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

iShares Core S&P Small-Cap ETF logo
$119.45 +1.86 (+1.58%)
Closing price 10/20/2025 04:10 PM Eastern
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$119.34 -0.11 (-0.09%)
As of 04:00 AM 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)
1966
Total
Institutional Inflows
(last 12 months)
$15.06B
Number of
Institutional Sellers
(last 12 months)
1583
Total
Institutional Outflows
(last 12 months)
$4.76B
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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
10/20/2025XML Financial LLC128,830$15.31M1.2%-1.1%0.018%
10/20/2025Pinnacle Wealth Management Advisory Group LLC177,758$21.12M1.6%-0.3%0.025%
10/20/2025HighMark Wealth Management LLC84,227$10.02M4.4%-2.9%0.012%
10/20/2025Quest 10 Wealth Builders Inc.21,433$2.55M2.3%-1.2%0.003%
10/20/2025Ocean Park Asset Management LLC6,186$735K0.0%N/A0.001%
10/20/2025Shira Ridge Wealth Management1,968$234K0.1%N/A0.000%
10/20/2025Balance Wealth LLC7,342$873K0.2%+5.0%0.001%
10/20/2025Burns J W & Co. Inc. NY81,724$9.71M1.1%+8.5%0.011%
10/20/2025Accurate Wealth Management LLC15,473$1.83M0.2%-0.9%0.002%
10/20/2025Trail Ridge Investment Advisors LLC2,822$335K0.2%+7.7%0.000%
10/20/2025Avaii Wealth Management LLC3,454$410K0.2%+5.5%0.000%
10/20/2025Miracle Mile Advisors LLC64,393$7.65M0.1%-9.3%0.009%
10/20/2025DHJJ Financial Advisors Ltd.13,384$1.59M0.5%-2.1%0.002%
10/20/2025Roth Financial Partners LLC196,513$23.35M7.9%+0.9%0.027%
10/20/2025Allspring Global Investments Holdings LLC24,617$2.93M0.0%+10.8%0.003%
10/20/2025JB Capital LLC5,228$621K0.0%+10.2%0.001%
10/20/2025Stonebridge Financial Group LLC13,478$1.60M0.1%+10.8%0.002%
10/20/2025Fortress Financial Solutions LLC26,673$3.17M3.4%+4.6%0.004%
10/20/2025Shum Financial Group Inc.1,726$205K0.2%N/A0.000%
10/20/2025Sterling Investment Management LLC2,826$336K0.2%-5.0%0.000%
10/20/2025Merit Financial Group LLC104,918$12.47M0.1%+4.2%0.015%
10/20/2025Security National Bank6,933$824K0.1%-1.3%0.001%
10/20/2025Moody Lynn & Lieberson LLC5,834$693K0.0%-4.2%0.001%
10/20/2025Adirondack Trust Co.34,169$4.06M1.4%-1.2%0.005%
10/20/2025Marietta Wealth Management LLC71,565$8.50M1.0%-27.2%0.010%
10/20/2025OMNI 360 Wealth Inc.11,965$1.42M0.8%+1.3%0.002%
10/20/2025TBH Global Asset Management LLC62,156$7.39M1.4%N/A0.009%
10/20/2025Calamos Wealth Management LLC287,896$34.21M1.2%-45.7%0.040%
10/20/2025Calamos Advisors LLC11,154$1.33M0.0%-53.9%0.002%
10/20/2025Single Point Partners LLC242,493$28.82M5.2%+1.4%0.034%
10/20/2025Meridian Financial Advisors LLC65,646$7.80M4.4%-3.2%0.009%
10/20/2025Sax Wealth Advisors LLC82,183$9.77M0.5%-9.0%0.011%
10/20/2025Lewis Asset Management LLC21,885$2.60M1.1%-2.1%0.003%
10/20/2025Forefront Wealth Partners LLC7,588$902K0.2%-67.1%0.001%
10/20/2025Kingsman Wealth Management Inc.3,359$399K0.2%-14.7%0.000%
10/20/2025Ascent Group LLC17,481$2.08M0.1%-3.8%0.002%
10/20/2025Great Diamond Partners LLC17,578$2.09M0.4%+2.9%0.002%
10/20/2025McGlone Suttner Wealth Management Inc.21,422$2.55M0.4%-1.2%0.003%
10/20/2025Baron Wealth Management LLC212,658$25.27M8.4%-0.5%0.029%
10/20/2025Weaver Capital Management LLC3,555$422K0.1%-3.2%0.000%
10/20/2025Diversified Trust Co29,296$3.48M0.1%-21.7%0.004%
10/20/2025Clark Asset Management LLC5,448$647K0.1%+51.5%0.001%
10/20/2025Armbruster Capital Management Inc.23,000$2.73M0.5%-0.4%0.003%
10/20/2025Hillcrest Wealth Advisors NY LLC5,550$660K0.3%-6.7%0.001%
10/20/2025Klaas Financial Asset Advisors LLC25,698$3.05M0.5%+0.4%0.004%
10/20/2025YANKCOM Partnership26,969$3.21M1.4%-0.4%0.004%
10/20/2025Segment Wealth Management LLC3,089$367K0.0%-5.1%0.000%
10/20/2025LVW Advisors LLC113,397$13.48M1.4%+1.5%0.016%
10/20/2025Wells Financial Advisors INC3,642$433K0.6%-8.3%0.001%
10/20/2025Wallington Asset Management LLC277,502$32.98M4.3%+1.3%0.038%
10/20/2025Continuum Advisory LLC18,022$2.14M0.2%-29.9%0.002%
