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

iShares Core S&P Small-Cap ETF logo
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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)
1936
Total
Institutional Inflows
(last 12 months)
$13.97B
Number of
Institutional Sellers
(last 12 months)
1482
Total
Institutional Outflows
(last 12 months)
$3.91B
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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
8/4/2025Pinnacle Associates Ltd.263,641$28.81M0.4%+0.4%0.036%
8/4/2025FWG Investments LLC.4,617$505K0.4%N/A0.001%
8/4/2025Amplius Wealth Advisors LLC282,789$30.91M2.9%-13.9%0.039%
8/4/2025Mesirow Financial Investment Management Inc.1,435,196$156.85M3.1%-2.3%0.197%
8/4/2025BLB&B Advisors LLC657,365$71.84M3.4%-2.2%0.090%
8/4/2025UNIVEST FINANCIAL Corp14,594$1.60M0.1%-0.8%0.002%
8/4/2025Simon Quick Advisors LLC5,107$558K0.0%-53.3%0.001%
8/4/2025Evergreen Advisors LLC169,036$18.47M4.9%-0.7%0.023%
8/4/2025Ledyard National Bank5,610$613K0.1%-10.2%0.001%
8/4/2025Coign Capital Advisors LLC47,738$5.22M3.5%+12.3%0.007%
8/4/2025One Day In July LLC405,357$44.30M4.0%-17.3%0.056%
8/4/2025Heritage Investors Management Corp38,837$4.24M0.1%+2.4%0.005%
8/4/2025Atria Investments Inc57,647$6.30M0.1%-4.7%0.008%
8/4/2025Spinnaker Trust37,342$4.08M0.2%+0.5%0.005%
8/4/2025Savvy Advisors Inc.38,276$4.18M0.3%+12.3%0.005%
8/4/2025Noesis Capital Mangement Corp52,473$5.74M1.0%-19.7%0.007%
8/4/2025FRG Family Wealth Advisors LLC14,141$1.55M0.3%-14.8%0.002%
8/4/2025Grant Street Asset Management Inc.32,238$3.52M0.8%+12.3%0.004%
8/4/2025Assetmark Inc.977,507$106.83M0.3%+0.8%0.134%
8/4/2025Keybank National Association OH3,834,308$419.05M1.6%+0.9%0.526%
8/4/2025HBK Sorce Advisory LLC63,547$6.95M0.2%-2.3%0.009%
8/4/2025Premier Path Wealth Partners LLC70,931$7.75M1.1%+5.3%0.010%
8/4/2025Spire Wealth Management49,402$5.33M0.2%-27.9%0.007%
8/4/2025Buck Wealth Strategies LLC64,448$7.04M1.1%-11.8%0.009%
8/4/2025Arkadios Wealth Advisors82,047$8.97M0.3%-34.3%0.011%
8/4/2025Barnes Dennig Private Wealth Management LLC638$70K0.1%N/A0.000%
8/4/2025World Investment Advisors215,996$23.61M0.5%-4.4%0.030%
8/4/2025Flagship Harbor Advisors LLC76,322$8.34M0.4%+31.2%0.010%
8/4/2025Daymark Wealth Partners LLC3,561$389K0.0%+6.1%0.000%
8/4/2025Municipal Employees Retirement System of Michigan24,129$2.64M0.0%+16.4%0.003%
8/4/2025Waterfront Wealth Inc.1,869$204K0.0%N/A0.000%
8/4/2025Econ Financial Services Corp108,200$11.83M6.1%+2.5%0.015%
8/4/2025Mayflower Financial Advisors LLC54,164$5.92M0.8%+0.9%0.007%
8/4/2025Bristlecone Advisors LLC155,274$16.97M1.4%+1.9%0.021%
8/4/2025Quaker Wealth Management LLC452$49K0.0%-200.4%0.000%
8/4/2025L.M. Kohn & Company3,765$411K0.1%-50.1%0.001%
8/4/2025Beirne Wealth Consulting Services LLC52,216$5.71M1.9%+75.9%0.007%
8/4/2025Human Investing LLC152,932$16.72M2.6%+6.3%0.021%
8/1/2025 Bank of Jackson Hole Trust14,449$1.58M0.9%+8.8%0.002%
8/1/2025 Paradigm Strategies in Wealth Management LLC146,252$15.98M10.5%-0.2%0.020%
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8/1/2025 Motco7,037$776K0.1%-36.0%0.001%
8/1/2025 Winebrenner Capital Management LLC14,520$1.59M1.3%-1.8%0.002%
8/1/2025 Biltmore Family Office LLC31,283$3.42M0.6%-0.7%0.004%
8/1/2025 PCA Investment Advisory Services Inc.30,461$3.33M1.4%+6.1%0.004%
8/1/2025 Milestone Asset Management Group LLC3,700$404K0.3%+23.7%0.001%
8/1/2025 James Investment Research Inc.2,085$228K0.0%-79.5%0.000%
8/1/2025 Providence First Trust Co7,641$835K0.3%N/A0.001%
8/1/2025 Planning Directions Inc.52,289$5.72M3.2%+6.2%0.007%
8/1/2025 Redmond Asset Management LLC2,934$321K0.1%-22.2%0.000%
8/1/2025 Zhang Financial LLC16,457$1.80M0.1%+2.4%0.002%
8/1/2025 New York Life Investment Management LLC359,820$39.33M0.4%+1.5%0.049%
8/1/2025 GGM Financials LLC5,844$639K0.1%-5.6%0.001%
8/1/2025 Heritage Wealth Management Inc. Texas27,407$3.00M1.5%-5.8%0.004%
8/1/2025 Integral Investment Advisors Inc.6,143$671K0.2%-8.1%0.001%
8/1/2025 First National Trust Co467,501$51.09M1.9%-1.1%0.064%
8/1/2025 Purkiss Capital Advisors LLC2,151$235K0.1%N/A0.000%
8/1/2025 Clark Asset Management LLC3,596$393K0.1%-21.5%0.000%
8/1/2025 Centerpoint Advisors LLC125,813$13.75M4.7%-2.5%0.017%
