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

iShares Core S&P Small-Cap ETF logo
$102.29 -0.74 (-0.72%)
Closing price 05/5/2025 04:10 PM Eastern
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$102.30 +0.00 (+0.00%)
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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)
1852
Total
Institutional Inflows
(last 12 months)
$9.92B
Number of
Institutional Sellers
(last 12 months)
1261
Total
Institutional Outflows
(last 12 months)
$3.85B
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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
5/6/2025Y Intercept Hong Kong Ltd15,452$1.62M0.1%-31.8%0.002%
5/6/2025Guidance Capital Inc.2,322$239K0.1%-99.0%0.000%
5/6/2025Choreo LLC97,320$10.18M0.2%+1.5%0.013%
5/6/2025Garner Asset Management Corp3,712$388K0.2%-13.6%0.001%
5/6/2025Riverpoint Wealth Management Holdings LLC9,531$997K0.3%+15.4%0.001%
5/6/2025Oakwell Private Wealth Management LLC181,837$19.02M5.2%+5.4%0.025%
5/6/2025Nelson Capital Management LLC11,979$1.25M0.2%-4.1%0.002%
5/6/2025PFG Advisors15,140$1.58M0.1%+2.2%0.002%
5/6/2025Ignite Planners LLC7,665$772K0.2%+8.9%0.001%
5/6/2025Obermeyer Wealth Partners18,510$1.94M0.1%+8.8%0.002%
5/6/2025Clifford Swan Investment Counsel LLC85,893$8.98M0.3%+3.1%0.012%
5/5/2025Arrow Financial Corp383,938$40.15M4.5%-0.2%0.052%
5/5/2025Crestwood Advisors Group LLC99,535$10.41M0.2%-8.6%0.013%
5/5/2025Hazlett Burt & Watson Inc.650$70K0.0%-17.0%0.000%
5/5/2025Kingsman Wealth Management Inc.5,986$626K0.5%N/A0.001%
5/5/2025OneAscent Wealth Management LLC2,145$224K0.1%-6.5%0.000%
5/5/2025Lewis Asset Management LLC21,061$2.20M1.8%-14.4%0.003%
5/5/2025GW&K Investment Management LLC11,965$1.25M0.0%+17.8%0.002%
5/5/2025Edgemoor Investment Advisors Inc.8,174$855K0.1%-25.3%0.001%
5/5/2025PCA Investment Advisory Services Inc.28,709$3.00M1.6%-19.2%0.004%
5/5/2025Peregrine Asset Advisers Inc.2,605$272K0.1%-4.7%0.000%
5/5/2025Millstone Evans Group LLC453$47K0.0%+74.2%0.000%
5/5/2025Wealth Quarterback LLC2,773$290K0.2%-20.6%0.000%
5/5/2025Wealth Alliance LLC24,925$2.61M0.3%-2.3%0.003%
5/5/2025Meridian Wealth Advisors LLC5,744$601K0.1%-10.1%0.001%
5/5/2025Northeast Planning Associates INC. NH1,950$204K0.2%-4.9%0.000%
5/5/2025Midwest Capital Advisors LLC7,827$818K0.5%-26.9%0.001%
5/5/2025Blue Bell Private Wealth Management LLC4,127$432K0.1%+15.0%0.001%
5/5/2025Lindbrook Capital LLC48,100$5.03M0.5%-4.8%0.006%
5/5/2025Souders Financial Advisors6,597$690K0.1%-82.6%0.001%
5/5/2025Heritage Investors Management Corp37,922$3.97M0.1%+1.9%0.005%
5/5/2025J.W. Cole Advisors Inc.51,904$5.43M0.2%-11.0%0.007%
5/5/2025BKM Wealth Management LLC6,989$731K0.3%-2.9%0.001%
5/5/2025Atlantic Union Bankshares Corp12,280$1.28M0.1%+4.0%0.002%
5/5/2025Montag A & Associates Inc.156,917$16.41M0.8%-7.6%0.021%
5/5/2025IFP Advisors Inc90,304$9.44M0.3%+9.8%0.012%
5/5/2025Counterweight Ventures LLC58,478$6.12M4.4%+1.6%0.008%
5/5/2025Mowery & Schoenfeld Wealth Management LLC1,450$152K0.3%N/A0.000%
5/5/2025Elyxium Wealth LLC48,375$5.06M2.2%-2.8%0.007%
5/5/20251ST Source Bank207,287$21.68M1.3%-1.1%0.028%
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5/5/2025Foundry Financial Group Inc.3,395$355K0.2%-26.0%0.000%
5/5/2025Cassaday & Co Wealth Management LLC9,969$1.04M0.0%+11.5%0.001%
5/5/2025Pachira Investments Inc.89,886$9.35M6.6%-0.9%0.012%
5/5/2025Paragon Capital Management LLC2,703$283K0.2%-5.5%0.000%
5/5/2025Conservest Capital Advisors Inc.246,774$25.81M2.7%+34.7%0.033%
5/5/2025Kestra Private Wealth Services LLC110,893$11.60M0.2%+4.5%0.015%
5/5/2025Fountainhead AM LLC299,044$31.27M5.1%+6.4%0.040%
5/5/2025FAS Wealth Partners Inc.30,307$3.17M0.3%-2.5%0.004%
5/5/2025ETF Store Inc.6,059$634K0.8%+15.9%0.001%
5/5/2025Beckerman Institutional LLC13,162$1.38M1.0%+2.9%0.002%
5/5/2025Resurgent Financial Advisors LLC12,530$1.31M0.8%+0.8%0.002%
5/5/2025Balentine LLC17,140$1.79M0.1%+32.2%0.002%
