Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free IJR Stock Alerts

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

iShares Core S&P Small-Cap ETF logo
$147.69 0.00 (0.00%)
As of 08/18/2026 04:10 PM Eastern
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)
1624
Total
Institutional Inflows
(last 12 months)
$7.93B
Number of
Institutional Sellers
(last 12 months)
1341
Total
Institutional Outflows
(last 12 months)
$11.35B
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2026 49 Wealth Management LLC23,403$3.47M0.4%+1,169.1%0.003%
8/17/2026 Blue Edge Capital LLC21,557$3.20M0.4%N/A0.003%
8/17/2026 Blue Edge Capital LLC58,297$7.97M1.0%N/A0.008%
8/17/2026 Corient Private Wealth LP2,424,729$359.61M0.3%+14.9%0.322%
8/13/2026 Ally Financial Inc.36,000$5.34M0.7%-55.0%0.005%
8/13/2026 Sanctuary Advisors LLC339,968$50.42M0.2%-3.9%0.045%
8/13/2026 Capital Square LLC4,886$428K0.2%N/A0.001%
8/13/2026 Capital Square LLC12,272$2.14M0.9%N/A0.002%
8/12/2026 WealthShield Partners LLC7,612$1.13M0.2%-52.5%0.001%
8/12/2026 Heron Bay Capital Management33,225$4.93M0.4%+195.0%0.004%
8/12/2026 Shelter Mutual Insurance Co1,034,356$102.03M21.6%N/A0.137%
8/11/2026 Shelter Ins Retirement Plan304,323$81.62B81.1%N/A0.040%
8/11/2026 Advisors Capital Management LLC5,776$857K0.0%-17.7%0.001%
8/7/2026 Trust Co. of Vermont172,840$25.63M1.0%N/A0.023%
8/5/2026USA Financial Formulas568$71K0.0%N/A0.000%
7/10/2026 Lee Kelleher & Klein Wealth Management42,887$6.36M3.3%+3.2%0.006%
7/10/2026 Abound Wealth Management490,860$72.80M14.4%+4.9%0.065%
7/10/2026 Northside Capital Management LLC57,415$8.52M0.7%-0.2%0.008%
7/10/2026 Investors Research Corp224$33K0.0%N/A0.000%
7/10/2026 Uptown Financial Advisors LLC79,404$11.78M7.8%-0.9%0.011%
7/10/2026 Heck Capital Advisors LLC127,339$18.89M1.1%-1.4%0.017%
7/10/2026 Leverty Financial Group LLC12,358$1.83M0.4%-2.0%0.002%
7/10/2026 Taylor & Morgan Wealth Management LLC3,651$541K0.3%+8.9%0.000%
7/10/2026 Adirondack Capital Advisors LLC38,526$5.71M3.1%+3.1%0.005%
7/10/2026 FORM Wealth Advisors LLC202,481$30.03M3.3%-6.7%0.027%
7/10/2026 JFS Wealth Advisors LLC315,972$46.86M2.3%-0.8%0.042%
7/10/2026 Magnolia Capital Management Ltd.32,764$4.86M3.4%-12.5%0.004%
7/10/2026 GenWealth Group Inc.1,704$253K0.0%-16.1%0.000%
7/10/2026 Canvas Wealth Advisors LLC84,031$12.46M1.7%-7.9%0.011%
7/10/2026 Nolet Wealth Management LLC12,056$1.79M1.0%+0.8%0.002%
7/10/2026 William Mack & Associates Inc.2,187$324K0.1%N/A0.000%
7/10/2026 Farrell Financial LLC1,590$236K0.1%N/A0.000%
7/10/2026 Partnership Wealth Management LLC70,869$10.51M7.1%+0.8%0.009%
7/10/2026 HRC Wealth Management LLC11,034$1.64M0.7%+2.1%0.001%
7/10/2026 G&S Capital LLC51,198$7.59M2.2%-0.8%0.007%
7/10/2026 Ocean Park Asset Management LLC33,328$4.94M0.2%+571.0%0.004%
7/10/2026 Diversified Management Inc.108,471$16.09M3.4%+9.6%0.014%
7/10/2026 City Holding Co.50,489$7.49M0.8%-0.4%0.007%
7/10/2026 Camelot Technology Advisors Inc.15,865$2.35M1.6%-3.8%0.002%
7/10/2026 Charles Schwab Trust Co9,646$1.43M0.1%-5.1%0.001%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
7/10/2026 KWB Wealth11,490$1.70M0.1%-13.4%0.002%
7/10/2026 Affiance Financial LLC45,380$6.73M1.0%+5.5%0.006%
7/10/2026 KMG Fiduciary Partners LLC117,563$17.44M1.6%-7.9%0.016%
7/10/2026 Redhawk Wealth Advisors Inc.107,734$15.98M1.6%+183.1%0.014%
7/10/2026 Sherman Wealth Management LLC12,634$1.87M1.4%+1.3%0.002%
7/10/2026 Sterling Investment Advisors LLC ADV37,238$5.52M2.5%-0.5%0.005%
7/10/2026 Alliance Private Wealth LLC60,995$9.05M3.1%-5.4%0.008%
7/10/2026 Fulton Bank N.A.18,049$2.68M0.1%+2.1%0.002%
7/10/2026 Wealthcare Advisory Partners LLC162,012$24.03M0.5%+11.2%0.022%
7/10/2026 Warner Financial Inc.1,551$230K0.1%N/A0.000%
7/9/2026 Kraft Davis & Associates LLC1,753$252K0.1%-4.7%0.000%
7/9/2026 Kopp Family Office LLC331$49K0.0%+134.8%0.000%
7/9/2026 Harrell Investment Partners LLC5,727$849K0.2%-2.4%0.001%
7/9/2026 Shrier Wealth Management LLC57,433$8.52M2.9%+3.6%0.008%
7/9/2026 Revolve Wealth Partners LLC17,635$2.62M0.3%-1.1%0.002%
7/9/2026 Tenzing Financial LLC3,147$462K0.3%+2.6%0.000%
7/9/2026 Baron Financial Group LLC29,855$4.43M2.1%-2.7%0.004%