8/1/2025 May Hill Capital LLC63,598$6.95M2.3%-1.2%0.009%
8/1/2025 Equita Financial Network Inc.6,550$716K0.3%-5.3%0.001%
8/1/2025 Logan Capital Management Inc.1,000$109K0.0%-10.1%0.000%
8/1/2025 GWN Securities Inc.4,846$531K0.1%-72.8%0.001%
8/1/2025 Advisory Alpha LLC6,058$662K0.0%-4.1%0.001%
8/1/2025 Rossby Financial LCC3,683$403K0.1%+3.5%0.001%
8/1/2025 SYM FINANCIAL Corp1,133$124K0.0%+94.0%0.000%
8/1/2025 Facet Wealth Inc.2,774$306K0.0%+3.6%0.000%
8/1/2025 Transcend Capital Advisors LLC32,073$3.51M0.3%+4.1%0.004%
8/1/2025 Cobblestone Capital Advisors LLC NY22,316$2.44M0.1%+67.1%0.003%
8/1/2025 Penobscot Wealth Management3,393$371K0.1%-9.7%0.000%
8/1/2025 Bessemer Group Inc.840,922$91.91M0.1%-6.5%0.116%
8/1/2025 Koss Olinger Consulting LLC3,492$382K0.0%-11.3%0.000%
8/1/2025 Financial Counselors Inc.19,706$2.15M3.0%-92.7%0.003%
8/1/2025 Brookwood Investment Group LLC2,264$247K0.0%-19.1%0.000%
8/1/2025 GoalVest Advisory LLC699$76K0.0%-58.0%0.000%
8/1/2025 First Command Advisory Services Inc.9,171,730$1.00B8.6%+2.4%1.261%
8/1/2025 Curat Global LLC21,775$2.38M2.2%-51.8%0.003%
8/1/2025 Ashton Thomas Private Wealth LLC177,469$19.40M0.7%-29.8%0.024%
8/1/2025 Solstein Capital LLC10,073$1.10M0.5%-27.0%0.001%
8/1/2025 Envestnet Asset Management Inc.16,819,881$1.84B0.5%-5.6%2.312%
7/31/2025 Resonant Capital Advisors LLC250,176$27.34M1.7%+0.8%0.034%
7/31/2025 New Hampshire Trust29,654$3.24M0.7%-1.2%0.004%
7/31/2025 Oppenheimer Asset Management Inc.59,256$6.48M0.1%-50.2%0.008%
7/31/2025 Orion Capital Management LLC7,823$855K0.3%-5.0%0.001%
7/31/2025 Ballast Advisors LLC1,598$175K0.1%-8.1%0.000%
7/31/2025 Forte Asset Management LLC6,331$692K0.4%-34.5%0.001%
7/31/2025 Conservest Capital Advisors Inc.153,343$16.76M1.7%-37.9%0.021%
7/31/2025 Darden Wealth Group Inc13,350$1.46M0.9%-8.2%0.002%
7/31/2025 Schneider Downs Wealth Management Advisors LP101,455$11.09M1.7%+2.1%0.014%
7/31/2025 Interchange Capital Partners LLC14,757$1.61M0.4%+3.1%0.002%
7/31/2025 Brighton Jones LLC33,046$3.61M0.1%+6.2%0.005%
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7/31/2025 Waldron Private Wealth LLC34,413$3.76M0.2%-0.4%0.005%
7/31/2025 RedJay Asset Management Inc.90,000$9.84M2.3%+112.3%0.012%
7/31/2025 Graybill Wealth Management LTD.47,074$5.15M1.7%+0.6%0.006%
7/31/2025 Leavell Investment Management Inc.37,482$4.10M0.2%-11.3%0.005%
7/31/2025 Burke & Herbert Bank & Trust Co.84,314$9.22M2.1%-0.4%0.012%
7/31/2025 Ramsay Stattman Vela & Price Inc.11,723$1.28M0.2%+5.1%0.002%
7/31/2025 City State Bank1,978$216K0.1%-15.6%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC24,172$2.64M0.0%-19.3%0.003%
7/31/2025 Curio Wealth LLC270$30K0.0%+26,900.0%0.000%
7/31/2025 Richards Merrill & Peterson Inc.11,734$1.28M0.6%+12.5%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, 2,814 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), 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 2,475 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), Envestnet Asset Management Inc. ($10.03M), Mullooly Asset Management Inc. ($6.79M), International Assets Investment Management LLC ($3.83M), LPL Financial LLC ($3.28M), and Citigroup Inc. ($2.76M).

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

Institutional investors have bought a total of 125,903,835 shares in the last 24 months. This purchase volume represents approximately $13.97B in transactions.

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

Of the 1,482 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 ($2.13M), International Assets Investment Management LLC ($1.54M), Envestnet Asset Management Inc. ($1.34M), Venturi Wealth Management LLC ($933.09K), Bank of New York Mellon Corp ($883.37K), Dynasty Wealth Management LLC ($792.18K), and JPMorgan Chase & Co. ($738.76K).

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

Institutional investors have sold a total of 35,856,389 shares in the last 24 months. This volume of shares sold represents approximately $3.91B in transactions.


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This page (NYSEARCA:IJR) was last updated on 8/4/2025 by MarketBeat.com Staff
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