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

iShares Core S&P Small-Cap ETF logo
$118.46 -1.64 (-1.37%)
Closing price 09/12/2025 04:10 PM Eastern
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$118.25 -0.21 (-0.18%)
As of 09/12/2025 07:51 PM Eastern
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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)
1979
Total
Institutional Inflows
(last 12 months)
$15.21B
Number of
Institutional Sellers
(last 12 months)
1568
Total
Institutional Outflows
(last 12 months)
$4.73B
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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
9/12/2025 Valeo Financial Advisors LLC2,267,439$245.57M5.3%+2.1%0.312%
9/11/2025 Milestones Private Investment Advisors LLC1,830$200K0.1%N/A0.000%
9/9/2025 NWF Advisory Services Inc.8,018$876K0.1%-2.3%0.001%
9/4/2025 SevenBridge Financial Group LLC23,711$2.71M0.5%-13.7%0.003%
9/4/2025 Osaic Holdings Inc.1,380,060$150.26M0.3%+17.5%0.190%
9/3/2025 American Trust8,796$961K0.1%N/A0.001%
9/3/2025 Ballentine Capital Advisors Inc4,322$472K0.2%-13.4%0.001%
8/27/2025 Tribridge Partners Financial LLC4,118$450K0.3%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC125,989$13.77M0.1%-6.9%0.017%
8/26/2025 Thrivent Financial for Lutherans223,535$24.43M0.1%-48.9%0.031%
8/26/2025 Claris Financial LLC2,141$234K0.2%-20.1%0.000%
8/25/2025 Silverlake Wealth Management LLC5,032$550K0.2%-9.4%0.001%
8/25/2025 Hilltop Partners LLC1,834$200K0.1%N/A0.000%
8/22/2025 TT Capital Management LLC13,881$1.44M0.5%N/A0.002%
8/22/2025 Cim Investment Management Inc.108,207$11.83M2.2%-50.9%0.015%
8/20/2025 North Dallas Bank & Trust Co.12,115$1.32M1.0%N/A0.002%
8/20/2025 Forefront Wealth Partners LLC23,043$2.66M1.8%+3.6%0.003%
8/20/2025 Coppell Advisory Solutions LLC18,685$2.05M0.2%N/A0.003%
8/19/2025 B. Riley Wealth Advisors Inc.30,246$3.31M0.2%N/A0.004%
8/19/2025 Newbridge Financial Services Group Inc.527$58K0.0%-27.1%0.000%
8/19/2025 Cape Investment Advisory Inc.1,475$161K0.1%-78.4%0.000%
8/19/2025 Marex Group plc6,110$668K0.0%N/A0.001%
8/19/2025 MRP Capital Investments LLC42,093$4.60M3.2%+1.5%0.006%
8/19/2025 Advisory Services Network LLC253,292$27.93M0.5%-14.7%0.035%
8/19/2025 Cim LLC2,486$272K0.0%-3.8%0.000%
8/19/2025 Asset Dedication LLC13,488$1.47M0.1%+9.0%0.002%
8/18/2025 Finward Bancorp8,490$928K0.7%+8.7%0.001%
8/18/2025 Old North State Trust LLC12,484$1.36M0.9%+11.6%0.002%
8/18/2025 Tyler Stone Wealth Management11,245$1.23M0.2%-1.9%0.002%
8/18/2025 Geneos Wealth Management Inc.72,684$7.94M0.2%+22.7%0.010%
8/18/2025 Hollencrest Capital Management4,049$443K0.0%-77.0%0.001%
8/18/2025 Westwood Holdings Group Inc.4,822$527K0.0%-31.8%0.001%
8/18/2025 Second Line Capital LLC19,444$2.13M0.5%-15.2%0.003%
8/18/2025 1248 Management LLC23,128$2.53M0.9%-1.1%0.003%
8/18/2025 Pacific Center for Financial Services8,491$928K0.3%-8.7%0.001%
8/16/2025 Teachers Insurance & Annuity Association of America12,422$1.36M1.7%-2.5%0.002%