7/9/2026 Sapient Capital LLC145,481$21.58M0.3%+15.0%0.019%
7/9/2026 AFG Fiduciary Services Limited Partnership43,098$6.31M4.9%-12.6%0.006%
7/9/2026 World Equity Group Inc.17,913$2.66M0.6%-3.2%0.002%
7/9/2026 Professional Financial Advisors LLC3,082$457K0.1%-46.1%0.000%
7/9/2026 Focus Financial Network Inc.33,114$4.91M0.2%+0.3%0.004%
7/9/2026 Fluent Financial LLC31,013$4.60M1.6%+0.6%0.004%
7/9/2026 Legacy Wealth Management LLC409,323$60.71M3.2%-1.2%0.054%
7/9/2026 Pettinga Financial Advisors LLC81,434$12.08M1.9%-1.6%0.011%
7/9/2026 Vertrix Wealth Management LLC1,407$209K0.1%N/A0.000%
7/9/2026 Melone Private Wealth LLC114,038$16.91M6.4%-1.0%0.015%
7/9/2026 Franklin Parlapiano Turner & Welch LLC17,801$2.64M0.6%-2.3%0.002%
7/9/2026 Birchbrook Inc.51,969$7.71M3.6%-2.5%0.007%
7/9/2026 Yanni & Associates Investment Advisors LLC13,210$1.96M1.8%-1.2%0.002%
7/9/2026 Roan Capital Partners4,596$682K0.6%-24.0%0.001%
7/9/2026 Everhart Financial Group Inc.3,593$533K0.0%+2.5%0.000%
7/9/2026 Sax Wealth Advisors LLC93,964$13.94M0.5%+22.7%0.013%
7/9/2026 Oliver Luxxe Assets LLC10,300$1.53M0.2%-1.4%0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC1,768$262K0.0%N/A0.000%
7/9/2026 Windsor Capital Management LLC28,391$4.21M1.1%-5.1%0.004%
7/9/2026 Breakwater Capital Group28,193$4.18M0.5%+1.9%0.004%
7/9/2026 Agate Pass Investment Management LLC1,521$226K0.1%N/A0.000%
7/9/2026 Valeo Financial Advisors LLC2,136,481$316.86M6.5%+0.7%0.284%
7/9/2026 TL Private Wealth5,937$863K0.3%-13.0%0.001%
7/8/2026 Gradient Investments LLC1,885$280K0.0%N/A0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,246$333K0.1%+4.0%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.1,158,855$171.87M6.4%+9.1%0.154%
7/8/2026 Colorado Capital Management Inc.14,491$2.15M0.7%-1.6%0.002%
7/8/2026 Shulman DeMeo Asset Management LLC86,405$12.82M2.4%-0.4%0.011%
7/8/2026 Chesley Taft & Associates LLC371,712$55.13M2.1%+0.4%0.049%
7/8/2026 Whitcomb & Hess Inc.177,798$26.37M5.7%+1.8%0.024%
7/8/2026 Teamwork Financial Advisors LLC3,164$469K0.0%-4.0%0.000%
7/8/2026 TrueWealth Advisors LLC1,442$214K0.0%N/A0.000%
7/8/2026 Cooper Financial Group6,711$995K0.1%+1.5%0.001%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
7/8/2026 Factor Wealth Management LTD204,066$30.27M4.6%+63.0%0.027%
7/8/2026 Twin Cities Retirement Group LLC74,399$11.03M9.4%-2.8%0.010%
7/8/2026 RVW Wealth LLC22,209$3.29M0.2%-0.5%0.003%
7/8/2026 NerdWallet Wealth Partners LLC22,810$3.38M1.2%+41.3%0.003%
7/8/2026 Elevation Wealth Partners LLC49,644$7.36M2.2%+1.3%0.007%
7/8/2026 Apella Capital LLC83,762$12.18M0.2%-3.3%0.011%
7/8/2026 Westmount Partners LLC27,146$4.03M0.9%+3.2%0.004%
7/8/2026 Clark Asset Management LLC5,351$794K0.1%+8.8%0.001%
7/8/2026 Evanson Financial LLC21,056$3.12M0.2%N/A0.003%
7/8/2026 Hardin Capital Partners LLC12,323$1.83M0.8%+1.6%0.002%


IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,963 institutional investors and hedge funds held shares of iShares Core S&P Small-Cap ETF. The most heavily invested institutionals were Shelter Ins Retirement Plan ($81.62B), 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), and Kingstone Capital Partners Texas LLC ($2.05B).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 2,564 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), Mullooly Asset Management Inc. ($6.79M), Northwestern Mutual Wealth Management Co. ($4.44M), and LPL Financial LLC ($3.57M).

Institutional investors have bought a total of 65,414,498 shares in the last 24 months. This purchase volume represents approximately $7.93B in transactions.

Of the 1,338 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), JPMorgan Chase & Co. ($2.79M), First Command Advisory Services Inc. ($2.76M), Envestnet Asset Management Inc. ($2.07M), Financial Engines Advisors L.L.C. ($1.88M), and Wealthspire Advisors LLC ($1.81M).

Institutional investors have sold a total of 94,706,785 shares in the last 24 months. This volume of shares sold represents approximately $11.35B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IJR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel