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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
535,264
shares
|
$59.4 Million
0.83% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
534,526
shares
|
$59.3 Million
3.24% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
530,638
shares
|
$58.8 Million
2.55% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
524,527
shares
|
$58.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 35.27%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
523,889
shares
|
$58.1 Million
10.69% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
517,145
shares
|
$57.3 Million
1.69% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
516,031
shares
|
$57.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
503,509
shares
|
$55.8 Million
0.48% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
495,688
shares
|
$55 Million
3.37% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
489,981
shares
|
$54.3 Million
4.8% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
489,524
shares
|
$54.3 Million
4.19% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
487,616
shares
|
$54.1 Million
5.88% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
479,548
shares
|
$53.2 Million
1.05% of portfolio
|
Q2 2025
Added 75.91%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
478,776
shares
|
$53.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
470,850
shares
|
$52.2 Million
0.35% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
467,501
shares
|
$51.8 Million
1.95% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
467,429
shares
|
$51.8 Million
0.74% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
465,815
shares
|
$51.7 Million
0.52% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
464,245
shares
|
$51.5 Million
0.71% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
457,114
shares
|
$50.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
454,866
shares
|
$50.4 Million
6.12% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
452,823
shares
|
$50.2 Million
1.16% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
452,304
shares
|
$50.2 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
448,970
shares
|
$49.8 Million
4.06% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
432,688
shares
|
$48 Million
1.52% of portfolio
|
Q4 2023
Added 6.77%
|