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

iShares Core S&P Small-Cap ETF logo
$111.16 -1.92 (-1.70%)
Closing price 07/7/2025 04:10 PM Eastern
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$111.50 +0.34 (+0.31%)
As of 08:51 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1914
Total
Institutional Inflows
(last 12 months)
$11.55B
Number of
Institutional Sellers
(last 12 months)
1385
Total
Institutional Outflows
(last 12 months)
$3.57B
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Skip Chart & View Institutional Buying and Selling Data

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
7/8/2025Twele Capital Management Inc.170,180$18.60M3.7%+0.7%0.023%
7/8/2025Parallel Advisors LLC84,874$9.28M0.2%-10.7%0.012%
7/8/2025Madison Park Capital Advisors LLC37,840$4.14M3.5%-8.8%0.005%
7/7/2025RF&L Wealth Management LLC7,119$778K0.5%+104.3%0.001%
7/7/2025Horizons Wealth Management6,646$726K0.5%-11.9%0.001%
7/7/2025Upper Left Wealth Management LLC5,032$550K0.4%+7.0%0.001%
7/7/2025Teamwork Financial Advisors LLC5,946$650K0.1%-15.0%0.001%
7/7/2025St. Clair Advisors LLC14,900$1.63M0.4%+4.8%0.002%
7/7/2025Capital Asset Advisory Services LLC346,981$38.50M1.8%+2.5%0.048%
7/7/2025Verde Capital Management42,765$4.67M1.2%-3.7%0.006%
7/7/2025Vishria Bird Financial Group LLC112,318$12.28M4.1%-1.0%0.016%
7/7/2025Somerset Trust Co5,059$553K0.2%-3.2%0.001%
7/7/2025Global Wealth Strategies & Associates690$75K0.0%-45.6%0.000%
7/7/2025Insight Wealth Strategies LLC6,092$676K0.1%-4.3%0.001%
7/7/2025Greenfield Savings Bank39,773$4.35M2.0%+3.7%0.005%
7/7/2025OMNI 360 Wealth Inc.11,813$1.29M0.6%-1.2%0.002%
7/7/2025Bangor Savings Bank489,981$53.55M4.8%-0.1%0.068%
7/7/2025Salem Investment Counselors Inc.5,079$555K0.0%-5.9%0.001%
7/7/2025Peterson Wealth Advisors LLC19,138$2.09M0.3%-19.6%0.003%
7/7/2025Centurion Wealth Management LLC7,165$783K0.2%-9.2%0.001%
7/7/2025Taylor & Morgan Wealth Management LLC2,060$225K0.2%N/A0.000%
7/7/2025RDA Financial Network17,451$1.91M0.5%-1.6%0.002%
7/3/2025 First Hawaiian Bank46,413$5.07M0.7%-6.3%0.006%
7/3/2025 Whitcomb & Hess Inc.154,763$16.91M4.8%+2.3%0.021%
7/3/2025 TrueWealth Advisors LLC2,485$272K0.1%+4.5%0.000%
7/3/2025 Garde Capital Inc.51,872$5.67M0.3%+1.8%0.007%
7/2/2025 InvesTrust5,611$613K0.2%+4.3%0.001%
7/2/2025 Dentgroup LLC2,228$244K0.2%-37.9%0.000%
7/2/2025 Helen Stephens Group LLC2,582$282K0.1%-17.1%0.000%
7/2/2025 Doliver Advisors LP4,602$503K0.1%-4.1%0.001%
7/2/2025 Jacobs & Co. CA1,836$200K0.0%N/A0.000%
7/2/2025 Central Pacific Bank Trust Division17,271$1.89M0.2%-17.5%0.002%
7/1/2025 Park National Corp OH2,299$251K0.0%N/A0.000%
7/1/2025 Harbor Investment Advisory LLC21,042$2.30M0.2%-21.0%0.003%
7/1/2025 Burkett Financial Services LLC78,564$8.59M3.1%+12.8%0.011%
7/1/2025 Kera Capital Partners Inc.1,887$206K0.0%N/A0.000%
7/1/2025 Private Client Services LLC2,783$304K0.1%+17.5%0.000%
7/1/2025 Stonehearth Capital Management LLC2,701$295K0.1%-95.2%0.000%
6/18/2025Voya Investment Management LLC415,303$43.43M0.0%-21.8%0.057%
6/17/2025Howe & Rusling Inc.75,593$7.91M0.7%+11.2%0.010%
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6/16/2025Maple Capital Management Inc.331,234$34.64M2.7%+7.1%0.046%
6/13/2025Optima Capital LLC26,456$2.77M1.8%-23.3%0.004%
6/10/2025Compass Financial Services Inc479$50K0.0%+594.2%0.000%
6/10/2025Birchbrook Inc.34,781$3.64M2.0%+3.1%0.005%
6/9/20251248 Management LLC23,393$2.43M1.0%+1.1%0.003%
6/6/2025eCIO Inc.87,087$9.11M3.0%N/A0.012%
6/5/2025Cim LLC2,583$270K0.0%-15.9%0.000%
6/4/2025 First Hawaiian Bank49,534$5.18M0.3%-12.0%0.007%
6/3/2025CBIZ Investment Advisory Services LLC4,741$496K0.0%-5.2%0.001%
6/3/2025Invst LLC3,454$361K0.0%+10.1%0.000%
6/2/2025Cim Investment Management Inc.220,346$24.21M5.5%+101.6%0.030%
6/2/2025Modern Wealth Management LLC34,806$3.64M0.1%+17.5%0.005%
5/29/2025Wilshire Advisors LLC27,920$2.92M1.0%+2.2%0.004%
5/29/2025Rhumbline Advisers30,959$3.24M0.0%+28.4%0.004%
5/28/2025Jones Financial Companies Lllp2,121,798$221.09M0.2%+22.3%0.289%
5/28/2025Intrua Financial LLC28,324$2.96M0.4%+37.6%0.004%
5/27/2025Jacobi Capital Management LLC25,818$2.70M0.2%-16.0%0.004%
5/27/2025Advisors Capital Management LLC7,896$826K0.0%-6.4%0.001%
5/27/2025SWS Partners16,394$1.71M0.5%-25.4%0.002%
