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

iShares Core S&P Small-Cap ETF logo
$108.46 -1.82 (-1.65%)
Closing price 08/1/2025 04:10 PM Eastern
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$108.46 +0.00 (+0.00%)
As of 08/1/2025 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Current
Institutional Ownership
Percentage
66.92%
Number of
Institutional Buyers
(last 12 months)
1935
Total
Institutional Inflows
(last 12 months)
$13.96B
Number of
Institutional Sellers
(last 12 months)
1485
Total
Institutional Outflows
(last 12 months)
$3.88B
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IJR Institutional Buying and Selling by Quarter

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
8/1/2025Bank of Jackson Hole Trust14,449$1.58M0.9%+8.8%0.002%
8/1/2025Paradigm Strategies in Wealth Management LLC146,252$15.98M10.5%-0.2%0.020%
8/1/2025Motco7,037$776K0.1%-36.0%0.001%
8/1/2025Winebrenner Capital Management LLC14,520$1.59M1.3%-1.8%0.002%
8/1/2025Biltmore Family Office LLC31,283$3.42M0.6%-0.7%0.004%
8/1/2025PCA Investment Advisory Services Inc.30,461$3.33M1.4%+6.1%0.004%
8/1/2025Milestone Asset Management Group LLC3,700$404K0.3%+23.7%0.001%
8/1/2025James Investment Research Inc.2,085$228K0.0%-79.5%0.000%
8/1/2025Providence First Trust Co7,641$835K0.3%N/A0.001%
8/1/2025Planning Directions Inc.52,289$5.72M3.2%+6.2%0.007%
8/1/2025Redmond Asset Management LLC2,934$321K0.1%-22.2%0.000%
8/1/2025Zhang Financial LLC16,457$1.80M0.1%+2.4%0.002%
8/1/2025New York Life Investment Management LLC359,820$39.33M0.4%+1.5%0.049%
8/1/2025 GGM Financials LLC5,844$639K0.1%-5.6%0.001%
8/1/2025Heritage Wealth Management Inc. Texas27,407$3.00M1.5%-5.8%0.004%
8/1/2025Integral Investment Advisors Inc.6,143$671K0.2%-8.1%0.001%
8/1/2025First National Trust Co467,501$51.09M1.9%-1.1%0.064%
8/1/2025Purkiss Capital Advisors LLC2,151$235K0.1%N/A0.000%
8/1/2025Clark Asset Management LLC3,596$393K0.1%-21.5%0.000%
8/1/2025Centerpoint Advisors LLC125,813$13.75M4.7%-2.5%0.017%
8/1/2025May Hill Capital LLC63,598$6.95M2.3%-1.2%0.009%
8/1/2025Equita Financial Network Inc.6,550$716K0.3%-5.3%0.001%
8/1/2025Logan Capital Management Inc.1,000$109K0.0%-10.1%0.000%
8/1/2025GWN Securities Inc.4,846$531K0.1%-72.8%0.001%
8/1/2025Advisory Alpha LLC6,058$662K0.0%-4.1%0.001%
8/1/2025Rossby Financial LCC3,683$403K0.1%+3.5%0.001%
8/1/2025SYM FINANCIAL Corp1,133$124K0.0%+94.0%0.000%
8/1/2025Facet Wealth Inc.2,774$306K0.0%+3.6%0.000%
8/1/2025Transcend Capital Advisors LLC32,073$3.51M0.3%+4.1%0.004%
8/1/2025Cobblestone Capital Advisors LLC NY22,316$2.44M0.1%+67.1%0.003%
8/1/2025Penobscot Wealth Management3,393$371K0.1%-9.7%0.000%
8/1/2025Bessemer Group Inc.840,922$91.91M0.1%-6.5%0.116%
8/1/2025Koss Olinger Consulting LLC3,492$382K0.0%-11.3%0.000%
8/1/2025Financial Counselors Inc.19,706$2.15M3.0%-92.7%0.003%
8/1/2025Brookwood Investment Group LLC2,264$247K0.0%-19.1%0.000%
8/1/2025GoalVest Advisory LLC699$76K0.0%-58.0%0.000%
8/1/2025First Command Advisory Services Inc.9,171,730$1.00B8.6%+2.4%1.261%
8/1/2025Curat Global LLC21,775$2.38M2.2%-51.8%0.003%
8/1/2025Ashton Thomas Private Wealth LLC177,469$19.40M0.7%-29.8%0.024%
8/1/2025Solstein Capital LLC10,073$1.10M0.5%-27.0%0.001%
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8/1/2025Envestnet Asset Management Inc.16,819,881$1.84B0.5%-5.6%2.312%
7/31/2025 Resonant Capital Advisors LLC250,176$27.34M1.7%+0.8%0.034%
7/31/2025 New Hampshire Trust29,654$3.24M0.7%-1.2%0.004%
7/31/2025 Oppenheimer Asset Management Inc.59,256$6.48M0.1%-50.2%0.008%
7/31/2025 Orion Capital Management LLC7,823$855K0.3%-5.0%0.001%
7/31/2025 Ballast Advisors LLC1,598$175K0.1%-8.1%0.000%
