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

iShares Core S&P Small-Cap ETF logo
$94.44 -1.79 (-1.86%)
As of 03:05 PM Eastern
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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)
1823
Total
Institutional Inflows
(last 12 months)
$10.03B
Number of
Institutional Sellers
(last 12 months)
1188
Total
Institutional Outflows
(last 12 months)
$3.53B
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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
4/16/2025Sound Stewardship LLC44,739$4.68M2.7%+0.6%0.006%
4/16/2025Marshall Financial Group LLC6,991$731K0.2%-4.5%0.001%
4/16/2025Hilltop Wealth Advisors LLC159,492$16.68M9.4%+6.0%0.021%
4/16/2025Bar Harbor Wealth Management234,503$24.52M1.6%+2.5%0.031%
4/16/2025PPS&V Asset Management Consultants Inc.73,363$7.67M5.6%+0.7%0.010%
4/16/2025Bensler LLC3,419$358K0.0%-18.7%0.000%
4/16/2025Smithbridge Asset Management Inc. DE28,755$3.01M0.6%N/A0.004%
4/16/2025Relyea Zuckerberg Hanson LLC4,510$472K0.1%-4.0%0.001%
4/16/2025F&V Capital Management LLC3,720$389K0.1%-9.8%0.000%
4/16/2025Founders Grove Wealth Partners LLC22,059$2.31M0.6%+1.9%0.003%
4/16/2025RMR Wealth Builders225,726$23.60M2.5%+11.7%0.030%
4/16/2025NorthCrest Asset Manangement LLC11,569$1.21M0.0%-5.0%0.002%
4/16/2025Parkside Investments LLC4,636$485K0.1%-8.3%0.001%
4/16/2025Legacy Trust73,978$7.74M1.9%+0.2%0.010%
4/16/2025Thomasville National Bank4,499$470K0.0%-2.3%0.001%
4/16/2025Rockland Trust Co.11,366$1.19M0.1%-2.0%0.002%
4/16/2025Polianta Ltd69,700$7.29M3.5%+14.1%0.009%
4/16/2025Ballew Advisors Inc53,565$5.11M3.4%+5.5%0.007%
4/16/2025May Barnhard Investments LLC90,802$9.50M4.7%-5.2%0.012%
4/16/2025Fort Washington Investment Advisors Inc. OH8,022$839K0.0%-7.7%0.001%
4/16/2025Fortitude Family Office LLC52,892$5.53M2.0%+20.4%0.007%
4/16/2025Neumann Capital Management LLC118,384$12.38M4.3%-0.5%0.016%
4/15/2025Members Wealth LLC2,744$287K0.2%+13.5%0.000%
4/15/2025Sapient Capital LLC102,296$10.70M0.2%+10.6%0.014%
4/15/2025Balanced Wealth Group LLC28,045$2.93M1.4%-1.6%0.004%
4/15/2025Greenwood Capital Associates LLC26,775$2.80M0.4%-1.3%0.004%
4/15/2025Sterling Investment Management LLC3,089$323K0.2%-3.9%0.000%
4/15/2025Fifth Third Bancorp2,127,434$222.47M0.8%-2.2%0.284%
4/15/2025Simon Quick Advisors LLC10,940$1.14M0.1%-1.0%0.001%
4/15/2025Capital Advisors Ltd. LLC17,631$1.84M0.2%+2.7%0.002%
4/15/2025Paladin Advisory Group LLC12,222$1.28M1.0%-52.7%0.002%
4/15/2025Exchange Bank5,592$585K0.5%+4.0%0.001%
4/15/2025Noble Wealth Management PBC32,063$3.35M2.3%-4.4%0.004%
4/15/2025Flywheel Private Wealth LLC6,138$642K0.6%-8.4%0.001%
4/15/2025Baker Ellis Asset Management LLC9,561$1M0.1%+19.5%0.001%
4/15/2025Thompson Investment Management Inc.6,665$697K0.1%+3.1%0.001%
4/15/2025Alpha Omega Wealth Management LLC9,792$1.02M0.2%+2.3%0.001%
4/15/2025Millburn Ridgefield LLC DE 2,519,585$263.47M6.4%+12.1%0.336%
4/15/2025Investment Partners Asset Management Inc.3,383$354K0.3%+8.7%0.000%
4/15/2025McKinley Carter Wealth Services Inc.160,411$16.77M1.0%+0.7%0.021%
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4/15/2025Laurel Wealth Advisors LLC122,089$12.77M2.0%-1.8%0.016%
4/15/2025Transform Wealth LLC3,583$375K0.0%-16.6%0.000%
4/15/2025Ironwood Financial llc109,294$11.43M2.5%+0.3%0.015%
4/15/2025Focus Financial Network Inc.37,430$3.91M0.2%+3.7%0.005%
4/15/2025Donaldson Capital Management LLC40,648$4.25M0.2%+160.8%0.005%
4/15/2025Ellenbecker Investment Group78,154$8.17M1.5%-27.2%0.010%
4/15/2025Fiduciary Advisors Inc.9,001$941K0.9%-2.5%0.001%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.4,250$410K0.1%-13.4%0.001%
4/15/2025Strategic Equity Management3,079$322K0.1%-87.3%0.000%
4/15/2025CX Institutional55,410$5.79M0.2%+7.8%0.007%
4/15/2025MV Capital Management Inc.7,657$801K0.1%-7.3%0.001%
4/15/2025Trueblood Wealth Management LLC5,175$541K0.3%+21.0%0.001%
4/15/2025Integrated Advisors Network LLC62,725$6.56M0.3%-8.1%0.008%
4/15/2025Integral Investment Advisors Inc.6,685$699K0.2%+13.8%0.001%
4/15/2025Orgel Wealth Management LLC4,165$436K0.0%-2.7%0.001%
4/15/2025Sanibel Captiva Trust Company Inc.51,243$5.36M0.2%+12.0%0.007%
4/15/2025SG Americas Securities LLC53,627$5.61M0.0%-62.1%0.007%
4/15/2025Corrigan Financial Inc.17,796$1.86M0.4%-1.5%0.002%
4/15/2025Parsons Capital Management Inc. RI35,794$3.74M0.2%-13.1%0.005%
4/15/2025SJS Investment Consulting Inc.753$79K0.0%+67.0%0.000%
4/15/2025Accurate Wealth Management LLC15,387$1.47M0.3%-10.8%0.002%
4/15/2025Fiduciary Financial Group LLC9,299$972K0.2%+5.4%0.001%
4/15/2025Simplicity Wealth LLC50,369$5.27M0.4%+9.2%0.007%
4/15/2025West Paces Advisors Inc.213,576$22.33M5.1%-5.5%0.028%
4/15/2025 GAMMA Investing LLC18,689$1.95M0.1%+5.9%0.002%
4/15/2025Wealthcare Advisory Partners LLC200,811$21.00M0.6%-22.6%0.027%
4/15/2025Signet Financial Management LLC15,250$1.60M0.2%-2.1%0.002%
4/15/2025Fourpath Capital Management LLC35,568$3.72M0.6%-7.0%0.005%
4/14/2025 Yousif Capital Management LLC171,822$17.97M0.2%+4.1%0.023%
4/14/2025 Truefg LLC203,342$21.26M7.0%+7.7%0.027%
4/14/2025 Regatta Capital Group LLC15,155$1.59M0.3%-6.2%0.002%
4/14/2025 Panoramic Capital Partners LLC96,352$10.08M9.4%+14.9%0.013%
4/14/2025 Muirfield Wealth Advisors LLC50,406$5.27M4.5%-0.8%0.007%
4/14/2025 Midland Wealth Advisors LLC14,935$1.56M0.1%+1.7%0.002%
4/14/2025 International Private Wealth Advisors LLC14,254$1.49M1.4%+4.3%0.002%
4/14/2025 Investment Advisory Group LLC117,693$12.31M4.1%+0.9%0.016%
4/14/2025 Northstar Advisory Group LLC5,375$562K0.4%-33.1%0.001%
4/14/2025 Pallas Capital Advisors LLC6,539$684K0.0%-10.6%0.001%
4/14/2025 Farther Finance Advisors LLC272,607$28.57M0.7%+14.0%0.036%
4/14/2025 CJM Wealth Advisers Ltd.204,741$21.41M7.6%+0.7%0.027%
4/14/2025 Moss Adams Wealth Advisors LLC833,855$87.20M9.2%+6.2%0.111%
4/14/2025 Wiser Wealth Management Inc24,412$2.55M0.7%+8.0%0.003%
4/14/2025 NewSquare Capital LLC151,193$15.47M1.3%+2.6%0.020%
4/14/2025 Greystone Financial Group LLC3,420$358K0.1%-46.2%0.000%
4/14/2025 Baldwin Wealth Partners LLC MA2,983$312K0.0%+28.6%0.000%
4/14/2025 Courier Capital LLC149,670$15.65M1.0%+34.0%0.020%
4/14/2025 Centricity Wealth Management LLC7,433$777K0.7%+3.5%0.001%
4/14/2025 First Citizens Bank & Trust Co.111,102$11.62M0.2%-3.2%0.015%
4/14/2025 Sherman Asset Management Inc.72,878$7.62M7.3%-1.3%0.010%
4/14/2025 Single Point Partners LLC247,337$25.86M5.1%+3.3%0.033%
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4/14/2025 Compass Planning Associates Inc1,703$178K0.2%+22.6%0.000%
4/14/2025 Ironwood Wealth Management Inc.166,385$17.40M9.0%+14.2%0.022%
4/14/2025 Capital Investment Advisors LLC260,418$27.23M0.5%-0.9%0.035%
4/14/2025 Central Bank & Trust Co.30,587$3.20M0.5%-1.0%0.004%
4/14/2025 Cedar Mountain Advisors LLC220,011$23.01M5.2%+1.2%0.029%
4/14/2025 Bangor Savings Bank490,271$51.27M4.8%+0.1%0.065%
4/14/2025 SOA Wealth Advisors LLC.30,411$3.18M0.4%-0.7%0.004%
4/14/2025 Global Wealth Management LLC97,113$10.16M5.9%-3.5%0.013%
4/14/2025 Flagship Private Wealth LLC12,018$1.26M0.6%+4.3%0.002%
4/14/2025 KMG Fiduciary Partners LLC64,294$6.72M0.6%+2.4%0.009%
(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, 2,759 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 2,428 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 FMR LLC ($2.19M).

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

Institutional investors have bought a total of 167,956,491 shares in the last 24 months. This purchase volume represents approximately $17.95B in transactions.

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

Of the 1,726 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 84,249,854 shares in the last 24 months. This volume of shares sold represents approximately $8.77B in transactions.


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This page (NYSEARCA:IJR) was last updated on 4/16/2025 by MarketBeat.com Staff
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