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

$117.76

+2.18 (+1.89%)

(As of 07/26/2024 ET)

Stock Analysis Chart Headlines Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 1579
Total Institutional Inflows (last 12 months): $6.68B

Number of Institutional Sellers (last 12 months): 1164
Total Institutional Outflows (last 12 months): $5.54B

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.

IJR Institutional Buying and Selling by Quarter

Ad DTI

Heard about the 72-Hour Profit Surge? Read this…

One of the most overlooked opportunities in the stock market is the 72-Hour Profit Surge... A short period of time where we can bet on a stock that is ALREADY “winning.” Let me give you a perfect example of how the Surge worked with Ross Stores. Back on November 16th, a little move was made that sent their stock soaring… The next day, my system would have alerted me that Ross Stores had entered the 72-Hour Profit Surge…

Click here now to get all the details.

iShares Core S&P Small-Cap ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Rockwood Wealth Management LLC	15,282	$1.63M	0.2%	+3.0%	0.002%
7/26/2024	West Branch Capital LLC	885	$94K	0.0%	-13.7%	0.000%
7/26/2024	Ballast Advisors LLC	3,018	$322K	0.1%	-25.6%	0.000%
7/26/2024	Keener Financial Planning LLC	118,030	$12.59M	8.2%	+7.7%	0.016%
7/26/2024	1900 Wealth Management LLC	50,186	$5.35M	0.5%	+25.0%	0.007%
7/26/2024	Avion Wealth	9,883	$1.05M	0.3%	+8.9%	0.001%
Get the Latest News and Ratings for IJR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for iShares Core S&P Small-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.
7/26/2024	Breakwater Capital Group	24,914	$2.66M	0.6%	+5.7%	0.003%
7/26/2024	Members Advisory Group LLC	6,123	$654K	0.4%	+145.1%	0.001%
7/26/2024	BLB&B Advisors LLC	891,789	$95.12M	5.2%	+5.5%	0.123%
7/26/2024	Walkner Condon Financial Advisors LLC	10,487	$1.12M	0.2%	-2.7%	0.001%
7/26/2024	Conning Inc.	392,433	$41.86M	1.5%	-2.4%	0.054%
7/26/2024	Tenon Financial LLC	2,007	$214K	0.2%	+5.0%	0.000%
7/26/2024	West Bancorporation Inc.	2,381	$254K	0.2%	-15.7%	0.000%
7/26/2024	Simmons Bank	198,577	$21.18M	1.6%	+0.5%	0.027%
7/26/2024	ABLE Financial Group LLC	51,030	$5.44M	2.0%	+2.2%	0.007%
7/26/2024	Sprinkle Financial Consultants LLC	91,653	$9.78M	7.7%	+4.9%	0.013%
7/26/2024	Richardson Capital Management LLC	784	$84K	0.1%	-10.4%	0.000%
7/26/2024	WealthShield Partners LLC	21,207	$2.26M	0.3%	-13.1%	0.003%
7/26/2024	Financial Connections Group Inc.	513	$54K	0.0%	N/A	0.000%
7/26/2024	Harbour Investments Inc.	95,226	$10.16M	0.3%	-8.0%	0.013%
7/26/2024	LS Investment Advisors LLC	29,109	$3.11M	0.5%	-19.1%	0.004%
7/26/2024	NavPoint Financial Inc.	10,341	$1.10M	1.0%	-4.0%	0.001%
7/26/2024	Proathlete Wealth Management LLC	163,548	$17.44M	8.3%	+5.3%	0.023%
7/26/2024	Smith Shellnut Wilson LLC ADV	19,216	$2.05M	1.0%	+217.1%	0.003%
7/26/2024	Eagle Bay Advisors LLC	1,702	$182K	0.1%	-60.9%	0.000%
7/26/2024	Patriot Financial Group Insurance Agency LLC	67,650	$7.22M	1.1%	+4.5%	0.009%
7/26/2024	Atomi Financial Group Inc.	34,575	$3.69M	0.3%	-9.1%	0.005%
7/26/2024	Evensky & Katz LLC	1,202	$128K	0.0%	-21.7%	0.000%
7/26/2024	Crew Capital Management Ltd.	10,590	$1.13M	0.9%	+14.2%	0.001%
7/26/2024	Atlantic Edge Private Wealth Management LLC	16,813	$1.79M	0.6%	+4.7%	0.002%
7/26/2024	Saxony Capital Management LLC	4,724	$504K	0.6%	-53.9%	0.001%
7/26/2024	Latitude Advisors LLC	3,221	$344K	0.2%	-42.8%	0.000%
7/26/2024	Pioneer Trust Bank N A OR	6,989	$745K	0.2%	+11.5%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	34,244	$3.65M	0.1%	+1,360.3%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	143,171	$15.27M	0.0%	-63.8%	0.020%
7/26/2024	Mitsubishi UFJ Asset Management UK Ltd.	28,500	$3.04M	1.6%	+9.6%	0.004%
7/26/2024	Trust Co. of Virginia VA	11,118	$1.19M	0.1%	+1.8%	0.002%
7/26/2024	First Command Advisory Services Inc.	8,681,654	$926.21M	9.6%	+1.0%	1.197%
7/26/2024	Callan Family Office LLC	46,184	$4.93M	0.9%	+26.9%	0.006%
7/26/2024	SlateStone Wealth LLC	40,472	$4.32M	0.5%	+3.6%	0.006%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
7/26/2024	Bailard Inc.	118,714	$12.66M	0.3%	+2.2%	0.016%
7/26/2024	Verdence Capital Advisors LLC	18,269	$1.95M	0.2%	+6.1%	0.003%
