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

iShares Core S&P Small-Cap ETF logo
$122.98 +1.96 (+1.62%)
(As of 11/21/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Number of
Institutional Buyers
(last 12 months)
1570
Total
Institutional Inflows
(last 12 months)
$6.99B
Number of
Institutional Sellers
(last 12 months)
1113
Total
Institutional Outflows
(last 12 months)
$3.62B
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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
11/21/2024Anchor Investment Management LLC10,953$1.28M0.1%+1,508.4%0.002%
11/21/2024Tudor Financial Inc.11,439$1.34M0.8%N/A0.002%
11/21/2024Wealthquest Corp31,649$3.65M0.3%-17.4%0.004%
11/20/2024 SOA Wealth Advisors LLC.31,384$3.67M0.7%-0.4%0.004%
11/20/2024Westside Investment Management Inc.22,357$2.62M0.6%+1.8%0.003%
11/19/2024 McIlrath & Eck LLC6,508$761K0.1%-7.1%0.001%
11/19/2024 Invst LLC4,006$469K0.1%-28.1%0.001%
11/19/2024 Citizens Business Bank64,985$7.60M1.6%-1.6%0.009%
11/19/2024 Ballentine Capital Advisors Inc5,113$598K0.3%-4.8%0.001%
11/19/2024 M&T Bank Corp1,134,523$132.69M0.4%-2.4%0.156%
11/18/2024 Soltis Investment Advisors LLC67,746$7.92M0.8%+2.5%0.009%
11/18/2024 Rehmann Capital Advisory Group194,341$22.74M1.5%-3.7%0.027%
11/18/2024 TD Private Client Wealth LLC149,063$17.43M0.5%-2.8%0.021%
11/18/2024 Arete Wealth Advisors LLC52,694$6.16M0.5%-5.8%0.007%
11/18/2024 Asset Allocation Strategies LLC104,838$12.26M3.5%-11.9%0.014%
11/18/2024 Sunbelt Securities Inc.51,726$6.05M0.6%+1.1%0.007%
11/18/2024 Coldstream Capital Management Inc.16,050$1.89M0.0%+17.2%0.002%
11/18/2024 Orion Capital Management LLC9,159$1.07M0.5%-7.6%0.001%
11/15/2024 Frisch Financial Group Inc.82,514$9.65M2.9%+0.3%0.011%
11/15/2024 M&T Bank Corp1,134,523$132.69M0.4%-2.4%0.156%
11/15/2024 Executive Wealth Management LLC185,636$21.71M1.7%N/A0.026%
11/15/2024 Nabity Jensen Investment Management Inc4,380$512K0.4%N/A0.001%
11/15/2024 Barclays PLC27,975$3.27M0.0%-48.1%0.004%
11/15/2024 Continuum Advisory LLC31,092$3.78M0.5%+1.9%0.004%
11/15/2024 O Brien Greene & Co. Inc20,479$2.40M0.7%-7.3%0.003%
11/15/2024 Geller Advisors LLC2,555$299K0.0%N/A0.000%
11/15/2024 Hamilton Capital LLC1,863$212K0.0%N/A0.000%
11/15/2024 EWA LLC34,337$4.18M1.5%-0.6%0.005%
11/15/2024 Cape Cod Five Cents Savings Bank307,233$32.77M3.1%-0.6%0.042%
11/15/2024 MML Investors Services LLC1,052,023$123.05M0.4%+1.6%0.145%
11/15/2024 First National Bank of Omaha22,148$2.59M0.2%-2.5%0.003%
11/15/2024 Pacific Center for Financial Services10,952$1.28M0.3%-2.0%0.002%
11/15/2024 Urban Financial Advisory Corp35,319$4.13M2.3%-1.0%0.005%
11/15/2024 Headinvest LLC253,919$29.70M5.5%-1.7%0.035%
11/15/2024 Northeast Financial Consultants Inc219,656$25.69M1.1%+5.5%0.030%
11/15/2024 Main Management LLC116,505$13.63M1.1%-46.4%0.016%
11/15/2024 Dunhill Financial LLC3,144$368K0.2%-3.9%0.000%
11/15/2024 Main Management ETF Advisors LLC274,130$32.06M1.5%-62.0%0.038%
