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iShares Core S&P Small-Cap ETF (IJR) Institutional Ownership

iShares Core S&P Small-Cap ETF logo
$107.36 -0.65 (-0.60%)
Closing price 04:10 PM Eastern
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$107.44 +0.08 (+0.08%)
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Institutional Ownership Changes (13F Filings) for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Number of
Institutional Buyers
(last 12 months)
1824
Total
Institutional Inflows
(last 12 months)
$9.76B
Number of
Institutional Sellers
(last 12 months)
1164
Total
Institutional Outflows
(last 12 months)
$3.44B
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IJR Institutional Buying and Selling by Quarter

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iShares Core S&P Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.18,380$2.12M1.8%N/A0.002%
3/21/2025Nestegg Advisors Inc.105,257$12.50M12.6%N/A0.014%
3/19/2025M1 Capital Management LLC4,066$468K0.3%N/A0.001%
3/19/2025Northeast Planning Associates INC. NH2,051$236K0.2%N/A0.000%
3/19/2025Chancellor Financial Group WB LP2,734$315K0.3%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC1,347,392$155.25M0.3%+12.7%0.180%
3/17/2025 NorthCrest Asset Manangement LLC12,183$1.40M0.0%-1.6%0.002%
3/17/2025Members Wealth LLC2,417$279K0.2%N/A0.000%
3/14/2025Tableaux LLC3,404$392K0.3%N/A0.000%
3/13/2025PKO Investment Management Joint Stock Co39,786$4.58M0.6%N/A0.005%
3/12/2025 Centaurus Financial Inc.23,545$2.71M0.2%+32.1%0.003%
3/11/2025 Anchor Pointe Wealth Management LLC1,830$210K0.3%N/A0.000%
3/10/2025 SpringVest Wealth Management LLC2,295$264K0.2%N/A0.000%
3/10/2025 Old North State Trust LLC11,188$1.29M0.8%-2.3%0.001%
3/10/2025 Capstone Triton Financial Group LLC25,317$2.92M1.8%-3.6%0.003%
3/7/2025 Alpha Wealth Funds LLC17,385$2.00M1.9%N/A0.002%
3/6/2025 Copia Wealth Management2,289$264K0.3%N/A0.000%
3/5/2025 Financial Insights Inc.1,912$220K0.1%-52.4%0.000%
3/5/2025 Probity Advisors Inc.8,832$1.02M0.2%-9.2%0.001%
3/4/2025 Smith Shellnut Wilson LLC ADV21,803$2.51M1.1%+11.7%0.003%
3/3/2025 American Investment Services Inc.5,670$653K0.1%-7.3%0.001%
2/28/2025 BridgePort Financial Solutions LLC16,965$1.88M0.9%N/A0.002%
2/28/2025 Park Square Financial Group LLC1,344$155K0.1%N/A0.000%
2/28/2025 Menard Financial Group LLC841$97K0.1%N/A0.000%
2/28/2025 Brooklyn FI LLC48,514$5.80M0.9%N/A0.006%
2/27/2025Jefferies Financial Group Inc.52,614$6.06M0.0%-21.9%0.007%
2/27/2025 ABLE Financial Group LLC23,487$2.71M0.8%-57.1%0.003%
2/27/2025 KMT Wealth Management LLC6,422$740K0.6%N/A0.001%
2/27/2025 XY Planning Network Inc.19,174$2.21M1.7%N/A0.003%
2/27/2025 HWG Holdings LP5,985$690K0.2%-94.8%0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.24,391$2.81M0.4%+17.8%0.003%
2/26/2025 Ballentine Capital Advisors Inc4,992$575K0.3%-2.4%0.001%
2/26/2025 Lakeshore Capital Group Inc.1,837$212K0.3%N/A0.000%
2/26/2025 Advisor Resource Council4,747$547K0.4%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.46,165$5.32M0.2%-22.3%0.006%
2/25/2025 Armis Advisers LLC2,301$265K0.0%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC24,244$2.79M0.2%+8.6%0.003%
2/25/2025 Integrated Advisors Network LLC68,275$7.87M0.4%+3.9%0.009%
2/25/2025 Chokshi & Queen Wealth Advisors Inc4,273$492K0.3%N/A0.001%
2/25/2025 Garde Capital Inc.48,034$5.53M0.4%-0.5%0.007%
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2/24/2025 Wilkins Miller Wealth Management LLC4,534$522K0.5%N/A0.001%
2/24/2025 Liberty Square Wealth Partners LLC11,958$1.40M0.5%N/A0.002%
2/24/2025 Great Valley Advisor Group Inc.101,597$11.71M0.3%+9.8%0.014%
2/24/2025 Ameriflex Group Inc.6,338$751K0.3%N/A0.001%
2/24/2025 United Advisor Group LLC19,567$2.26M0.4%+386.5%0.003%
2/22/2025 American Trust12,285$1.42M0.1%N/A0.002%
2/21/2025 Ascent Group LLC12,081$1.39M0.1%-25.4%0.002%
2/21/2025 Vermillion Wealth Management Inc.3,623$417K0.2%N/A0.000%
2/21/2025 AlphaCore Capital LLC2,427$280K0.1%+42.4%0.000%
2/20/2025 Mackenzie Financial Corp153,490$17.69M0.0%+4.7%0.021%
2/20/2025 Forum Financial Management LP3,748$432K0.0%+41.5%0.001%
2/20/2025 Ball & Co Wealth Management Inc.547$63K0.1%N/A0.000%
2/19/2025 Orin Green Financial LLC46,931$5.41M2.4%+0.6%0.006%
2/19/2025 Three Cord True Wealth Management LLC1,794$207K0.2%N/A0.000%
2/19/2025 Formidable Asset Management LLC5,676$654K0.1%+37.7%0.001%
2/19/2025 Richmond Investment Services LLC2,197$253K0.1%N/A0.000%
2/19/2025 Invst LLC3,137$361K0.0%-21.7%0.000%
2/19/2025 Pinney & Scofield Inc.2,904$335K0.3%N/A0.000%
2/18/2025 Pacific Point Advisors LLC11,600$1.37M0.8%N/A0.002%
2/18/2025 Wick Capital Partners LLC48,755$5.62M1.7%+1.3%0.007%
2/18/2025 Western Wealth Management LLC12,434$1.43M0.4%-73.0%0.002%
2/18/2025 Helium Advisors LLC7,831$902K0.7%N/A0.001%
2/18/2025 Sunbelt Securities Inc.53,209$6.12M0.5%+2.9%0.007%
2/18/2025 GTS Securities LLC62,478$7.20M0.4%+117.7%0.009%
2/18/2025 Fourth Dimension Wealth LLC2,234$257K0.1%N/A0.000%
2/18/2025 Vise Technologies Inc.3,767$434K0.0%N/A0.001%
2/18/2025 Pettinga Financial Advisors LLC93,501$10.77M2.4%-0.1%0.013%
2/18/2025 Retirement Planning Group LLC36,619$4.22M0.2%-25.4%0.005%
2/18/2025 AAF Wealth Management LLC31,330$3.61M1.8%-9.6%0.004%
2/18/2025 Navalign LLC184,600$21.27M6.3%+1.1%0.025%
2/18/2025 Connecticut Wealth Management LLC1,010,875$116.47M5.5%+5.3%0.139%
2/18/2025 Headinvest LLC251,008$28.92M5.5%-1.1%0.035%
2/18/2025 City National Bank of Florida MSD7,066$814K0.7%N/A0.001%
2/18/2025 JT Stratford LLC85,220$9.82M1.6%+11.1%0.012%
2/18/2025 Cornerstone Advisory LLC210,297$24.62M2.8%+0.8%0.029%
2/18/2025 Nepc LLC33,476$3.86M0.1%+1.4%0.005%
2/18/2025 Mosaic Family Wealth Partners LLC2,182$251K0.0%+5.5%0.000%
2/18/2025 Pinnacle Financial Group LLC IL4,545$524K0.2%+5.7%0.001%
2/18/2025 Harmony Asset Management LLC21,669$2.50M1.0%-2.9%0.003%
2/18/2025 49 Wealth Management LLC7,518$866K0.1%-10.7%0.001%
2/18/2025 Orion Capital Management LLC8,262$952K0.4%-9.8%0.001%
2/18/2025 JDM Financial Group LLC762$88K0.0%+16.9%0.000%
2/18/2025 Novem Group20,705$2.39M0.3%N/A0.003%
2/18/2025 MidWestOne Financial Group Inc.1,840$212K0.0%-12.8%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC28,003$3.23M0.1%+26.9%0.004%
2/18/2025 Ames National Corp14,022$1.62M1.0%N/A0.002%
2/18/2025 Glen Eagle Advisors LLC23,059$2.66M0.4%+9.6%0.003%
2/18/2025 White Knight Strategic Wealth Advisors LLC32,237$3.71M1.6%+94.4%0.004%
2/18/2025 Mpwm Advisory Solutions LLC479$55K0.0%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC23,989$2.76M2.9%+5.2%0.003%
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2/18/2025 Delta Investment Management LLC2,133$246K0.0%N/A0.000%
2/17/2025 Urban Financial Advisory Corp36,049$4.15M2.3%+2.1%0.005%
2/17/2025 Vista Investment Management42,166$4.86M1.8%-1.8%0.006%
2/17/2025 Waverly Advisors LLC70,172$8.09M0.1%+85.2%0.010%
2/17/2025 Williams Jones Wealth Management LLC.5,996$691K0.0%-8.3%0.001%
2/17/2025 Willis Johnson & Associates Inc.196,681$22.66M1.7%+3.1%0.027%
2/17/2025 Wilshire Advisors LLC27,318$3.15M1.1%+11.8%0.004%
2/17/2025 Windsor Advisory Group LLC6,989$805K0.9%+14.5%0.001%
2/17/2025 Vident Advisory LLC9,708$1.12M0.0%+209.7%0.001%
2/17/2025 Visionary Wealth Advisors17,180$1.98M0.1%+2.9%0.002%
(Data available from 1/1/2016 forward)