10/20/2025Lionsbridge Wealth Management LLC27,812$3.31M3.3%+48.1%0.004%
10/20/2025waypoint wealth counsel3,129$372K0.1%-19.9%0.000%
10/20/2025Albion Financial Group UT318,773$37.88M2.3%-0.5%0.044%
10/20/2025Tripletail Wealth Management LLC596$71K0.1%N/A0.000%
10/20/2025Pure Financial Advisors LLC165,142$19.62M0.3%+1.3%0.023%
10/17/2025Oak Harvest Investment Services1,781$212K0.0%-5.9%0.000%
10/17/2025Fortitude Family Office LLC41,624$4.95M1.3%+16.3%0.006%
10/17/2025Farmers & Merchants Investments Inc.1,151,423$136.82M3.9%+2.4%0.159%
10/17/2025Fort Washington Investment Advisors Inc. OH12,501$1.49M0.0%+66.5%0.002%
10/17/2025Boston Trust Walden Corp7,390$878K0.0%+18.2%0.001%
10/17/2025Plimoth Trust Co. LLC12,350$1.47M0.3%+4.6%0.002%
10/17/2025Nixon Peabody Trust Co.21,995$2.61M0.2%-9.8%0.003%
10/17/2025HM Payson & Co.34,731$4.13M0.1%+0.6%0.005%
10/17/2025Global Wealth Management LLC85,184$10.12M5.3%-2.6%0.012%
10/17/20251900 Wealth Management LLC52,707$6.26M0.4%+2.4%0.007%
10/17/2025Annex Advisory Services LLC34,581$4.11M0.1%-15.8%0.005%
10/17/2025Goldstone Financial Group LLC20,972$2.49M0.3%-19.5%0.003%
10/17/2025Norris Perne & French LLP MI115,377$13.71M0.9%+2.2%0.016%
10/17/2025Ullmann Wealth Partners Group LLC20,338$2.42M0.3%-3.9%0.003%
10/17/2025FLC Capital Advisors10,887$1.29M0.3%-1.8%0.002%
10/17/2025Traveka Wealth LLC3,473$413K0.2%-19.6%0.000%
10/17/2025Institute for Wealth Management LLC.9,336$1.11M0.1%+39.4%0.001%
10/17/2025KW Wealth Management LLC5,101$606K1.0%N/A0.001%
10/17/2025Warren Street Wealth Advisors LLC2,214$263K0.1%-19.4%0.000%
10/17/2025Coastwise Capital Group LLC2,070$246K0.2%N/A0.000%
10/17/2025AFG Fiduciary Services Limited Partnership47,298$5.64M1.3%-0.7%0.007%
10/17/2025Melone Private Wealth LLC58,801$6.99M3.2%+23.0%0.008%
10/17/2025Regatta Capital Group LLC14,271$1.70M0.3%-6.3%0.002%
10/17/2025Panoramic Capital Partners LLC123,357$14.66M9.4%+4.3%0.017%
10/17/2025Arcadia Investment Advisors LLC19,034$2.26M1.1%-73.9%0.003%
10/17/2025Sard Wealth Management Group LLC70,920$8.43M4.8%+1.1%0.010%
10/17/2025Total Wealth Planning LLC6,764$804K0.1%+7.8%0.001%
10/17/2025Clune & Associates LTD.50,805$6.04M1.5%+1.4%0.007%
10/17/2025Valley National Advisers Inc.31,518$3.75M0.6%-16.4%0.004%
10/17/2025J. L. Bainbridge & Co. Inc.1,736$206K0.0%-10.8%0.000%
10/17/2025Enzi Wealth178,659$21.04M7.4%-0.9%0.025%
10/17/2025Sunburst Financial Group LLC15,439$1.84M0.4%-7.5%0.002%
10/17/2025Kaydan Wealth Management Inc.3,143$373K0.1%-5.2%0.000%
10/17/2025Cahaba Wealth Management Inc.439,609$52.24M3.8%+3.8%0.061%
10/17/2025Perigon Wealth Management LLC193,542$23.00M0.5%+0.3%0.027%
10/17/2025Sandbox Financial Partners LLC40,637$4.83M1.4%+3.7%0.006%
10/17/2025Sowell Financial Services LLC50,196$5.97M0.2%-1.7%0.007%
10/17/2025Ehrlich Financial Group10,536$1.25M0.7%-20.5%0.001%
10/17/2025Sapient Capital LLC108,338$12.85M0.2%+4.5%0.015%
10/17/2025Thompson Investment Management Inc.7,611$904K0.1%+8.5%0.001%
10/17/2025Mayflower Financial Advisors LLC52,869$6.28M0.6%-2.4%0.007%
10/17/2025Alterna Wealth Management Inc.2,396$285K0.2%N/A0.000%
10/17/2025Founders Grove Wealth Partners LLC19,057$2.27M0.5%-10.0%0.003%
10/17/2025FSM Wealth Advisors LLC158,337$18.82M2.7%+13.6%0.022%
(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, 2,835 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 136,078,373 shares in the last 24 months. This purchase volume represents approximately $15.11B in transactions.

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

Of the 1,583 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 43,572,577 shares in the last 24 months. This volume of shares sold represents approximately $4.76B in transactions.


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This page (NYSEARCA:IJR) was last updated on 10/21/2025 by MarketBeat.com Staff
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