IJR institutional holders

iShares Core S&P Small-Cap ETF · 2,964 reporting institutions · $82.6B reported value

Funds that can replace IJR · IJR return decomposition

Institutional holdings

Institutions reporting IJR, largest first
InstitutionReported positionAdvisors at firmReport period
Northwestern Mutual Wealth Management Co$6.6B02026-06-30
Bank of America Corp /de$4.9B02026-06-30
Fmr LLC$3.7B02026-06-30
Jones Financial Companies LLLP$3.3B02026-06-30
Morgan Stanley$2.8B23,1852026-06-30
Lpl Financial LLC$2.4B23,4582026-06-30
Envestnet Pmc$2.4B602026-06-30
Wells Fargo & Company/mn$2.1B02026-06-30
Raymond James Financial Inc$2.1B02026-06-30
Bank of New York Mellon Corp$1.7B02026-06-30
UBS Group AG$1.5B02026-06-30
Northern Trust Corp$1.4B02026-06-30
Glenmede Trust Co NA$1.3B62026-06-30
Blackrock, Inc.$1.3B02026-06-30
PNC Financial Services Group, Inc.$1.1B02026-06-30
Royal Bank of Canada$1.1B02026-06-30
Edelman Financial Engines$1.1B7222026-06-30
First Command Advisory Services$980.1M1,0122026-06-30
Baird Financial Group, Inc.$979.4M02026-06-30
Goldman Sachs Group Inc$967.1M02026-06-30
Truist Financial Corp$810.4M02026-06-30
Jpmorgan Chase & Co$785.2M02026-06-30
Northwestern Mutual Investment Management Company, LLC$743.7M02026-06-30
US Bancorp$702.6M02026-06-30
Regions Financial Corp$605.3M02026-06-30
Bank of Montreal /can$592.7M02026-06-30
Ameriprise Financial Inc$592.4M02026-06-30
Keybank National Association/oh$592.2M02026-06-30
Cerity Partners LLC$532.1M7772026-06-30
Fifth Third Bancorp$501.5M02026-06-30
Cresset Asset Management, LLC$497.4M2122026-06-30
Hightower Advisors, LLC$492.5M1,0462026-06-30
Cetera Investment Advisers$417M10,3702026-06-30
Commonwealth Equity Services, LLC$367M2,8632026-06-30
Nationwide Fund Advisors$362.5M02026-06-30
Catalyst Capital Advisors LLC$361M72026-06-30
Millburn Ridgefield LLC$361M02026-06-30
Corient Private Wealth LP$341.1M6742026-06-30
Circle Wealth Management, LLC$339.5M112026-06-30
Pathstone Holdings, LLC$332.4M02026-06-30
Alesco Advisors, LLC, An Esl Company$327.6M142026-06-30
Huntington National Bank$325.7M02026-06-30
Mai Capital Management$303.9M3082026-06-30
Wealthspire Advisors, LLC$300.4M2372026-06-30
Valeo Financial Advisors, LLC$281.5M1082026-06-30
Rockefeller Capital Management LP$280.8M3462026-06-30
Brown Advisory Inc$263.8M02026-06-30
Focus Partners Wealth$257.1M1,0482026-06-30
Osaic Holdings, Inc.$252.5M02026-06-30
Mariner, LLC$244M02026-06-30
Mesirow Financial Investment Management, Inc.$240M922026-06-30
Haverford Trust Co$237.2M02026-06-30
Wealth Enhancement Advisory Services, LLC$236.8M1,0262026-06-30
Moneta Group Investment Advisors LLC$219.8M2562026-06-30
Modera Wealth Management, LLC$210.8M1352026-06-30
Mercer Global Advisors Inc /adv$203.4M02026-06-30
MML Investors Services, LLC$202.6M5,1202026-06-30
Bridges Investment Management Inc$197.8M312026-06-30
