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 |
|---|---|---|---|---|---|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
497,350
shares
|
$58.1 Million
2.69% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
493,744
shares
|
$57.7 Million
4.9% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
493,347
shares
|
$57.6 Million
0.02% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
487,341
shares
|
$56.9 Million
0.14% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
486,027
shares
|
$56.8 Million
6.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
475,518
shares
|
$55.6 Million
0.77% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
473,957
shares
|
$55.4 Million
0.36% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
468,981
shares
|
$54.8 Million
0.52% of portfolio
|
Q3 2025
Added 30.34%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
465,815
shares
|
$54.4 Million
0.52% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
463,062
shares
|
$54.1 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
453,061
shares
|
$52.9 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
452,823
shares
|
$52.9 Million
1.16% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
451,766
shares
|
$52.8 Million
0.01% of portfolio
|
Q3 2025
Added 175.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
448,970
shares
|
$52.5 Million
4.06% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
447,315
shares
|
$52.3 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
439,796
shares
|
$51.4 Million
0.03% of portfolio
|
Q3 2025
Added 42.76%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
439,609
shares
|
$51.4 Million
4.32% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
435,627
shares
|
$50.9 Million
5.51% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
432,688
shares
|
$50.6 Million
1.52% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
427,257
shares
|
$49.9 Million
1.53% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
424,832
shares
|
$49.6 Million
0.32% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
424,717
shares
|
$49.6 Million
1.19% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
419,736
shares
|
$49 Million
2.94% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
416,686
shares
|
$48.7 Million
2.99% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
414,333
shares
|
$48.4 Million
4.22% of portfolio
|
Q3 2025
Reduced 0.45%
|
|