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

iShares Core S&P Small-Cap ETF logo
$112.96 -3.08 (-2.65%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$112.94 -0.02 (-0.01%)
As of 02/21/2025 07:57 PM 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.

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

Number of
Institutional Buyers
(last 12 months)
1807
Total
Institutional Inflows
(last 12 months)
$9.75B
Number of
Institutional Sellers
(last 12 months)
1160
Total
Institutional Outflows
(last 12 months)
$3.42B
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IJR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/22/2025 American Trust12,285$1.42M0.1%N/A0.002%
2/21/2025Ascent Group LLC12,081$1.39M0.1%-25.4%0.002%
2/21/2025Vermillion Wealth Management Inc.3,623$417K0.2%N/A0.000%
2/21/2025AlphaCore 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%
2/20/2025Ball & 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%
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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%
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%
2/17/2025 Vivaldi Capital Management LP4,684$556K0.1%-12.7%0.001%
2/17/2025 Westwood Holdings Group Inc.8,426$971K0.0%-7.2%0.001%
2/17/2025 St. Clair Advisors LLC15,276$1.76M0.5%N/A0.002%
2/17/2025 Tidal Investments LLC1,783$205K0.0%N/A0.000%
2/17/2025 Texas Bank & Trust Co8,406$969K0.4%N/A0.001%
2/17/2025 Tolleson Wealth Management Inc.11,006$1.27M0.3%N/A0.002%
2/17/2025 TrinityPoint Wealth LLC31,014$3.57M0.5%+1.0%0.004%
2/17/2025 Stonebrook Private Inc.1,802$208K0.1%-5.0%0.000%
2/17/2025 Strategic Wealth Partners Ltd.7,976$935K0.1%-11.2%0.001%
2/17/2025 Strive Asset Management LLC4,934$568K0.4%N/A0.001%
2/17/2025 Studio Investment Management LLC4,894$564K0.1%-8.4%0.001%
2/17/2025 Scissortail Wealth Management LLC15,947$1.84M0.5%+10,057.3%0.002%
2/17/2025 Sentinus LLC16,944$1.95M0.6%-77.7%0.002%
2/17/2025 Snowden Capital Advisors LLC54,907$6.33M0.2%+1.7%0.008%
2/17/2025 Shepherd Kaplan Krochuk LLC27,255$3.14M2.6%-11.7%0.004%
2/17/2025 Silvercrest Asset Management Group LLC14,524$1.67M0.0%+22.8%0.002%
2/17/2025 Royal Bank of Canada7,324,840$843.97M0.2%+0.4%1.010%
2/17/2025 Private Capital Management LLC1,821$210K0.0%-17.1%0.000%
2/17/2025 Quadcap Wealth Management LLC16,711$1.93M0.3%-6.5%0.002%
2/17/2025 Quantinno Capital Management LP34,094$3.93M0.0%+397.2%0.005%
2/17/2025 Pathstone Holdings LLC2,416,851$278.44M1.2%-3.7%0.333%
2/17/2025 Main Management ETF Advisors LLC809,080$93.22M4.2%+195.1%0.112%
2/17/2025 Main Management LLC216,348$24.93M2.0%+85.7%0.030%
2/17/2025 Main Street Group LTD4,916$566K0.2%+12.0%0.001%
2/17/2025 MainStreet Investment Advisors LLC192,325$22.16M3.1%-2.9%0.027%
2/17/2025 Nan Shan Life Insurance Co. Ltd.306,305$35.29M0.8%+52.2%0.042%
2/17/2025 NorthRock Partners LLC22,120$2.55M0.1%+366.3%0.003%
2/17/2025 Northeast Financial Consultants Inc220,947$25.46M1.1%+0.6%0.030%
2/17/2025 Northwest Quadrant Wealth Management LLC443,143$51.06M11.6%+1.8%0.061%
2/17/2025 Obsidian Personal Planning Solutions LLC131,278$15.55M7.5%+8.5%0.018%
2/17/2025 Minot DeBlois Advisors LLC277$32K0.0%N/A0.000%
2/17/2025 Napa Wealth Management14,255$1.64M0.7%+38.0%0.002%
2/17/2025 Lazard Asset Management LLC335,982$38.71M0.1%-0.6%0.046%
2/17/2025 London Co. of Virginia295$34K0.0%N/A0.000%
2/17/2025 Laird Norton Wetherby Wealth Management LLC21,771$2.51M0.1%-2.9%0.003%
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2/17/2025 Investor s Fiduciary Advisor Network LLC2,100$241K0.1%N/A0.000%
2/17/2025Jefferies Financial Group Inc.52,614$6.06M0.0%-21.9%0.007%
2/17/2025 Guardian Wealth Advisors LLC NC8,859$1.02M0.1%+1,218.3%0.001%
2/17/2025 Geller Advisors LLC99,570$11.47M0.8%+3,797.1%0.014%
2/17/2025 Gen Wealth Partners Inc2,134$246K0.1%+15.0%0.000%
2/17/2025 Gotham Asset Management LLC77,825$8.97M0.1%+40.5%0.011%
2/17/2025 Focus Partners Wealth1,021,711$119.84M0.3%+152.3%0.141%
2/17/2025 Francis Financial Inc.125,493$14.46M3.4%+1.0%0.017%
2/17/2025 Full Sail Capital LLC557,675$64.26M4.1%+0.5%0.077%
2/17/2025 Ellevest Inc.19,665$2.27M0.1%-31.5%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, 2,743 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 2,412 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 166,513,672 shares in the last 24 months. This purchase volume represents approximately $17.77B in transactions.

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

Of the 1,714 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 83,447,160 shares in the last 24 months. This volume of shares sold represents approximately $8.68B in transactions.



This page (NYSEARCA:IJR) was last updated on 2/22/2025 by MarketBeat.com Staff
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