Bleakley Financial Group, LLC$196.3M1242026-06-30
Creative Planning$185.7M1,1712026-06-30
Clark Capital Management Group, Inc.$184.6M12026-06-30
Missouri Education Pension Trust$180.4M02026-06-30
Victory Capital Management Inc.$177.5M1062026-06-30
Teacher Retirement System of Texas$175.9M02026-06-30
Allworth Financial, LP$173.2M3172026-06-30
Beacon Investment Advisory Services, Inc.$171.9M312026-06-30
Franklin Resources Inc$171.2M02026-06-30
United Capital Financial Advisors, LLC$166M1662026-06-30
Farmers & Merchants Investments Inc$165.6M02026-06-30
Stifel Financial Corp$162.6M02026-06-30
Assetmark, Inc$162.2M2202026-06-30
Acropolis Investment Management, LLC$146.1M372026-06-30
Destination Wealth Management$136.5M372026-06-30
Steward Partners Investment Advisory, LLC$134.9M4812026-06-30
Captrust Financial Advisors$133.7M9622026-06-30
Comerica Bank$132.7M02025-12-31
M&T Bank Corp$129M02026-06-30
Kestra Advisory Services, LLC$128.6M1,4792026-06-30
Members Trust Co$127.6M02026-06-30
&partners$126.9M5552026-06-30
Beacon Pointe Advisors, LLC$126.7M4662026-06-30
Westend Advisors, LLC$125.7M02026-06-30
State Street Corp$118.3M02026-06-30
Farther Finance Advisors, LLC$117.5M3342026-06-30
Sequoia Financial Group, LLC$108.8M2582026-06-30
Atlantic Union Bankshares Corp$105.9M02026-06-30
Whittier Trust Co$105.6M02026-06-30
Mission Wealth Management, LP$104.7M1382026-06-30
Steele Capital Management, Inc.$104.5M152026-06-30
Glenview Trust Co$103.9M02026-06-30
Accredited Investors Inc.$100.1M32026-06-30
First Interstate Bank$97.4M02026-06-30
Ieq Capital, LLC$96.3M1972026-06-30
Johnson Investment Counsel Inc$95.5M652026-06-30
Swf LLC$93.5M02026-06-30
Sage Financial Group Inc$92.3M202026-06-30
Bartlett & Co. Wealth Management LLC$92M322026-06-30
Newedge Advisors$89.5M6012026-06-30
Klingman & Associates, LLC$88.5M92026-06-30
Equitable Holdings, Inc.$87.8M02026-06-30
Alaska Permanent Capital Management, LLC$86.2M12026-06-30
Concurrent Investment Advisors, LLC$80.4M3492026-06-30
Sigma Investment Counselors Inc$79.9M102026-06-30
Bokf, NA$79.7M02026-06-30
Umb Bank, N.A.$77.5M02026-06-30
Venturi Wealth Management, LLC$75.7M202026-06-30
Wealth Architects, LLC$74.9M152026-06-30
First Business Financial Services, Inc.$74.5M02026-06-30
Clearstead; Clearstead Advisory Solutions$73.6M642026-06-30
Atlanta Consulting Group Advisors, LLC$73.1M82026-06-30
Greenleaf Trust$72.8M02026-06-30
Abound Wealth Management$72.8M162026-06-30
New York Life Investment Management LLC$72.6M892026-06-30
Cahaba Wealth Management, Inc.$71.9M172026-06-30
Connecticut Wealth Management, LLC$71M502026-06-30
Fulton Breakefield Broenniman LLC$70.6M112026-06-30
Ep Wealth Advisors, LLC$69.9M3382026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$69.9M02026-06-30
Private Advisor Group, LLC$69.5M9272026-06-30
Stratos Wealth Partners, Ltd.$69.4M3862026-06-30
Blb&b Advisors, LLC$69M202026-06-30