8/16/2025 Public Sector Pension Investment Board276,499$30.22M0.1%+156.4%0.038%
8/16/2025 Evergreen Capital Management LLC169,738$18.55M0.6%+50.5%0.023%
8/16/2025 Headlands Technologies LLC1,466$160K0.0%+581.9%0.000%
8/15/2025 High Falls Advisors Inc3,193$349K0.1%-4.9%0.000%
8/15/2025 Nikulski Financial Inc.70,589$7.72M2.1%-6.6%0.010%
8/15/2025 Tower Research Capital LLC TRC 9,904$1.08M0.0%-85.2%0.001%
8/15/2025 Howland Capital Management LLC11,683$1.28M0.1%-3.3%0.002%
8/15/2025 Asset Allocation Strategies LLC93,907$10.26M2.0%-2.4%0.013%
8/15/2025 FFT Wealth Management LLC158,619$17.54M3.5%-16.6%0.022%
8/15/2025 LGL Partners LLC137,974$15.26M6.8%-1.3%0.019%
8/15/2025 Urban Financial Advisory Corp37,362$4.08M2.1%+2.6%0.005%
8/15/2025 Corient Private Wealth LLC1,104,114$120.57M0.2%+3.8%0.152%
8/15/2025 Equitable Holdings Inc.503,509$55.03M0.5%+3.1%0.069%
8/15/2025 Northeast Financial Consultants Inc127,042$13.88M0.6%-35.5%0.017%
8/15/2025 Chapman Financial Group LLC628$69K0.1%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.2,099$229K0.1%N/A0.000%
8/15/2025 Stonebridge Capital Advisors LLC3,342$365K0.0%+5.0%0.000%
8/15/2025 Captrust Financial Advisors838,783$91.67M0.2%-2.6%0.115%
8/15/2025 Keel Point LLC78,172$8.54M0.6%+3.5%0.011%
8/15/2025 Pine Ridge Advisers LLC347,136$37.94M2.4%+0.6%0.048%
8/15/2025 Truefg LLC211,389$23.10M6.9%+4.0%0.029%
8/15/2025 Manhattan West Asset Management LLC13,141$1.44M0.3%-19.0%0.002%
8/15/2025 WFA of San Diego LLC7,411$810K0.6%N/A0.001%
8/15/2025 Lantern Wealth Advisors LLC2,045$224K0.1%N/A0.000%
8/15/2025 Voya Financial Advisors Inc.359,749$39.39M4.0%+7.2%0.050%
8/15/2025 Talisman Wealth Advisors LLC20,261$2.21M2.0%-7.9%0.003%
8/15/2025 Tidal Investments LLC146,914$16.06M0.1%N/A0.020%
8/15/2025 Smartleaf Asset Management LLC21,893$2.40M0.2%+4.6%0.003%
8/15/2025 Snowden Capital Advisors LLC44,444$4.86M0.1%-14.7%0.006%
8/15/2025 Ruggaard & Associates LLC2,248$246K0.1%-51.8%0.000%
8/15/2025 Oxford Financial Group LTD. LLC7,861$859K0.1%-26.1%0.001%
8/15/2025 Orion Porfolio Solutions LLC688,042$71.89M0.5%+408.6%0.095%
8/15/2025 Palisade Capital Management LP14,964$1.64M0.0%+5.0%0.002%
8/15/2025 MML Investors Services LLC1,232,046$134.65M0.4%+0.0%0.170%
8/15/2025 Mission Creek Capital Partners Inc.1,840$201K0.0%N/A0.000%
8/15/2025 Modern Wealth Management LLC126,167$13.79M0.3%+262.5%0.017%
8/15/2025 Lazard Asset Management LLC302,391$33.05M0.0%-5.9%0.042%
8/15/2025 HRT Financial LP19,556$2.14M0.0%+337.1%0.003%
8/15/2025 Helium Advisors LLC6,558$717K0.5%-3.8%0.001%
8/15/2025 Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.63,646$6.96M1.2%-47.6%0.009%
8/15/2025 Houlihan Financial Resource Group Ltd.107,823$11.83M4.9%-3.9%0.015%
8/15/2025 IHT Wealth Management LLC105,225$11.50M0.3%+51.5%0.014%
8/15/2025 Great Valley Advisor Group Inc.80,584$8.81M0.2%-15.8%0.011%
8/15/2025 Group One Trading LLC1,699$186K0.0%N/A0.000%
8/15/2025 Garden State Investment Advisory Services LLC2,839$311K0.1%-6.4%0.000%
