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

iShares Core S&P Small-Cap ETF logo
$105.45 -0.39 (-0.37%)
Closing price 05/30/2025 04:10 PM Eastern
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$105.84 +0.39 (+0.37%)
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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)
1911
Total
Institutional Inflows
(last 12 months)
$11.53B
Number of
Institutional Sellers
(last 12 months)
1378
Total
Institutional Outflows
(last 12 months)
$3.55B
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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
6/2/2025 Modern Wealth Management LLC34,806$3.64M0.1%+17.5%0.005%
5/29/2025 Wilshire Advisors LLC27,920$2.92M1.0%+2.2%0.004%
5/29/2025 Rhumbline Advisers30,959$3.24M0.0%+28.4%0.004%
5/28/2025 Jones Financial Companies Lllp2,121,798$221.09M0.2%+22.3%0.289%
5/28/2025 Intrua Financial LLC28,324$2.96M0.4%+37.6%0.004%
5/27/2025 Jacobi Capital Management LLC25,818$2.70M0.2%-16.0%0.004%
5/27/2025 Advisors Capital Management LLC7,896$826K0.0%-6.4%0.001%
5/27/2025 SWS Partners16,394$1.71M0.5%-25.4%0.002%
5/22/2025 Rollins Financial Advisors LLC2,323$243K0.0%-14.3%0.000%
5/21/2025 Indiana Trust & Investment Management Co7,986$835K0.3%+2.9%0.001%
5/21/2025 McAdam LLC44,910$4.70M0.3%-60.7%0.006%
5/21/2025 Acadian Asset Management LLC10,822$1.13M0.0%+80.5%0.001%
5/21/2025 Geneos Wealth Management Inc.59,244$6.20M0.2%-0.7%0.008%
5/21/2025 CBM Financial LLC44,554$4.80M4.0%N/A0.006%
5/20/2025 Acorns Advisers LLC2,886,776$301.87M2.9%+5.3%0.393%
5/20/2025 Fortis Capital Advisors LLC95,019$9.94M2.0%+2,606.3%0.013%
5/20/2025 Belpointe Asset Management LLC102,251$10.69M0.6%+702.2%0.014%
5/20/2025 Focus Partners Wealth881,864$92.22M0.2%-13.7%0.120%
5/20/2025 Flaharty Asset Management LLC1,914$200K0.0%-20.7%0.000%
5/20/2025 Strive Asset Management LLC3,413$357K0.2%-30.8%0.000%
5/20/2025 Integrity Alliance LLC.12,058$1.26M0.0%-40.6%0.002%
5/20/2025 Anchor Investment Management LLC11,163$1.17M0.1%-20.6%0.002%
5/20/2025 Glenview Trust co683,704$71.50M1.4%+2.8%0.093%
5/20/2025 Chokshi & Queen Wealth Advisors Inc3,014$315K0.2%-29.5%0.000%
5/19/2025 SageView Advisory Group LLC44,036$4.61M0.2%+7.4%0.006%
5/19/2025 Advisory Alpha LLC6,314$660K0.0%+10.8%0.001%
5/19/2025 SCS Capital Management LLC243,852$25.50M0.3%N/A0.033%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,912,735$200.02M0.1%+1,175.2%0.261%
5/16/2025 Windsor Advisory Group LLC425$44K0.1%-93.9%0.000%
5/16/2025 McIlrath & Eck LLC5,787$605K0.1%-11.5%0.001%
5/16/2025 AAF Wealth Management LLC21,513$2.25M1.2%-31.3%0.003%
5/16/2025 Northeast Financial Consultants Inc196,975$20.60M0.9%-10.8%0.027%
5/16/2025 Peloton Wealth Strategists3,299$345K0.1%+3.9%0.000%
5/16/2025 Ascent Group LLC22,018$2.30M0.1%+82.3%0.003%
5/16/2025 Arete Wealth Advisors LLC23,031$2.41M0.2%-63.5%0.003%
5/16/2025 Great Lakes Advisors LLC3,016$315K0.0%+29.1%0.000%
5/16/2025 Bell Investment Advisors Inc67,416$7.05M1.3%-0.5%0.009%
5/16/2025 Signature Estate & Investment Advisors LLC29,080$3.04M0.1%-6.5%0.004%
5/16/2025 Ashton Thomas Private Wealth LLC252,887$26.44M1.0%-3.8%0.034%
5/16/2025 Goldman Sachs Group Inc.9,253,027$967.59M0.2%+3.9%1.261%
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5/16/2025 Cape Investment Advisory Inc.6,813$712K0.3%+28.8%0.001%
5/16/2025 Jones Financial Companies Lllp1,283,426$135.35M0.1%-26.0%0.175%
5/16/2025 Legacy Wealth Managment LLC ID1,736$182K0.1%+2,125.6%0.000%
5/16/2025 Obsidian Personal Planning Solutions LLC135,615$13.58M6.0%+3.3%0.018%
5/16/2025 Coordinated Financial Services Inc. CO9,487$992K0.8%N/A0.001%
5/16/2025 Talon Private Wealth LLC7,046$737K0.1%-19.5%0.001%
5/16/2025 Richwood Investment Advisors LLC71,813$7.51M6.4%+3.1%0.010%
5/16/2025 Pacific Center for Financial Services9,302$973K0.3%-15.1%0.001%
5/16/2025 Plancorp LLC20,780$2.17M0.1%+8.9%0.003%
5/16/2025 New England Asset Management Inc.13,410$1.40M0.2%+50.7%0.002%
5/16/2025 National Wealth Management Group LLC7,793$815K0.5%+5.0%0.001%
5/16/2025 NewEdge Advisors LLC570,337$59.64M0.4%-5.1%0.078%
5/16/2025 Millennium Management LLC52,623$5.50M0.0%N/A0.007%
5/16/2025 Integrated Wealth Concepts LLC175,265$18.33M0.2%+2.0%0.024%
5/16/2025 Hancock Whitney Corp222,704$23.29M0.8%-0.4%0.030%