Alliancebernstein LP$68.4M5172026-06-30
Oakworth Capital, Inc.$68.4M02026-06-30
Axxcess Wealth Management, LLC$66.9M382026-06-30
Bangor Savings Bank$66.5M02026-06-30
Global Retirement Partners LLC$65.4M4912026-06-30
Lido Advisors, LLC$65.3M3202026-06-30
Synovus Financial Corp$64M02025-09-30
Full Sail Capital, LLC$63.8M02025-09-30
Blair William & Co/il$62.9M3292026-06-30
Fiduciary Trust Co$62.9M02026-06-30
Financial Advisors, LLC$62.7M02025-09-30
Silveroak Wealth Management LLC$61.8M72026-06-30
Ally Invest Advisors$60.9M822026-06-30
MacKenzie Financial Corp$60.7M02026-06-30
Legacy Wealth Management, LLC$60.7M152026-06-30
Rebalance, LLC$60.7M92026-06-30
Pinnacle Financial Partners, Inc.$60.3M02026-06-30
Berman McAleer$59.6M132026-06-30
Sigfig Wealth Management, LLC$59.5M42026-06-30
Arcataur Capital Management LLC$59.3M72026-06-30
Citigroup Inc$59.2M02026-06-30
Capital Asset Advisory Services LLC$58.5M692026-06-30
Maple Capital Management, Inc.$58.3M152026-06-30
Public Sector Pension Investment Board$57.2M02026-06-30
Rkl Private Wealth$56.5M292026-06-30
Conning Inc.$56.2M12026-06-30
Ifg Advisors, LLC$55.9M82026-06-30
Chesley Taft & Associates LLC$55.1M62026-06-30
Investment Management Group$54.4M252026-06-30
First Financial Bank - Trust Division$54.3M02026-06-30
Alphacore Capital LLC$54.3M692026-06-30
TIAA-CREF Individual & Institutional Services, LLC$53.7M1,7212026-06-30
Frontier Asset Management, LLC$53.6M92026-06-30
Arrow Financial Corp$53.6M02026-06-30
United Bank$53.4M02026-06-30
Wit, LLC$53.1M02026-06-30
Mcf Advisors LLC$52.9M332026-06-30
Planning Alternatives Ltd /adv$52.5M102026-06-30
Legacy Advisors, LLC$52.1M192026-06-30
First Financial Bankshares Inc$52M02026-06-30
Barclays PLC$51.7M02026-06-30
Amplius Wealth Advisors$50.8M112026-06-30
Pine Ridge Advisers LLC$50.7M02026-06-30
Ballentine Partners, LLC$50.6M902026-06-30
Summit Financial Strategies, Inc.$50.5M202026-06-30
Sanctuary Advisors, LLC$50.4M4012026-06-30
Vision Capital Management, Inc.$50.4M02026-06-30
Trilogy Capital, Inc.$49.8M722026-06-30
Becker Capital Management Inc$49.7M232026-06-30
Whittier Trust Co of Nevada Inc$48.6M02026-06-30
Magnus Financial Group LLC$48.6M102026-06-30
Urban Financial Advisory Corp$48M32026-06-30
Starr Indemnity & Liability Co$47.6M02026-06-30
Shoker Investment Counsel, Inc.$47.5M32026-06-30
Advisory Services Network$47.3M2532026-06-30
First National Trust Co$47.2M02026-06-30
Bluespring Wealth Management, LLC$46.9M502026-06-30
Jfs Wealth Advisors, LLC$46.9M332026-06-30
Painted Porch Advisors LLC$46.5M142026-06-30
Graves Light Lenhart Wealth, Inc.$46.1M82026-06-30
Principal Financial Group Inc$45.7M02026-06-30
Arax Advisory Partners$45.3M2322026-06-30
Calamos Wealth Management LLC$45.1M402026-06-30
Founders Financial Securities LLC$44.6M1172026-06-30
Fifth Third Wealth Advisors LLC$44.2M662026-06-30
Colony Family Offices, LLC$44M72026-06-30