7/26/2024	Paulson Wealth Management Inc.	4,316	$460K	0.1%	-3.0%	0.001%
7/26/2024	Bank of New York Mellon Corp	14,616,513	$1.56B	0.3%	-3.0%	2.015%
7/26/2024	Catalyst Financial Partners LLC	203,710	$21.73M	4.8%	+18.3%	0.028%
7/26/2024	Bristlecone Advisors LLC	141,667	$15.11M	1.3%	+1.4%	0.020%
7/26/2024	TFG Advisers LLC	15,016	$1.60M	0.6%	-4.9%	0.002%
7/26/2024	Salomon & Ludwin LLC	117,915	$12.58M	1.4%	-21.3%	0.016%
7/26/2024	Intrinsic Value Partners LLC	9,490	$1.01M	1.1%	+34.2%	0.001%
7/26/2024	Obsidian Personal Planning Solutions LLC	109,558	$11.69M	7.1%	+8.6%	0.015%
7/25/2024	Catalyst Capital Advisors LLC	2,228,358	$237.68M	5.5%	+5.1%	0.307%
7/25/2024	Rooted Wealth Advisors Inc.	22,957	$2.63M	1.1%	+13.8%	0.003%
7/25/2024	Cypress Capital Group	8,558	$913K	0.1%	-4.6%	0.001%
7/25/2024	TNF LLC	12,773	$1.46M	0.5%	-9.9%	0.002%
7/25/2024	Pineridge Advisors LLC	973	$104K	0.0%	+58.2%	0.000%
7/25/2024	Capital Advisors Ltd. LLC	17,549	$1.87M	0.2%	+0.8%	0.002%
7/25/2024	Calamos Advisors LLC	22,025	$2.35M	0.0%	+23.4%	0.003%
7/25/2024	AMG National Trust Bank	34,026	$3.63M	0.1%	+19.7%	0.005%
7/25/2024	Sigma Investment Counselors Inc.	594,996	$63.46M	3.3%	+1.5%	0.082%
7/25/2024	EQ LLC	37,046	$3.95M	2.4%	+85.1%	0.005%
7/25/2024	Tempus Wealth Planning LLC	5,710	$609K	0.3%	-14.0%	0.001%
7/25/2024	Calamos Wealth Management LLC	396,121	$42.25M	2.3%	+3.7%	0.055%
7/25/2024	Independence Bank of Kentucky	1,016	$108K	0.0%	+4,980.0%	0.000%
7/25/2024	Bryant Woods Investment Advisors LLC	139,331	$14.86M	11.5%	+38.6%	0.019%
7/25/2024	Aries Wealth Management	2,927	$312K	0.1%	+8.8%	0.000%
7/25/2024	Wooster Corthell Wealth Management Inc.	9,837	$1.05M	0.2%	-1.2%	0.001%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	174,928	$18.66M	1.9%	+4.5%	0.024%
7/25/2024	Moody Lynn & Lieberson LLC	6,184	$660K	0.0%	+1.6%	0.001%
7/25/2024	Tranquility Partners LLC	21,998	$2.35M	0.9%	-0.9%	0.003%
7/25/2024	Shelter Ins Retirement Plan	2,960	$316K	0.1%	N/A	0.000%
7/25/2024	Tanager Wealth Management LLP	2,253	$240K	0.0%	N/A	0.000%
7/25/2024	Institute for Wealth Management LLC.	2,355	$251K	0.0%	+18.0%	0.000%
7/25/2024	Sterling Investment Counsel LLC	37,451	$4.00M	1.6%	+1.9%	0.005%
7/25/2024	Southern Capital Advisors LLC	71,190	$7.59M	4.7%	+9.0%	0.010%
7/25/2024	Cape ANN Savings Bank	42,813	$4.57M	2.8%	-7.4%	0.006%
7/25/2024	Kanawha Capital Management LLC	30,284	$3.23M	0.3%	+3.6%	0.004%
7/25/2024	Planning Alternatives Ltd. ADV	305,083	$32.54M	5.3%	+1.6%	0.042%
7/25/2024	First National Bank of Hutchinson	57,954	$6.18M	3.9%	-1.1%	0.008%
7/25/2024	RFP Financial Group LLC	33,105	$3.53M	1.3%	+9.1%	0.005%
7/25/2024	Etesian Wealth Advisors Inc.	67,456	$7.20M	4.0%	-1.4%	0.009%
7/25/2024	Laurel Wealth Planning LLC	13,671	$1.46M	1.0%	-49.5%	0.002%
7/25/2024	Waterway Wealth Management LLC	98,082	$10.46M	5.1%	-36.5%	0.014%
7/25/2024	Destination Wealth Management	786,859	$83.93M	2.8%	+0.0%	0.108%
7/25/2024	Banque Pictet & Cie SA	5,574	$595K	0.0%	-39.6%	0.001%
7/25/2024	Bank of Stockton	175,101	$18.68M	5.9%	-6.6%	0.024%
7/25/2024	Beacon Capital Management LLC	2,494	$266K	0.0%	-21.8%	0.000%
7/25/2024	Atlantic Union Bankshares Corp	9,790	$1.04M	0.1%	+98.2%	0.001%
7/24/2024	McAdam LLC	2,188	$233K	0.0%	N/A	0.000%
7/24/2024	Colton Groome Financial Advisors LLC	2,923	$312K	0.1%	-5.3%	0.000%
7/24/2024	EWA LLC	34,552	$4.02M	1.6%	+4.4%	0.005%
Nvidia’s Quiet $1 Trillion Pivot (Ad) Nvidia recently added $277 billion in market cap … IN ONE DAY. Find out details on these three critical Nvidia partners immediately.
7/24/2024	Family Firm Inc.	30,940	$3.30M	0.4%	+0.4%	0.004%
7/24/2024	Paladin Advisory Group LLC	25,249	$2.67M	2.1%	-1.2%	0.003%
7/24/2024	White Pine Investment CO	69,008	$7.36M	2.2%	+1.9%	0.010%
7/24/2024	TrueWealth Advisors LLC	3,336	$356K	0.1%	-38.2%	0.000%
7/24/2024	Transcendent Capital Group LLC	27,740	$2.96M	1.7%	-0.9%	0.004%
7/24/2024	Strategic Financial Partners Ltd.	92,550	$9.87M	5.4%	-4.7%	0.013%
7/24/2024	Alta Wealth Advisors LLC	5,497	$586K	0.3%	+2.9%	0.001%
7/24/2024	Traynor Capital Management Inc.	69,440	$7.41M	0.6%	+2.5%	0.010%
7/24/2024	Quotient Wealth Partners LLC	486,300	$51.87M	1.8%	+3.6%	0.067%
7/24/2024	VeraBank N.A.	22,821	$2.43M	0.8%	-0.4%	0.003%

(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, 2,486 institutional investors and hedge funds held shares of iShares Core S&P Small-Cap ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($4.95T), Bank of America Corp DE ($2.70B), Northwestern Mutual Wealth Management Co. ($2.57B), Wells Fargo & Company MN ($1.79B), Morgan Stanley ($1.75B), Bank of New York Mellon Corp ($1.56B), and FMR LLC ($1.27B).Learn more on IJR's institutional investors.
Which institutional investors have been buying iShares Core S&P Small-Cap ETF stock?: Of the 2,188 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. ($11.72M), International Assets Investment Management LLC ($4.41M), UBS Asset Management Americas Inc. ($3.55M), Northwestern Mutual Investment Management Company LLC ($3.55M), Bank of New York Mellon Corp ($3.40M), Citigroup Inc. ($2.82M), and Raymond James & Associates ($2.37M).
How much institutional buying is happening at iShares Core S&P Small-Cap ETF?: Institutional investors have bought a total of 150,689,126 shares in the last 24 months. This purchase volume represents approximately $14.64B in transactions.

Which iShares Core S&P Small-Cap ETF major shareholders have been selling company stock?: Of the 1,693 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. ($18.33M), Whalerock Point Partners LLC ($5.60M), US Bancorp DE ($3.58M), Wells Fargo & Company MN ($3.41M), Cresset Asset Management LLC ($2.45M), LPL Financial LLC ($2.44M), and CWM LLC ($2.28M).
How much institutional selling is happening at iShares Core S&P Small-Cap ETF?: Institutional investors have sold a total of 107,684,143 shares in the last 24 months. This volume of shares sold represents approximately $10.59B in transactions.