Free Trial
MarketBeat All Access — Now with A.I. InsightsTry It Free

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

iShares Core S&P Small-Cap ETF logo
$115.72 -2.24 (-1.89%)
As of 11:48 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
1978
Total
Institutional Inflows
(last 12 months)
$15.21B
Number of
Institutional Sellers
(last 12 months)
1581
Total
Institutional Outflows
(last 12 months)
$4.75B
Get IJR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core S&P Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Bartlett & CO. Wealth Management LLC475,518$56.51M0.7%+2.4%0.066%
10/9/2025Secure Asset Management LLC20,626$2.46M0.4%-5.9%0.003%
10/9/2025AdvisorNet Financial Inc7,875$936K0.1%+11.5%0.001%
10/9/2025Brady Family Wealth LLC13,896$1.65M0.5%-21.5%0.002%
10/9/2025Centurion Wealth Management LLC7,454$886K0.2%+4.0%0.001%
10/9/2025Shelton Wealth Management LLC18,769$2.23M1.0%-0.5%0.003%
10/9/2025Whitcomb & Hess Inc.161,762$19.22M4.9%+4.5%0.022%
10/9/2025Sprinkle Financial Consultants LLC97,652$11.60M6.5%+1.4%0.014%
10/9/2025Toth Financial Advisory Corp1,479$176K0.0%+261.6%0.000%
10/9/2025LVM Capital Management Ltd. MI7,275$864K0.1%+8.3%0.001%
10/9/2025Newman Dignan & Sheerar Inc.23,174$2.75M0.6%-2.4%0.003%
10/9/2025Astoria Portfolio Advisors LLC.1,682$201K0.1%-45.2%0.000%
10/9/2025Central Bank & Trust Co.23,070$2.74M0.4%-0.6%0.003%
10/9/2025Princeton Global Asset Management LLC12,303$1.46M0.2%+0.8%0.002%
10/9/2025Kennebec Savings Bank6,255$743K0.7%-18.1%0.001%
10/9/2025Redhawk Wealth Advisors Inc.30,809$3.66M0.4%N/A0.004%
10/9/2025Bath Savings Trust Co3,407$405K0.0%+6.7%0.000%
10/9/2025Voya Financial Advisors Inc.321,753$38.15M3.7%-10.6%0.045%
10/9/2025Stillwater Capital Advisors LLC2,615$311K0.0%+5.2%0.000%
10/9/2025Harbour Capital Advisors LLC18,016$2.13M0.4%-14.7%0.002%
10/9/2025Peak Financial Management Inc.70,055$8.33M2.2%+1.8%0.010%
10/9/2025Affinity Capital Advisors LLC18,219$2.18M0.3%+2.9%0.003%
10/9/2025Dynamic Advisor Solutions LLC21,970$2.61M0.1%-81.4%0.003%
10/9/2025Stokes Capital Advisors LLC5,845$695K0.2%-5.1%0.001%
10/9/2025Cypress Financial Planning LLC16,365$1.95M0.6%-1.3%0.002%
10/9/2025Fermata Advisors LLC3,110$370K0.1%-2.8%0.000%
10/9/2025Long Run Wealth Advisors LLC95,787$11.38M2.2%-3.2%0.013%
10/9/2025Embree Financial Group85,567$10.17M1.4%-12.2%0.012%
10/9/2025Whalen Wealth Management Inc.1,700$202K0.1%N/A0.000%
10/9/2025Riversedge Advisors LLC115,656$13.74M2.3%+11.1%0.016%
10/9/2025Peterson Wealth Advisors LLC20,293$2.40M0.4%+6.0%0.003%
10/8/2025 Marshall Financial Group LLC5,983$711K0.1%-7.7%0.001%
10/8/2025 Patriot Financial Group Insurance Agency LLC30,986$3.68M0.5%-71.7%0.004%
10/8/2025 Hilltop National Bank17,786$2.11M0.5%-3.6%0.002%
10/8/2025 YHB Investment Advisors Inc.157,195$18.68M1.4%-24.0%0.022%
10/8/2025 Teamwork Financial Advisors LLC3,684$438K0.0%-38.0%0.001%
