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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
42,327,458
shares
|
$4.95 Billion
3.41% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
31,704,289
shares
|
$3.7 Billion
0.26% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
17,977,551
shares
|
$2.1 Billion
0.13% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
16,532,634
shares
|
$1.93 Billion
0.61% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,402,744
shares
|
$1.8 Billion
0.36% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
14,885,601
shares
|
$1.74 Billion
1.21% of portfolio
|
Q3 2025
Added 549.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,749,090
shares
|
$1.72 Billion
0.54% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,729,381
shares
|
$1.6 Billion
0.55% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
10,381,294
shares
|
$1.21 Billion
0.2% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,904,939
shares
|
$1.16 Billion
0.72% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,366,738
shares
|
$1.09 Billion
0.15% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,878,292
shares
|
$921 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
7,774,548
shares
|
$908 Million
1.77% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,244,346
shares
|
$847 Million
0.02% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,094,168
shares
|
$829 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
6,415,966
shares
|
$750 Million
5.58% of portfolio
|
Q3 2025
Reduced 30.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
6,408,796
shares
|
$749 Million
0.1% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
5,770,252
shares
|
$674 Million
1.16% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,243,517
shares
|
$613 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,138,062
shares
|
$600 Million
0.04% of portfolio
|
Q3 2025
Added 55.87%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,968,235
shares
|
$581 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
4,890,176
shares
|
$571 Million
2.9% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
4,863,888
shares
|
$568 Million
0.14% of portfolio
|
Q3 2025
Reduced 11.69%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
4,619,141
shares
|
$540 Million
8.01% of portfolio
|
Q3 2025
Reduced 23.48%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,074,572
shares
|
$476 Million
0.67% of portfolio
|
Q3 2025
Added 30.05%
|
|