8 Million
0.17% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
518,532
shares
|
$54.3 Million
0.86% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
518,203
shares
|
$54.2 Million
2.82% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
515,527
shares
|
$53.9 Million
1.73% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
510,754
shares
|
$53.4 Million
5.03% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
508,626
shares
|
$53.2 Million
10.52% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
498,519
shares
|
$52.2 Million
0.94% of portfolio
|
Q4 2022
Added 5.73%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
496,080
shares
|
$51.9 Million
3.46% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
493,366
shares
|
$51.6 Million
0.56% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
490,271
shares
|
$51.3 Million
4.83% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
489,958
shares
|
$51.3 Million
5.13% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
488,333
shares
|
$51.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
472,896
shares
|
$49.5 Million
2.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
470,643
shares
|
$49.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
470,205
shares
|
$49.2 Million
5.81% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
469,042
shares
|
$49.1 Million
0.78% of portfolio
|
Q1 2025
Reduced 14.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
467,280
shares
|
$48.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
463,294
shares
|
$48.5 Million
0.36% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
462,012
shares
|
$48.3 Million
0.11% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
459,952
shares
|
$48.1 Million
0.65% of portfolio
|
Q1 2025
Added 0.74%
|