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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
888,362
shares
|
$104 Million
4.47% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
852,159
shares
|
$99.6 Million
7.9% of portfolio
|
Q3 2025
Added 12.04%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
850,943
shares
|
$99.4 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
845,038
shares
|
$98.7 Million
3.33% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
843,456
shares
|
$98.6 Million
0.21% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
836,705
shares
|
$97.8 Million
2.83% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
831,644
shares
|
$97.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
818,615
shares
|
$95.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
778,971
shares
|
$91 Million
0.22% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
759,891
shares
|
$88.8 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
757,836
shares
|
$88.6 Million
0.6% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
739,683
shares
|
$86.4 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
725,027
shares
|
$84.7 Million
1.77% of portfolio
|
Q3 2022
Added 655.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
716,314
shares
|
$83.7 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
694,813
shares
|
$81.2 Million
3.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
690,742
shares
|
$80.7 Million
0.41% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
679,188
shares
|
$79.4 Million
1.32% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
672,489
shares
|
$78.6 Million
0.93% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
669,222
shares
|
$78.2 Million
4.52% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
658,065
shares
|
$76.9 Million
1.04% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
641,000
shares
|
$74.9 Million
9.5% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
638,019
shares
|
$74.6 Million
0.23% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
634,484
shares
|
$74.1 Million
4.22% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
631,221
shares
|
$73.8 Million
0.11% of portfolio
|
Q3 2025
Added 15.17%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
617,457
shares
|
$72.1 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|