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IJR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJR shares?

During the previous two years, 2,761 institutional investors and hedge funds held shares of iShares Core S&P Small-Cap ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($3.72B), Bank of America Corp DE ($3.69B), FMR LLC ($2.62B), Envestnet Asset Management Inc. ($2.09B), Wells Fargo & Company MN ($1.98B), LPL Financial LLC ($1.80B), and Morgan Stanley ($1.75B).Learn more on IJR's institutional investors.

Which institutional investors have been buying iShares Core S&P Small-Cap ETF stock?

Of the 2,427 institutional investors that purchased iShares Core S&P Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($14.49M), Raymond James Financial Inc. ($14.21M), International Assets Investment Management LLC ($3.83M), Bank of New York Mellon Corp ($3.41M), LPL Financial LLC ($3.03M), Citigroup Inc. ($2.82M), and Raymond James & Associates ($2.26M).

How much institutional buying is happening at iShares Core S&P Small-Cap ETF?

Institutional investors have bought a total of 166,064,094 shares in the last 24 months. This purchase volume represents approximately $17.73B in transactions.

Which iShares Core S&P Small-Cap ETF major shareholders have been selling company stock?

Of the 1,710 institutional investors that sold iShares Core S&P Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($9.51M), Whalerock Point Partners LLC ($5.59M), US Bancorp DE ($3.67M), Cresset Asset Management LLC ($2.45M), Bank of New York Mellon Corp ($1.58M), International Assets Investment Management LLC ($1.55M), and Baird Financial Group Inc. ($1.40M).

How much institutional selling is happening at iShares Core S&P Small-Cap ETF?

Institutional investors have sold a total of 83,600,982 shares in the last 24 months. This volume of shares sold represents approximately $8.70B in transactions.


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This page (NYSEARCA:IJR) was last updated on 3/25/2025 by MarketBeat.com Staff
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