5/22/2025Rollins Financial Advisors LLC2,323$243K0.0%-14.3%0.000%
5/21/2025Indiana Trust & Investment Management Co7,986$835K0.3%+2.9%0.001%
5/21/2025McAdam LLC44,910$4.70M0.3%-60.7%0.006%
5/21/2025Acadian Asset Management LLC10,822$1.13M0.0%+80.5%0.001%
5/21/2025Geneos Wealth Management Inc.59,244$6.20M0.2%-0.7%0.008%
5/21/2025CBM Financial LLC44,554$4.80M4.0%N/A0.006%
5/20/2025Acorns Advisers LLC2,886,776$301.87M2.9%+5.3%0.393%
5/20/2025Fortis Capital Advisors LLC95,019$9.94M2.0%+2,606.3%0.013%
5/20/2025Belpointe Asset Management LLC102,251$10.69M0.6%+702.2%0.014%
5/20/2025Focus Partners Wealth881,864$92.22M0.2%-13.7%0.120%
5/20/2025Flaharty Asset Management LLC1,914$200K0.0%-20.7%0.000%
5/20/2025Strive Asset Management LLC3,413$357K0.2%-30.8%0.000%
5/20/2025Integrity Alliance LLC.12,058$1.26M0.0%-40.6%0.002%
5/20/2025Anchor Investment Management LLC11,163$1.17M0.1%-20.6%0.002%
5/20/2025Glenview Trust co683,704$71.50M1.4%+2.8%0.093%
5/20/2025Chokshi & Queen Wealth Advisors Inc3,014$315K0.2%-29.5%0.000%
5/19/2025SageView Advisory Group LLC44,036$4.61M0.2%+7.4%0.006%
5/19/2025Advisory Alpha LLC6,314$660K0.0%+10.8%0.001%
5/19/2025SCS Capital Management LLC243,852$25.50M0.3%N/A0.033%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,912,735$200.02M0.1%+1,175.2%0.261%
5/16/2025Windsor Advisory Group LLC425$44K0.1%-93.9%0.000%
5/16/2025McIlrath & Eck LLC5,787$605K0.1%-11.5%0.001%
5/16/2025AAF Wealth Management LLC21,513$2.25M1.2%-31.3%0.003%
5/16/2025Northeast Financial Consultants Inc196,975$20.60M0.9%-10.8%0.027%
5/16/2025Peloton Wealth Strategists3,299$345K0.1%+3.9%0.000%
5/16/2025Ascent Group LLC22,018$2.30M0.1%+82.3%0.003%
5/16/2025Arete Wealth Advisors LLC23,031$2.41M0.2%-63.5%0.003%
5/16/2025Great Lakes Advisors LLC3,016$315K0.0%+29.1%0.000%
5/16/2025Bell Investment Advisors Inc67,416$7.05M1.3%-0.5%0.009%
5/16/2025Signature Estate & Investment Advisors LLC29,080$3.04M0.1%-6.5%0.004%
5/16/2025Ashton Thomas Private Wealth LLC252,887$26.44M1.0%-3.8%0.034%
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5/16/2025Goldman Sachs Group Inc.9,253,027$967.59M0.2%+3.9%1.281%
5/16/2025Cape Investment Advisory Inc.6,813$712K0.3%+28.8%0.001%
5/16/2025Jones Financial Companies Lllp1,283,426$135.35M0.1%-26.0%0.175%
5/16/2025Legacy Wealth Managment LLC ID1,736$182K0.1%+2,125.6%0.000%
5/16/2025Obsidian Personal Planning Solutions LLC135,615$13.58M6.0%+3.3%0.018%
5/16/2025Coordinated Financial Services Inc. CO9,487$992K0.8%N/A0.001%
5/16/2025Talon Private Wealth LLC7,046$737K0.1%-19.5%0.001%
5/16/2025Richwood Investment Advisors LLC71,813$7.51M6.4%+3.1%0.010%
5/16/2025Pacific Center for Financial Services9,302$973K0.3%-15.1%0.001%
5/16/2025Plancorp LLC20,780$2.17M0.1%+8.9%0.003%
(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, 2,811 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), Wells Fargo & Company MN ($1.98B), Envestnet Asset Management Inc. ($1.86B), Morgan Stanley ($1.75B), and LPL Financial LLC ($1.66B).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 2,479 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: 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), Citigroup Inc. ($2.76M), and Baird Financial Group Inc. ($2.61M).

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

Institutional investors have bought a total of 103,804,081 shares in the last 24 months. This purchase volume represents approximately $11.55B in transactions.

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

Of the 1,385 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 ($1.65M), International Assets Investment Management LLC ($1.54M), Bank of New York Mellon Corp ($1.34M), Venturi Wealth Management LLC ($933.09K), J.Safra Asset Management Corp ($835.34K), Members Trust Co ($803.30K), and Dynasty Wealth Management LLC ($792.18K).

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

Institutional investors have sold a total of 32,789,511 shares in the last 24 months. This volume of shares sold represents approximately $3.57B in transactions.


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This page (NYSEARCA:IJR) was last updated on 7/8/2025 by MarketBeat.com Staff
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