11/15/2024 Orion Portfolio Solutions LLC129,046$15.09M0.3%-3.0%0.018%
11/15/2024 World Investment Advisors LLC703,480$82.28M0.5%+362.8%0.097%
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11/15/2024 Zacks Investment Management35,750$4.18M0.0%-1.3%0.005%
11/15/2024 Zega Financial LLC5,819$681K0.1%N/A0.001%
11/15/2024 National Bank of Canada FI41,084$4.81M0.0%-3.2%0.006%
11/15/2024 EP Wealth Advisors LLC192,954$22.57M0.2%+76.3%0.027%
11/15/2024 Insigneo Advisory Services LLC11,013$1.29M0.1%+28.4%0.002%
11/15/2024 Kovitz Investment Group Partners LLC867,507$101.46M0.6%+7.0%0.120%
11/15/2024 Voya Financial Advisors Inc.384,206$44.78M4.8%-1.2%0.053%
11/15/2024 Weaver Consulting Group2,220$260K0.1%+15.7%0.000%
11/15/2024 State Street Corp1,199,927$140.34M0.0%-6.2%0.165%
11/15/2024 Stifel Financial Corp1,490,908$174.38M0.2%+1.8%0.206%
11/15/2024 SWAN Capital LLC710$83K0.0%N/A0.000%
11/15/2024 Swmg LLC20,651$2.55M1.1%+17.8%0.003%
11/15/2024 SageView Advisory Group LLC13,743$1.61M0.1%-26.0%0.002%
11/15/2024 Quantinno Capital Management LP6,857$802K0.0%+64.8%0.001%
11/15/2024 Resurgent Financial Advisors LLC13,637$1.60M0.9%+2.5%0.002%
11/15/2024 Retirement Investment Advisors Inc.15,377$1.80M0.2%-1.2%0.002%
11/15/2024 Pinnacle Family Advisors LLC8,405$983K0.5%-11.0%0.001%
11/15/2024 Port Capital LLC9,596$1.12M0.1%-6.4%0.001%
11/15/2024 Mission Creek Capital Partners Inc.3,147$368K0.1%N/A0.000%
11/15/2024 IHT Wealth Management LLC76,672$9.02M0.3%+19.2%0.011%
11/15/2024 Independent Family Office LLC10,413$1.21M0.6%+3.9%0.001%
11/15/2024 Integrated Wealth Concepts LLC167,801$19.63M0.2%-8.2%0.023%
11/15/2024 Harmony Asset Management LLC22,325$2.61M1.0%+157.1%0.003%
11/15/2024 HighTower Advisors LLC3,005,132$351.44M0.5%+0.7%0.414%
11/15/2024 Hilltop Holdings Inc.33,027$3.86M0.2%-15.5%0.005%
11/15/2024 Garden State Investment Advisory Services LLC3,053$358K0.1%+5.7%0.000%
11/15/2024 Chevy Chase Trust Holdings LLC20,802$2.43M0.0%+5.2%0.003%
11/15/2024 Arrowroot Family Office LLC27,649$3.23M1.9%+10.9%0.004%
11/15/2024 Ascent Group LLC16,189$1.89M0.1%-0.7%0.002%
11/15/2024 Beacon Investment Advisory Services Inc.846,489$99.01M4.1%+1.6%0.117%
11/15/2024 Benjamin Edwards Inc.82,015$9.60M0.1%+12,734.9%0.011%
11/15/2024 Kestra Investment Management LLC2,790$326K0.0%N/A0.000%
11/14/2024 NCM Capital Management LLC3,687$431K0.2%-8.6%0.001%
11/14/2024 Acropolis Investment Management LLC905,430$105.90M6.3%-1.1%0.125%
11/14/2024 L.M. Kohn & Company6,659$779K0.2%+63.0%0.001%
11/14/2024 TRUE Private Wealth Advisors24,509$2.87M0.3%-60.1%0.003%
11/14/2024 White Knight Strategic Wealth Advisors LLC16,585$1.94M1.8%-2.7%0.002%
11/14/2024 Captrust Financial Advisors741,708$86.75M0.3%+0.9%0.102%
11/14/2024 Atlantic Union Bankshares Corp11,332$1.33M0.1%+15.8%0.002%
11/14/2024 Kingfisher Capital LLC12,024$1.41M0.3%-6.0%0.002%
11/14/2024 Rockefeller Capital Management L.P.1,460,978$170.87M0.5%+7.5%0.201%
11/14/2024 CWS Financial Advisors LLC164,460$19.24M6.8%-0.4%0.023%
11/14/2024 Carl P. Sherr & Co. LLC35,491$4.15M2.2%+2.2%0.005%
11/14/2024 Teachers Insurance & Annuity Association of America13,241$1.55M2.4%N/A0.002%
11/14/2024 Pin Oak Investment Advisors Inc.1,110$129K0.1%+21.7%0.000%
11/14/2024 Financial Counselors Inc.267,879$31.33M0.5%+2.3%0.037%
11/14/2024 Public Sector Pension Investment Board28,657$3.35M0.0%N/A0.004%
11/14/2024 Noesis Capital Mangement Corp61,858$7.24M1.4%-1.2%0.009%
11/14/2024 Fiduciary Trust Co463,761$54.24M0.8%+0.5%0.064%
11/14/2024 Providence Capital Advisors LLC23,542$2.75M0.5%+1.5%0.003%
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11/14/2024 WFA of San Diego LLC7,311$855K0.7%+1.6%0.001%
11/14/2024 National Wealth Management Group LLC7,398$865K0.6%-14.0%0.001%
11/14/2024 Bell Investment Advisors Inc67,808$7.93M1.5%-5.3%0.009%
11/14/2024 RPg Family Wealth Advisory LLC2,896$339K0.1%-3.6%0.000%
11/14/2024 CreativeOne Wealth LLC24,564$2.87M0.1%+266.4%0.003%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund250,000$29.24M0.1%N/A0.034%
11/13/2024 RiverGlades Family Offices LLC18,347$2.15M1.5%+1.0%0.003%
11/13/2024 Glenmede Trust Co. NA5,921,479$692.58M3.3%+5.5%0.816%
11/13/2024 Freedom Investment Management Inc.38,353$4.49M0.4%-9.5%0.005%
11/13/2024 Cynosure Group LLC2,008$235K0.0%N/A0.000%
(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, 2,517 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 ($2.70B), FMR LLC ($2.59B), Envestnet Asset Management Inc. ($1.83B), Wells Fargo & Company MN ($1.79B), Morgan Stanley ($1.75B), and LPL Financial LLC ($1.64B).Learn more on IJR's institutional investors.

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

Of the 2,193 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. ($14.10M), International Assets Investment Management LLC ($5.93M), Bank of New York Mellon Corp ($3.40M), Citigroup Inc. ($2.82M), Raymond James & Associates ($2.51M), Pathstone Holdings LLC ($2.16M), and Bank of Montreal Can ($1.87M).

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

Institutional investors have bought a total of 137,788,299 shares in the last 24 months. This purchase volume represents approximately $14.11B in transactions.

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

Of the 1,678 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. ($10.35M), Whalerock Point Partners LLC ($5.59M), US Bancorp DE ($3.66M), Cresset Asset Management LLC ($2.45M), LPL Financial LLC ($1.59M), Bank of New York Mellon Corp ($1.58M), and Baird Financial Group Inc. ($1.49M).

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

Institutional investors have sold a total of 85,636,453 shares in the last 24 months. This volume of shares sold represents approximately $8.75B in transactions.



This page (NYSEARCA:IJR) was last updated on 11/21/2024 by MarketBeat.com Staff
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