5/16/2025 Eight 31 Financial LLC2,325$243K0.2%+17.2%0.000%
5/16/2025 Clark Capital Management Group Inc.1,808,016$189.06M1.4%+3.5%0.246%
5/16/2025 Curi RMB Capital LLC175,859$18.39M0.5%-28.0%0.024%
5/16/2025 Alliancebernstein L.P.467,280$48.86M0.0%+5.7%0.064%
5/16/2025 Beaird Harris Wealth Management LLC638$67K0.0%+32.9%0.000%
5/16/2025 AQR Capital Management LLC17,964$1.88M0.0%+80.7%0.002%
5/16/2025 AlTi Global Inc.26,642$2.79M0.1%-28.2%0.004%
5/16/2025 Alexis Investment Partners LLC56,102$5.84M2.8%+15.6%0.008%
5/16/2025 Ancora Advisors LLC122,062$12.76M0.3%-0.6%0.017%
5/16/2025 Aprio Wealth Management LLC8,844$925K0.1%+257.8%0.001%
5/15/2025 Paragon Private Wealth Management LLC44,575$4.66M2.2%+15.6%0.006%
5/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.121,475$12.70M1.9%+2.3%0.017%
5/15/2025 Family Office Research LLC19,447$2.03M1.0%+2.3%0.003%
5/15/2025 Federation des caisses Desjardins du Quebec1,365,031$142.74M0.7%+10.4%0.186%
5/15/2025 EP Wealth Advisors LLC192,125$20.09M0.2%-1.8%0.026%
5/15/2025 LGL Partners LLC139,808$14.62M7.1%-8.3%0.019%
5/15/2025 GW Henssler & Associates Ltd.4,588$480K0.0%-6.3%0.001%
5/15/2025 1248 Management LLC17,346$1.81M1.0%-25.0%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC29,964$3.13M0.0%+7.0%0.004%
5/15/2025 First Financial Bankshares Inc241,781$25.28M0.5%0.0%0.033%
5/15/2025 Ameriflex Group Inc.5,979$625K0.3%-5.7%0.001%
5/15/2025 Flputnam Investment Management Co.373,971$39.11M0.7%-5.4%0.051%
5/15/2025 Royal Bank of Canada7,249,302$758.06M0.2%-1.0%0.988%
5/15/2025 Betterment LLC50,686$5.30M0.0%-15.2%0.007%
5/15/2025 MAI Capital Management1,990,914$208.19M1.6%+9.3%0.271%
5/15/2025 FRG Family Wealth Advisors LLC16,606$1.74M0.3%-2.8%0.002%
5/15/2025 Second Line Capital LLC22,929$2.40M0.6%N/A0.003%
5/15/2025 Connecticut Wealth Management LLC992,066$103.74M5.4%-1.9%0.135%
5/15/2025 KMT Wealth Management LLC8,383$877K0.6%+30.5%0.001%
5/15/2025 Titleist Asset Management LLC105,420$11.02M1.3%+77.3%0.014%
5/15/2025 Baird Financial Group Inc.5,665,131$592.40M1.1%+16.5%0.772%
5/15/2025 Pinnacle Wealth Planning Services Inc.24,221$2.53M0.4%-0.7%0.003%
5/15/2025 Activest Wealth Management3,103$324K0.1%-20.2%0.000%
5/15/2025 Vident Advisory LLC3,144$329K0.0%-67.6%0.000%
5/15/2025 Evergreen Capital Management LLC112,749$11.79M0.4%+5.0%0.015%
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5/15/2025 Tortoise Investment Management LLC102,015$10.67M1.1%+8.1%0.014%
5/15/2025 Trexquant Investment LP5,241$548K0.0%N/A0.001%
5/15/2025 Gerber Kawasaki Wealth & Investment Management9,170$959K0.0%-2.8%0.001%
5/15/2025 Graney & King LLC398$42K0.0%+95.1%0.000%
5/15/2025 Okabena Investment Services Inc.93,312$9.76M2.5%+7.3%0.013%
5/15/2025 Cape ANN Savings Bank38,327$4.01M2.5%-8.7%0.005%
5/15/2025 D L Carlson Investment Group Inc.2,636$276K0.1%+6.2%0.000%
5/14/2025 Wealth Preservation Advisors LLC1,326$139K0.1%N/A0.000%
5/14/2025 Transamerica Financial Advisors LLC155,866$16.30M1.7%+5.4%0.021%
5/14/2025 Valley Financial Group Inc.15,027$1.57M1.0%-2.0%0.002%
(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, 2,809 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 IJR's institutional investors.

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

Of the 2,476 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: 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 171,349,633 shares in the last 24 months. This purchase volume represents approximately $18.46B in transactions.

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

Of the 1,825 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. ($9.87M), Whalerock Point Partners LLC ($5.59M), US Bancorp DE ($3.67M), Bank of New York Mellon Corp ($2.46M), Truist Financial Corp ($2.23M), Venturi Wealth Management LLC ($1.98M), and International Assets Investment Management LLC ($1.54M).

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

Institutional investors have sold a total of 87,207,923 shares in the last 24 months. This volume of shares sold represents approximately $9.17B in transactions.


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This page (NYSEARCA:IJR) was last updated on 6/2/2025 by MarketBeat.com Staff
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