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 2,881 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $62.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,049,483
shares
|
$473 Million
0.8% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
3,831,895
shares
|
$448 Million
3.02% of portfolio
|
Q3 2025
New holding
|
|
|
Next Capital Advisers, Inc.
|
Jul 08, 2022 Q2 2022 |
3,802,869
shares
|
$444 Million
6.82% of portfolio
|
Q2 2022
Added 4.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,780,134
shares
|
$442 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,777,756
shares
|
$441 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,714,872
shares
|
$434 Million
2.34% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
3,470,507
shares
|
$406 Million
3.24% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,446,499
shares
|
$403 Million
0.53% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,148,013
shares
|
$368 Million
1.75% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,977,717
shares
|
$348 Million
0.42% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,663,919
shares
|
$311 Million
0.39% of portfolio
|
Q3 2025
Added 43.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,447,448
shares
|
$286 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
2,334,592
shares
|
$273 Million
7.58% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,302,241
shares
|
$269 Million
6.28% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
2,291,219
shares
|
$268 Million
1.06% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
2,208,715
shares
|
$258 Million
6.27% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
2,208,715
shares
|
$258 Million
5.37% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
2,103,593
shares
|
$246 Million
4.88% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,021,456
shares
|
$236 Million
0.79% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,016,088
shares
|
$236 Million
1.22% of portfolio
|
Q2 2023
Reduced 49.58%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,007,899
shares
|
$235 Million
1.53% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1,921,733
shares
|
$225 Million
1.44% of portfolio
|
Q3 2025
Added 9.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,737,543
shares
|
$203 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,733,501
shares
|
$203 Million
0.33% of portfolio
|
Q3 2025
Added 57.8%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,699,831
shares
|
$199 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.31%
|
|