Hb Wealth Management, LLC$43.9M1692026-06-30
Horizon Investments, LLC$43.9M272026-06-30
One Day In July LLC$43.9M142026-06-30
Envestnet Portfolio Solutions, Inc.$43.4M32026-06-30
Elk River Wealth Management LLC$43.4M12026-06-30
Oppenheimer & Co. Inc.$43M1,1662026-06-30
Grove Bank & Trust$41.9M02026-06-30
Fiducient Advisors LLC$41.9M692026-06-30
Kintra Wealth, LLC$41.7M472026-06-30
Albion Financial Group /ut$41.4M02026-06-30
Capital Investment Advisors, LLC$41.2M592026-06-30
Alaska Wealth Advisors, LLC$40.7M132026-06-30
Rtd Financial Advisors, Inc.$40.3M202026-06-30
Lowe Brockenbrough & Co Inc$40.2M152026-06-30
Mbl Advisors$40M102026-06-30
Hudock, Inc.$39.9M92026-06-30
Bar Harbor Wealth Management$39.6M02026-06-30
Vestmark Advisory Solutions, Inc.$39.4M82026-06-30
Lazard Asset Management LLC$39.3M322026-06-30
Ferguson Wellman Capital Management, Inc$39.1M272026-06-30
Massmutual Private Wealth & Trust, Fsb$39M02026-06-30
Northrock Partners, LLC$39M912026-06-30
Valmark Advisers, Inc.$38.5M2952026-06-30
Elevation Point Wealth Partners, LLC$38M562026-06-30
Guidance Capital, Inc.$38M82026-06-30
Merit Financial Group, LLC$37M2952026-06-30
Focus Partners Advisor Solutions, LLC$36.9M422026-06-30
Voya Financial Advisors, Inc.$36.6M7412026-06-30
Madison Asset Management, LLC$36.5M12026-06-30
Hancock Whitney Corp$36.4M02026-06-30
Fsa Wealth Partners, Inc.$36.4M82026-06-30
Round Rock Advisors LLC$36.3M102026-06-30
Single Point Partners$36.3M112026-06-30
Financial Enhancement Group LLC$35.6M272026-06-30
Ashton Thomas Private Wealth, LLC$35.6M962026-06-30
Oppenheimer Asset Management$35.5M52026-06-30
Savant Wealth Management$35.5M4052026-06-30
Commerce Bank$35.4M02026-06-30
Capital Advisors Inc/ok$35M02026-06-30
Private Wealth Asset Management$34.9M222026-06-30
CIBC Bancorp USA Inc.$34.3M02026-06-30
Integrated Wealth Concepts LLC$34.3M4802026-06-30
Dimension Capital Management LLC$34.1M02026-06-30
Pinnacle Associates, Ltd.$34M332026-06-30
Proathlete Wealth Management LLC$33.9M42026-06-30
Headinvest, LLC$33.7M72026-06-30
Resonant Capital Advisors, LLC$33.5M152026-06-30
Courier Capital LLC$33.3M142026-06-30
Rehmann Capital Advisory Group$33.2M422026-06-30
Cedar Mountain Advisors, LLC$33.1M62026-06-30
Oakwell Private Wealth Management, LLC$33.1M112026-06-30
1st Source Bank$32.9M02026-06-30
Bogart Wealth, LLC$32.9M242026-06-30
Ltg Capital LLC$32.9M22026-06-30
Gladstone Institutional Advisory LLC$32.7M1082026-06-30
Citizens Financial Group Inc/ri$32.5M02026-06-30
Aqr Capital Management LLC$32.5M12026-06-30
Liquid Strategies, LLC$32.4M22026-06-30
True Financial Group$32.3M22026-06-30
Smith, Moore & Co.$32M452026-06-30
Birch Hill Investment Advisors LLC$31.7M02026-06-30
Pittenger & Anderson Inc$31.6M142026-06-30
Conservest Capital Advisors Inc$31.4M72026-06-30

The 250 largest of 2,964 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30