8/15/2025 Elevatus Welath Management2,123$232K0.1%-37.5%0.000%
8/15/2025 EP Wealth Advisors LLC337,113$36.84M0.2%+75.5%0.046%
8/15/2025 Engineers Gate Manager LP15,682$1.71M0.0%N/A0.002%
8/15/2025 Curi Capital LLC212,258$23.20M0.4%+20.7%0.029%
8/15/2025 Benjamin Edwards Inc.68,984$7.54M0.1%-5.0%0.009%
8/15/2025 Bluefin Capital Management LLC4,832$528K0.4%N/A0.001%
8/15/2025 BNP Paribas Financial Markets131,672$14.39M0.0%-3.2%0.018%
8/15/2025 Balyasny Asset Management L.P.393,211$42.97M0.1%N/A0.054%
8/15/2025 Bank of America Corp DE31,970,807$3.49B0.3%-3.1%4.399%
8/15/2025 AFT Forsyth & Company Inc.28,440$3.11M1.6%-1.7%0.004%
8/15/2025 Ameriprise Financial Inc.5,507,552$601.84M0.1%+2.1%0.758%
8/14/2025 Connecticut Wealth Management LLC815,056$89.08M4.2%-17.8%0.112%
8/14/2025 Vista Capital Partners Inc.5,862$641K0.1%+18.3%0.001%
8/14/2025 MGB Wealth Management LLC1,630$178K0.1%+18.1%0.000%
8/14/2025 White Knight Strategic Wealth Advisors LLC9,714$1.06M0.9%-8.0%0.001%
8/14/2025 Camarda Financial Advisors LLC6,993$764K0.3%+36.5%0.001%
8/14/2025 Sentinel Wealth Management Inc.18,039$1.97M1.9%N/A0.002%
8/14/2025 Ausdal Financial Partners Inc.2,988$331K0.0%-15.4%0.000%
8/14/2025 Financial Advisors Network Inc.2,659$291K0.0%-11.0%0.000%
(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, 2,832 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. ($4.51B), Bank of America Corp DE ($3.49B), FMR LLC ($2.62B), Kingstone Capital Partners Texas LLC ($2.05B), Wells Fargo & Company MN ($1.98B), Envestnet Asset Management Inc. ($1.84B), and Morgan Stanley ($1.75B).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 2,488 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: Kingstone Capital Partners Texas LLC ($19.25M), Raymond James Financial Inc. ($14.21M), Laurel Wealth Advisors LLC ($13.62M), Envestnet Asset Management Inc. ($10.03M), Mullooly Asset Management Inc. ($6.79M), Northwestern Mutual Wealth Management Co. ($4.33M), and International Assets Investment Management LLC ($3.83M).

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

Institutional investors have bought a total of 136,924,212 shares in the last 24 months. This purchase volume represents approximately $15.21B in transactions.

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

Of the 1,568 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 ($2.01M), Bank of New York Mellon Corp ($1.55M), International Assets Investment Management LLC ($1.54M), Envestnet Asset Management Inc. ($1.34M), Bank of America Corp DE ($1.03M), Venturi Wealth Management LLC ($933.09K), and JPMorgan Chase & Co. ($825.44K).

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

Institutional investors have sold a total of 43,304,379 shares in the last 24 months. This volume of shares sold represents approximately $4.73B in transactions.


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This page (NYSEARCA:IJR) was last updated on 9/14/2025 by MarketBeat.com Staff
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