5/5/2025STAR Financial Bank28,272$2.96M2.2%+5.4%0.004%
5/5/2025Csenge Advisory Group49,009$4.72M0.3%-33.3%0.007%
5/5/2025St. Louis Trust Co559,356$58.49M8.5%-1.9%0.075%
5/5/2025AMG National Trust Bank32,681$3.42M0.1%+2.7%0.004%
5/5/2025Formidable Asset Management LLC5,859$613K0.1%+3.2%0.001%
5/5/2025Private Advisor Group LLC572,333$59.85M0.4%-45.7%0.077%
5/5/2025Nwam LLC56,886$5.95M0.5%-14.0%0.008%
5/5/2025EQ LLC13,680$1.43M0.7%-82.7%0.002%
5/5/2025FLC Capital Advisors11,115$1.16M0.3%+10.9%0.001%
5/5/2025Diversify Advisory Services LLC12,861$1.30M0.1%-28.0%0.002%
5/5/2025JMG Financial Group Ltd.26,754$2.80M0.1%-2.4%0.004%
5/5/2025Darden Wealth Group Inc14,546$1.52M1.2%-2.5%0.002%
5/5/2025Creekmur Asset Management LLC12,992$1.36M0.3%-75.6%0.002%
5/5/2025Transce3nd LLC765$80K0.0%-24.9%0.000%
5/2/2025 Patton Albertson Miller Group LLC3,572$374K0.1%-5.3%0.000%
5/2/2025 Carson Advisory Inc.6,710$702K0.5%-3.3%0.001%
5/2/2025 Sachetta LLC42,418$4.44M1.8%+2.3%0.006%
5/2/2025 Burling Wealth Partners LLC128,665$13.46M2.8%-2.3%0.017%
5/2/2025 Hardy Reed LLC132,434$13.85M1.2%+0.1%0.018%
5/2/2025 Forte Capital LLC ADV3,584$375K0.0%+10.6%0.000%
5/2/2025 Forum Financial Management LP2,559$268K0.0%-31.7%0.000%
5/2/2025 Bear Mountain Capital Inc.533$54K0.0%-28.4%0.000%
5/2/2025 Kooman & Associates4,187$438K0.2%+3.7%0.001%
5/2/2025 Kingsview Wealth Management LLC85,623$8.95M0.2%+2.0%0.012%
5/2/2025 Montis Financial LLC24,413$2.55M0.8%-21.2%0.003%
5/2/2025 Members Trust Co878,266$91.84M3.2%+9.2%0.118%
5/2/2025 MTC Wealth Management LLC68,751$7.19M3.5%+23.4%0.009%
5/2/2025 Bailard Inc.125,231$13.10M0.3%+2.1%0.017%
5/2/2025 Archvest Wealth Advisors Inc.3,112$325K0.3%-12.0%0.000%
5/2/2025 Opulen Financial Group LLC6,928$724K0.7%+2.2%0.001%
5/2/2025 Concord Wealth Partners3,321$347K0.1%-3.2%0.000%
5/2/2025 Graypoint LLC358,399$37.48M2.3%+0.7%0.048%
5/2/2025 Dynasty Wealth Management LLC649,863$67.96M1.0%-9.9%0.088%
5/2/2025 Litman Gregory Wealth Management LLC143,361$14.99M1.3%-36.6%0.019%
5/2/2025 Verdence Capital Advisors LLC15,737$1.65M0.1%-8.2%0.002%
5/2/2025 Mayflower Financial Advisors LLC53,678$5.61M0.9%-0.9%0.007%
5/2/2025 Financial Advisors LLC508,626$53.19M10.5%+1.1%0.069%
5/2/2025 Hudock Inc.282,481$29.54M5.2%+0.9%0.038%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
5/2/2025 Legacy Capital Wealth Partners LLC16,353$1.71M0.4%+14.0%0.002%
5/2/2025 Napatree Capital LLC18,284$1.91M1.1%+8.0%0.002%
5/2/2025 Windsor Capital Management LLC35,743$3.74M1.1%-2.6%0.005%
5/2/2025 SWP Financial LLC17,659$1.85M1.1%-2.7%0.002%
5/2/2025 Lineweaver Wealth Advisors LLC18,896$1.98M0.3%+1.8%0.003%
5/2/2025 Allen Capital Group LLC14,579$1.53M0.2%+12.2%0.002%
5/2/2025 LMG Wealth Partners LLC2,733$286K0.1%+3.7%0.000%
5/2/2025 Summit X LLC11,922$1.25M0.3%+0.9%0.002%
5/2/2025 Mechanics Financial Corp41,344$4.32M2.0%+0.5%0.006%
5/2/2025 Welch & Forbes LLC98,450$10.30M0.1%+84.0%0.013%
(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, 2,781 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), Wells Fargo & Company MN ($1.98B), Envestnet Asset Management Inc. ($1.86B), 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 2,454 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 166,512,925 shares in the last 24 months. This purchase volume represents approximately $17.84B in transactions.

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

Of the 1,770 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), Cresset Asset Management LLC ($2.45M), Truist Financial Corp ($2.23M), 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 87,618,071 shares in the last 24 months. This volume of shares sold represents approximately $9.16B in transactions.


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This page (NYSEARCA:IJR) was last updated on 5/6/2025 by MarketBeat.com Staff
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