7/31/2025 Forte Asset Management LLC6,331$692K0.4%-34.5%0.001%
7/31/2025 Conservest Capital Advisors Inc.153,343$16.76M1.7%-37.9%0.021%
7/31/2025 Darden Wealth Group Inc13,350$1.46M0.9%-8.2%0.002%
7/31/2025 Schneider Downs Wealth Management Advisors LP101,455$11.09M1.7%+2.1%0.014%
7/31/2025 Interchange Capital Partners LLC14,757$1.61M0.4%+3.1%0.002%
7/31/2025 Brighton Jones LLC33,046$3.61M0.1%+6.2%0.005%
7/31/2025 Waldron Private Wealth LLC34,413$3.76M0.2%-0.4%0.005%
7/31/2025 RedJay Asset Management Inc.90,000$9.84M2.3%+112.3%0.012%
7/31/2025 Graybill Wealth Management LTD.47,074$5.15M1.7%+0.6%0.006%
7/31/2025 Leavell Investment Management Inc.37,482$4.10M0.2%-11.3%0.005%
7/31/2025 Burke & Herbert Bank & Trust Co.84,314$9.22M2.1%-0.4%0.012%
7/31/2025 Ramsay Stattman Vela & Price Inc.11,723$1.28M0.2%+5.1%0.002%
7/31/2025 City State Bank1,978$216K0.1%-15.6%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC24,172$2.64M0.0%-19.3%0.003%
7/31/2025 Curio Wealth LLC270$30K0.0%+26,900.0%0.000%
7/31/2025 Richards Merrill & Peterson Inc.11,734$1.28M0.6%+12.5%0.002%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC32,779$3.66M1.3%+3.9%0.005%
7/31/2025 Glass Jacobson Investment Advisors llc5,001$547K0.2%-12.3%0.001%
7/31/2025 Carrera Capital Advisors15,309$1.67M0.3%-21.2%0.002%
7/31/2025 PKO Investment Management Joint Stock Co39,786$4.35M0.5%-20.1%0.005%
7/31/2025 Pinnacle Wealth Management Group Inc.9,765$1.07M0.6%-1.7%0.001%
7/31/2025 Sage Mountain Advisors LLC36,753$4.02M0.3%-9.1%0.005%
7/31/2025 Lee Danner & Bass Inc.36,049$3.94M0.3%-0.3%0.005%
7/31/2025 Kathleen S. Wright Associates Inc.5,182$566K0.2%-2.8%0.001%
7/31/2025 3EDGE Asset Management LP3,302$361K0.0%N/A0.000%
7/31/2025 First Business Financial Services Inc.562,741$61.50M5.5%-1.2%0.077%
7/31/2025 Moloney Securities Asset Management LLC12,855$1.41M0.2%-30.5%0.002%
7/31/2025 Jackson Hole Capital Partners LLC4,610$504K0.1%+2.6%0.001%
7/31/2025 Opus Capital Group LLC347,703$38M4.6%-4.6%0.048%
7/31/2025 AlTi Global Inc.24,652$2.69M0.1%-7.5%0.003%
7/31/2025 Cardinal Point Capital Management ULC2,309$252K0.0%-15.5%0.000%
7/31/2025 180 Wealth Advisors LLC7,879$861K0.1%-1.7%0.001%
7/31/2025 Guardian Asset Advisors LLC21,096$2.31M1.3%+8.1%0.003%
7/31/2025 Carnegie Investment Counsel48,805$5.33M0.1%-4.4%0.007%
7/31/2025 Moser Wealth Advisors LLC500$55K0.0%-52.2%0.000%
7/31/2025 SoundView Advisors Inc.86,117$9.41M3.5%+3.1%0.012%
7/31/2025 Avion Wealth13,903$1.52M0.3%+38.2%0.002%
7/31/2025 FSM Wealth Advisors LLC139,377$15.49M2.5%+7.3%0.019%
7/31/2025 Gallagher Capital Advisors LLC24,164$2.72M2.2%-28.2%0.003%
7/31/2025 Turning Point Benefit Group Inc.3,482$381K0.3%+32.3%0.000%
7/31/2025 Cadinha & Co. LLC13,345$1.46M0.2%-14.9%0.002%
7/30/2025 KPP Advisory Services LLC48,088$5.26M0.9%-0.2%0.007%
7/30/2025 First Citizens Bank & Trust Co.81,268$8.88M0.1%-26.9%0.011%
7/30/2025 Roman Butler Fullerton & Co.15,393$1.74M0.5%-11.7%0.002%
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7/30/2025 Cornerstone Advisory LLC184,748$20.19M2.2%-2.9%0.025%
7/30/2025 Bleakley Financial Group LLC290,589$31.76M0.8%+63.5%0.040%
7/30/2025 Insight Advisors LLC PA7,607$831K0.1%+7.6%0.001%
7/30/2025 Cambridge Capital Management LLC166,138$18.16M9.7%N/A0.023%
7/30/2025 Connors Investor Services Inc.5,678$621K0.1%+143.9%0.001%
7/30/2025 Strategic Blueprint LLC73,336$8.02M0.4%-11.8%0.010%
7/30/2025 Principle Wealth Partners LLC10,285$1.12M0.1%-96.4%0.001%
7/30/2025 Sonata Capital Group Inc.8,006$875K0.3%-7.6%0.001%
7/30/2025 Clifford Swan Investment Counsel LLC84,140$9.20M0.3%-2.0%0.012%
7/30/2025 Freedom Investment Management Inc.29,847$3.26M0.3%-23.8%0.004%
(Data available from 1/1/2016 forward)