10/8/2025 Rise Advisors LLC538$64K0.0%+53.3%0.000%
10/8/2025 Ipswich Investment Management Co. Inc.8,606$1.02M0.2%-9.0%0.001%
10/8/2025 Asset Allocation Strategies LLC73,145$8.69M1.7%-22.1%0.010%
10/8/2025 Fiduciary Alliance LLC141,822$16.85M1.1%+8.5%0.020%
10/8/2025 RDA Financial Network13,794$1.64M0.4%-21.0%0.002%
10/8/2025 Partnership Wealth Management LLC72,777$8.65M6.7%+1.0%0.010%
10/8/2025 Legacy Private Trust Co.59,452$7.07M0.4%+12.5%0.008%
10/8/2025 Kwmg LLC3,763$447K0.0%-2.9%0.001%
10/8/2025 Wedmont Private Capital38,763$4.58M0.2%-8.0%0.005%
10/8/2025 Bluestem Financial Advisors LLC24,937$2.96M1.2%-0.7%0.003%
10/8/2025 Ignite Planners LLC6,521$775K0.1%-2.1%0.001%
10/8/2025 Chesley Taft & Associates LLC343,679$40.84M1.7%-3.7%0.048%
10/8/2025 KWB Wealth8,762$958K0.1%-7.9%0.001%
10/8/2025 Balefire LLC3,968$472K0.1%-7.0%0.001%
10/8/2025 Towerpoint Wealth LLC3,078$366K0.1%+5.2%0.000%
10/8/2025 Country Club Bank48,862$5.79M0.3%-0.6%0.007%
10/8/2025 M.E. Allison & CO. Inc.7,382$877K0.6%+6.3%0.001%
10/8/2025 Carr Financial Group Corp12,210$1.45M0.4%+11.7%0.002%
10/8/2025 Charis Legacy Partners LLC1,945$231K0.3%N/A0.000%
10/8/2025 Kure Advisory LLC79,235$9.42M5.8%+2.7%0.011%
10/8/2025 Sendero Wealth Management LLC5,222$621K0.1%-7.9%0.001%
10/8/2025 Silvia Mccoll Wealth Management LLC14,079$1.67M1.1%-0.9%0.002%
10/8/2025 Veracity Capital LLC23,875$2.84M0.9%-5.2%0.003%
10/8/2025 Leverty Financial Group LLC20,431$2.43M0.6%+6.4%0.003%
10/8/2025 Baron Financial Group LLC33,453$3.98M2.2%-1.4%0.005%
10/7/2025 Cooper Financial Group6,144$730K0.1%+3.4%0.001%
10/7/2025 Montecito Bank & Trust52,114$6.19M1.0%N/A0.007%
10/7/2025 Heritage Family Offices LLP2,603$309K0.1%-11.4%0.000%
10/7/2025 Lbmc Investment Advisors LLC171,736$20.41M1.3%+11.3%0.024%
10/7/2025 Acropolis Investment Management LLC979,780$107.08M5.4%+6.3%0.136%
10/7/2025 Woodstock Corp9,245$1.10M0.1%-22.3%0.001%
10/7/2025 Lynch & Associates IN57,413$6.82M1.3%+3.6%0.008%
10/7/2025 ST Germain D J Co. Inc.34,713$4.13M0.2%+6.0%0.005%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.544$65K0.1%-84.7%0.000%
10/7/2025 Grant Private Wealth Management Inc4,698$558K0.3%N/A0.001%
10/7/2025 Doliver Advisors LP4,497$534K0.1%-2.3%0.001%
10/7/2025 MKD Wealth Coaches LLC13,775$1.64M1.6%-1.4%0.002%
10/7/2025 Proathlete Wealth Management LLC214,721$25.52M7.3%+4.2%0.030%
10/7/2025 KFG Wealth Management LLC2,004$238K0.0%N/A0.000%
10/7/2025 Salem Investment Counselors Inc.4,807$571K0.0%-5.4%0.001%
10/7/2025 Infinity Wealth Counsel LLC2,427$288K0.3%-9.3%0.000%
10/7/2025 Hardin Capital Partners LLC11,681$1.39M0.7%+2.0%0.002%
10/7/2025 Graves Light Lenhart Wealth Inc.283,897$33.74M3.7%-1.5%0.039%
10/7/2025 Thrive Wealth Management LLC16,061$1.91M0.3%+6.6%0.002%
10/7/2025 Wiser Wealth Management Inc27,332$3.25M0.7%-1.6%0.004%
