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

$144.32 -1.99 (-1.36%)

As of 04:10 PM Eastern

Current Institutional Ownership Percentage: 66.92%
Number of Institutional Buyers (last 12 months): 1755
Total Institutional Inflows (last 12 months): $10.46B

Number of Institutional Sellers (last 12 months): 1499
Total Institutional Outflows (last 12 months): $12.57B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/10/2026	Lee Kelleher & Klein Wealth Management	42,887	$6.36M	3.3%	+3.2%	0.006%
7/10/2026	Abound Wealth Management	490,860	$72.80M	14.4%	+4.9%	0.065%
7/10/2026	Northside Capital Management LLC	57,415	$8.52M	0.7%	-0.2%	0.008%
7/10/2026	Investors Research Corp	224	$33K	0.0%	N/A	0.000%
7/10/2026	Uptown Financial Advisors LLC	79,404	$11.78M	7.8%	-0.9%	0.011%
7/10/2026	Heck Capital Advisors LLC	127,339	$18.89M	1.1%	-1.4%	0.017%
7/10/2026	Leverty Financial Group LLC	12,358	$1.83M	0.4%	-2.0%	0.002%
7/10/2026	Taylor & Morgan Wealth Management LLC	3,651	$541K	0.3%	+8.9%	0.000%
7/10/2026	Adirondack Capital Advisors LLC	38,526	$5.71M	3.1%	+3.1%	0.005%
7/10/2026	FORM Wealth Advisors LLC	202,481	$30.03M	3.3%	-6.7%	0.027%
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7/10/2026	JFS Wealth Advisors LLC	315,972	$46.86M	2.3%	-0.8%	0.042%
7/10/2026	Magnolia Capital Management Ltd.	32,764	$4.86M	3.4%	-12.5%	0.004%
7/10/2026	GenWealth Group Inc.	1,704	$253K	0.0%	-16.1%	0.000%
7/10/2026	Canvas Wealth Advisors LLC	84,031	$12.46M	1.7%	-7.9%	0.011%
7/10/2026	Nolet Wealth Management LLC	12,056	$1.79M	1.0%	+0.8%	0.002%
7/10/2026	William Mack & Associates Inc.	2,187	$324K	0.1%	N/A	0.000%
7/10/2026	Farrell Financial LLC	1,590	$236K	0.1%	N/A	0.000%
7/10/2026	Partnership Wealth Management LLC	70,869	$10.51M	7.1%	+0.8%	0.009%
7/10/2026	HRC Wealth Management LLC	11,034	$1.64M	0.7%	+2.1%	0.001%
7/10/2026	G&S Capital LLC	51,198	$7.59M	2.2%	-0.8%	0.007%
7/10/2026	Ocean Park Asset Management LLC	33,328	$4.94M	0.2%	+571.0%	0.004%
7/10/2026	Diversified Management Inc.	108,471	$16.09M	3.4%	+9.6%	0.014%
7/10/2026	City Holding Co.	50,489	$7.49M	0.8%	-0.4%	0.007%
7/10/2026	Camelot Technology Advisors Inc.	15,865	$2.35M	1.6%	-3.8%	0.002%
7/10/2026	Charles Schwab Trust Co	9,646	$1.43M	0.1%	-5.1%	0.001%
7/10/2026	KWB Wealth	11,490	$1.70M	0.1%	-13.4%	0.002%
7/10/2026	Affiance Financial LLC	45,380	$6.73M	1.0%	+5.5%	0.006%
7/10/2026	KMG Fiduciary Partners LLC	117,563	$17.44M	1.6%	-7.9%	0.016%
7/10/2026	Redhawk Wealth Advisors Inc.	107,734	$15.98M	1.6%	+183.1%	0.014%
7/10/2026	Sherman Wealth Management LLC	12,634	$1.87M	1.4%	+1.3%	0.002%
7/10/2026	Sterling Investment Advisors LLC ADV	37,238	$5.52M	2.5%	-0.5%	0.005%
7/10/2026	Alliance Private Wealth LLC	60,995	$9.05M	3.1%	-5.4%	0.008%
7/10/2026	Fulton Bank N.A.	18,049	$2.68M	0.1%	+2.1%	0.002%
7/10/2026	Wealthcare Advisory Partners LLC	162,012	$24.03M	0.5%	+11.2%	0.022%
7/10/2026	Warner Financial Inc.	1,551	$230K	0.1%	N/A	0.000%
7/9/2026	Kraft Davis & Associates LLC	1,753	$252K	0.1%	-4.7%	0.000%
7/9/2026	Kopp Family Office LLC	331	$49K	0.0%	+134.8%	0.000%
7/9/2026	Harrell Investment Partners LLC	5,727	$849K	0.2%	-2.4%	0.001%
7/9/2026	Shrier Wealth Management LLC	57,433	$8.52M	2.9%	+3.6%	0.008%
7/9/2026	Revolve Wealth Partners LLC	17,635	$2.62M	0.3%	-1.1%	0.002%
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7/9/2026	Tenzing Financial LLC	3,147	$462K	0.3%	+2.6%	0.000%
7/9/2026	Baron Financial Group LLC	29,855	$4.43M	2.1%	-2.7%	0.004%
7/9/2026	Sapient Capital LLC	145,481	$21.58M	0.3%	+15.0%	0.019%
7/9/2026	AFG Fiduciary Services Limited Partnership	43,098	$6.31M	4.9%	-12.6%	0.006%
7/9/2026	World Equity Group Inc.	17,913	$2.66M	0.6%	-3.2%	0.002%
7/9/2026	Professional Financial Advisors LLC	3,082	$457K	0.1%	-46.1%	0.000%
7/9/2026	Focus Financial Network Inc.	33,114	$4.91M	0.2%	+0.3%	0.004%
7/9/2026	Fluent Financial LLC	31,013	$4.60M	1.6%	+0.6%	0.004%
7/9/2026	Legacy Wealth Management LLC	409,323	$60.71M	3.2%	-1.2%	0.054%
7/9/2026	Pettinga Financial Advisors LLC	81,434	$12.08M	1.9%	-1.6%	0.011%
7/9/2026	Vertrix Wealth Management LLC	1,407	$209K	0.1%	N/A	0.000%
7/9/2026	Melone Private Wealth LLC	114,038	$16.91M	6.4%	-1.0%	0.015%
7/9/2026	Franklin Parlapiano Turner & Welch LLC	17,801	$2.64M	0.6%	-2.3%	0.002%
7/9/2026	Birchbrook Inc.	51,969	$7.71M	3.6%	-2.5%	0.007%
7/9/2026	Yanni & Associates Investment Advisors LLC	13,210	$1.96M	1.8%	-1.2%	0.002%
7/9/2026	Roan Capital Partners	4,596	$682K	0.6%	-24.0%	0.001%
7/9/2026	Everhart Financial Group Inc.	3,593	$533K	0.0%	+2.5%	0.000%
7/9/2026	Sax Wealth Advisors LLC	93,964	$13.94M	0.5%	+22.7%	0.013%
7/9/2026	Oliver Luxxe Assets LLC	10,300	$1.53M	0.2%	-1.4%	0.001%
7/9/2026	Adamsbrown Wealth Consultants LLC	1,768	$262K	0.0%	N/A	0.000%
7/9/2026	Windsor Capital Management LLC	28,391	$4.21M	1.1%	-5.1%	0.004%
7/9/2026	Breakwater Capital Group	28,193	$4.18M	0.5%	+1.9%	0.004%
7/9/2026	Agate Pass Investment Management LLC	1,521	$226K	0.1%	N/A	0.000%
7/9/2026	Valeo Financial Advisors LLC	2,136,481	$316.86M	6.5%	+0.7%	0.284%
7/9/2026	TL Private Wealth	5,937	$863K	0.3%	-13.0%	0.001%
7/8/2026	Gradient Investments LLC	1,885	$280K	0.0%	N/A	0.000%
7/8/2026	Thurston Springer Miller Herd & Titak Inc.	2,246	$333K	0.1%	+4.0%	0.000%
7/8/2026	Beacon Investment Advisory Services Inc.	1,158,855	$171.87M	6.4%	+9.1%	0.154%
7/8/2026	Colorado Capital Management Inc.	14,491	$2.15M	0.7%	-1.6%	0.002%
7/8/2026	Shulman DeMeo Asset Management LLC	86,405	$12.82M	2.4%	-0.4%	0.011%
7/8/2026	Chesley Taft & Associates LLC	371,712	$55.13M	2.1%	+0.4%	0.049%
7/8/2026	Whitcomb & Hess Inc.	177,798	$26.37M	5.7%	+1.8%	0.024%
7/8/2026	Teamwork Financial Advisors LLC	3,164	$469K	0.0%	-4.0%	0.000%
7/8/2026	TrueWealth Advisors LLC	1,442	$214K	0.0%	N/A	0.000%
7/8/2026	Cooper Financial Group	6,711	$995K	0.1%	+1.5%	0.001%
7/8/2026	Factor Wealth Management LTD	204,066	$30.27M	4.6%	+63.0%	0.027%
7/8/2026	Twin Cities Retirement Group LLC	74,399	$11.03M	9.4%	-2.8%	0.010%
7/8/2026	RVW Wealth LLC	22,209	$3.29M	0.2%	-0.5%	0.003%
7/8/2026	NerdWallet Wealth Partners LLC	22,810	$3.38M	1.2%	+41.3%	0.003%
7/8/2026	Elevation Wealth Partners LLC	49,644	$7.36M	2.2%	+1.3%	0.007%
7/8/2026	Apella Capital LLC	83,762	$12.18M	0.2%	-3.3%	0.011%
7/8/2026	Westmount Partners LLC	27,146	$4.03M	0.9%	+3.2%	0.004%
7/8/2026	Clark Asset Management LLC	5,351	$794K	0.1%	+8.8%	0.001%
7/8/2026	Evanson Financial LLC	21,056	$3.12M	0.2%	N/A	0.003%
7/8/2026	Hardin Capital Partners LLC	12,323	$1.83M	0.8%	+1.6%	0.002%
7/8/2026	Thrive Wealth Management LLC	16,875	$2.50M	0.3%	+1.6%	0.002%
7/8/2026	Lincoln Capital LLC	10,442	$1.55M	0.3%	+1.4%	0.001%
7/8/2026	Chapin Davis Inc.	6,882	$1.02M	0.2%	-65.8%	0.001%
7/7/2026	Fermata Advisors LLC	2,531	$375K	0.1%	-11.8%	0.000%
7/7/2026	180 Wealth Advisors LLC	7,599	$1.13M	0.1%	-2.1%	0.001%
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7/7/2026	Post Resch Tallon Group Inc.	33,841	$5.02M	3.5%	-0.9%	0.005%
7/7/2026	SFM LLC	5,079	$753K	0.4%	-3.0%	0.001%
7/7/2026	Foster Group Inc.	7,155	$1.06M	0.0%	-13.5%	0.001%
7/7/2026	JGP Wealth Management LLC	5,196	$771K	0.1%	+11.0%	0.001%
7/7/2026	Mechanics Bank Trust Department	25,242	$3.74M	0.5%	+12.6%	0.003%
7/7/2026	David J Yvars Group	21,393	$3.17M	1.5%	+5.2%	0.003%
7/7/2026	Madison Park Capital Advisors LLC	56,147	$8.33M	4.4%	+48.6%	0.007%
7/7/2026	Quad Cities Investment Group LLC	34,107	$5.06M	1.8%	+0.8%	0.005%
7/7/2026	Integral Investment Advisors Inc.	5,584	$828K	0.2%	-2.2%	0.001%
7/7/2026	Balefire LLC	5,795	$859K	0.1%	+14.2%	0.001%

IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,998 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. ($5.12B), Bank of America Corp DE ($4.20B), FMR LLC ($2.62B), Morgan Stanley ($2.17B), LPL Financial LLC ($2.11B), Kingstone Capital Partners Texas LLC ($2.05B), and Wells Fargo & Company MN ($1.80B).Learn more on iShares Core S&P Small-Cap ETF's 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.

Of the 2,601 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. ($14.58M), Laurel Wealth Advisors LLC ($13.61M), Jones Financial Companies Lllp ($13.23M), Envestnet Asset Management Inc. ($8.89M), Mullooly Asset Management Inc. ($6.79M), and Northwestern Mutual Wealth Management Co. ($5.58M).

Institutional investors have bought a total of 89,294,225 shares in the last 24 months. This purchase volume represents approximately $10.46B in transactions.

Of the 1,490 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: Northwestern Mutual Wealth Management Co. ($42.18M), Laurel Wealth Advisors LLC ($13.60M), Envestnet Asset Management Inc. ($3.06M), JPMorgan Chase & Co. ($2.88M), First Command Advisory Services Inc. ($2.76M), Wealthspire Advisors LLC ($2.00M), and Financial Engines Advisors L.L.C. ($1.88M).

Institutional investors have sold a total of 105,853,716 shares in the last 24 months. This volume of shares sold represents approximately $12.57B in transactions.

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This page (NYSEARCA:IJR) was last updated on 7/29/2026 by MarketBeat.com Staff.

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

IJR Institutional Buying and Selling by Quarter

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

IJR Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

IJR Institutional Buying and Selling by Quarter

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

IJR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJR shares?

What percentage of iShares Core S&P Small-Cap ETF's stock is owned by institutional investors?

Which institutional investors have been buying iShares Core S&P Small-Cap ETF's stock?

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

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

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

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