IJR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJR shares?

During the previous two years, 2,814 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. ($4.08B), Bank of America Corp DE ($3.69B), FMR LLC ($2.62B), Kingstone Capital Partners Texas LLC ($2.05B), Wells Fargo & Company MN ($1.98B), Envestnet Asset Management Inc. ($1.84B), and Morgan Stanley ($1.75B).Learn more on iShares Core S&P Small-Cap ETF's institutional investors.

What percentage of iShares Core S&P Small-Cap ETF's stock is owned by institutional investors?

66.92% of iShares Core S&P Small-Cap ETF's stock is owned by institutional investors. Learn more on IJR's institutional investor holdings.

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

Of the 2,476 institutional investors that purchased iShares Core S&P Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($19.25M), Raymond James Financial Inc. ($14.21M), Envestnet Asset Management Inc. ($10.03M), Mullooly Asset Management Inc. ($6.79M), International Assets Investment Management LLC ($3.83M), LPL Financial LLC ($3.28M), and Citigroup Inc. ($2.76M).

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

Institutional investors have bought a total of 125,807,396 shares in the last 24 months. This purchase volume represents approximately $13.96B in transactions.

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

Of the 1,481 institutional investors that sold iShares Core S&P Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Truist Financial Corp ($2.13M), International Assets Investment Management LLC ($1.54M), Envestnet Asset Management Inc. ($1.34M), Venturi Wealth Management LLC ($933.09K), Bank of New York Mellon Corp ($883.37K), Dynasty Wealth Management LLC ($792.18K), and JPMorgan Chase & Co. ($738.76K).

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

Institutional investors have sold a total of 35,603,668 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


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This page (NYSEARCA:IJR) was last updated on 8/2/2025 by MarketBeat.com Staff
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