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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
1,690,361
shares
|
$198 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,637,850
shares
|
$191 Million
0.18% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,629,724
shares
|
$190 Million
0.29% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,532,026
shares
|
$179 Million
1.09% of portfolio
|
Q3 2025
Added 117.37%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,478,979
shares
|
$173 Million
1.43% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,478,144
shares
|
$173 Million
3.36% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,446,491
shares
|
$169 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,430,194
shares
|
$167 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,367,332
shares
|
$160 Million
0.01% of portfolio
|
Q3 2025
Added 57.9%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
1,294,092
shares
|
$151 Million
2.01% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,271,447
shares
|
$149 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,262,795
shares
|
$148 Million
0.98% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,227,931
shares
|
$143 Million
0.66% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
1,210,705
shares
|
$141 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,151,423
shares
|
$135 Million
3.92% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,143,144
shares
|
$134 Million
0.53% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,087,820
shares
|
$127 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,082,965
shares
|
$127 Million
0.22% of portfolio
|
Q3 2025
Added 168.35%
|
|
|
Nationwide Fund Advisors
|
Oct 24, 2025 Q3 2025 |
1,058,435
shares
|
$124 Million
7.09% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
992,167
shares
|
$116 Million
0.41% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
979,780
shares
|
$114 Million
5.68% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
975,224
shares
|
$114 Million
0.03% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
974,377
shares
|
$114 Million
0.6% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
928,756
shares
|
$109 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
893,650
shares
|
$104 Million
2.09% of portfolio
|
Q3 2025
Added 0.46%
|
|