10/6/2025 Destiny Wealth Partners LLC11,663$1.39M0.2%+1.8%0.002%
10/6/2025 ARS Wealth Advisors Group LLC3,541$421K0.0%-4.6%0.000%
10/6/2025 Orgel Wealth Management LLC3,655$434K0.0%-12.6%0.001%
10/6/2025 Collective Family Office LLC5,045$599K0.1%+60.5%0.001%
10/6/2025 Heartwood Wealth Advisors LLC25,823$3.07M0.3%+5.2%0.004%
10/6/2025 TruWealth Advisors LLC11,161$1.33M0.1%+184.9%0.002%
10/6/2025 Insight Wealth Strategies LLC5,971$710K0.1%-2.0%0.001%
10/6/2025 PPS&V Asset Management Consultants Inc.82,663$9.82M5.7%+3.6%0.011%
10/6/2025 Boltwood Capital Management56,116$6.67M1.8%-0.5%0.008%
10/6/2025 Grove Bank & Trust279,009$33.16M3.9%+0.2%0.039%
10/6/2025 Venture Visionary Partners LLC127,285$15.13M0.5%+0.4%0.018%
10/6/2025 Greenfield Savings Bank39,925$4.74M2.0%+0.4%0.006%
10/6/2025 Strathmore Capital Advisors Inc.5,621$668K0.3%+6.6%0.001%
10/6/2025 Nilsine Partners LLC6,684$794K0.1%+4.6%0.001%
10/3/2025 KFA Private Wealth Group LLC89,728$10.66M3.0%-1.0%0.012%
10/3/2025 HCR Wealth Advisors435,627$52.08M5.4%+4.0%0.060%
10/3/2025 Iowa State Bank161,185$19.15M3.6%-10.4%0.022%
10/3/2025 Summit Financial Wealth Advisors LLC156,939$18.70M2.9%+1.4%0.022%
10/3/2025 St. Clair Advisors LLC15,132$1.80M0.5%+1.6%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, 2,837 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 2,493 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 136,680,815 shares in the last 24 months. This purchase volume represents approximately $15.18B in transactions.

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

Of the 1,575 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 43,235,492 shares in the last 24 months. This volume of shares sold represents approximately $4.72B in transactions.


Related Companies

This page (NYSEARCA:IJR) was last updated on 10/10/2025 by MarketBeat.com Staff
From Our Partners
Why This Titanium Explorer Caught Rio Tinto’s Eye
As U.S. defense spending crosses $1 trillion, drones, hypersonics, and next-gen aerospace are taking center st...
Capital Trends | Sponsoredtc pixel
Trump to get REVENGE on the banks??
Rumors are swirling that Trump could target the banking system by upending the $5 trillion-a-day SWIFT network...
The Oxford Club | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
1 Hour Once A Day
My top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...
Base Camp Trading | Sponsoredtc pixel
Gold to $27,533?
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value... And it's sparking urgent chatter...
Stansberry Research | Sponsoredtc pixel
Refund From 1933: Trump’s Reset May Create Instant Wealth
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
The best AI stock you aren’t watching (but Elon is)
Elon Musk's AI empire is already being built... not in the spotlight, but in the background. One public cou...
Behind the Markets | Sponsoredtc pixel