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

$143.21 +2.54 (+1.81%)

As of 04:10 PM Eastern

Current Institutional Ownership Percentage: 66.92%
Number of Institutional Buyers (last 12 months): 1840
Total Institutional Inflows (last 12 months): $12.99B

Number of Institutional Sellers (last 12 months): 1595
Total Institutional Outflows (last 12 months): $13.05B

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.

IJR Institutional Buying and Selling by Quarter

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

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/16/2026	Steelhead Wealth Management LLC	8,765	$1.09M	0.6%	N/A	0.001%
6/11/2026	LFG Wealth Partners LLC	14,309	$1.78M	1.1%	+10.7%	0.002%
6/10/2026	Curry Webb Wealth Management LLC	8,336	$1.04M	0.5%	N/A	0.001%
6/10/2026	FAS Wealth Partners Inc.	29,391	$3.65M	0.2%	-2.4%	0.004%
6/9/2026	Rathbones Group PLC	14,203	$1.77M	0.0%	-0.9%	0.002%
6/8/2026	Pine Valley Investments Ltd Liability Co	8,965	$1.11M	0.1%	+29.2%	0.001%
6/4/2026	Evansbrook LLC	4,304	$535K	0.4%	+4.4%	0.001%
6/3/2026	Wealthquest Corp	24,467	$3.04M	0.2%	-5.1%	0.003%
6/3/2026	CoreFirst Bank & Trust	28,041	$3.49M	1.8%	-2.0%	0.004%
6/3/2026	DBK Financial Counsel LLC	28,000	$3.48M	2.6%	-0.4%	0.004%
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.
6/3/2026	Stillwater Private Wealth LLC	4,705	$584K	0.5%	N/A	0.001%
6/3/2026	Parallel Advisors LLC	91,111	$11.33M	0.2%	+8.4%	0.012%
6/3/2026	NewEdge Advisors LLC	586,348	$72.89M	0.3%	-2.1%	0.079%
6/2/2026	Blue Edge Capital LLC	6,062	$754K	0.1%	+199.4%	0.001%
6/1/2026	First Nebraska Trust Co	7,662	$952K	0.1%	N/A	0.001%
6/1/2026	Foguth Wealth Management LLC.	2,202	$274K	0.0%	+31.8%	0.000%
6/1/2026	Financial Solutions Advisory Group Inc.	49,535	$6.16M	0.9%	N/A	0.007%
6/1/2026	Integrated Investment Consultants LLC	10,581	$1.32M	0.3%	-2.0%	0.001%
6/1/2026	Keel Point LLC	76,511	$9.51M	0.6%	+4.4%	0.010%
5/29/2026	Mullaney Keating & Wright Inc.	23,561	$2.93M	1.6%	-10.4%	0.003%
5/29/2026	Krane Financial Solutions LLC	2,665	$331K	0.2%	N/A	0.000%
5/28/2026	Cozad Asset Management Inc.	50,261	$6.25M	0.5%	+17.7%	0.007%
5/27/2026	Alpha Capital Advisors Inc. ADV	12,124	$1.51M	1.4%	+1.3%	0.002%
5/27/2026	Allen Capital Group LLC	10,786	$1.34M	0.1%	-3.4%	0.001%
5/27/2026	Wilshire Advisors LLC	13,765	$1.71M	17.2%	-5.3%	0.002%
5/26/2026	Serenity Investment Advisors	4,719	$648K	0.2%	N/A	0.001%
5/26/2026	Glenmede Trust Co. NA	4,991,783	$620.53M	3.0%	+0.7%	0.669%
5/26/2026	Summit Financial Wealth Advisors LLC	137,566	$17.10M	2.4%	-3.8%	0.018%
5/22/2026	Coastline Complete Wealth LLC	89,015	$11.07M	6.9%	+3.4%	0.012%
5/22/2026	Independent Wealth Advisors LLC	1,838	$228K	0.2%	N/A	0.000%
5/22/2026	Segall Bryant & Hamill LLC	151,007	$18.77M	0.2%	-2.9%	0.020%
5/22/2026	Verus Capital Partners LLC	38,936	$4.84M	0.3%	-9.4%	0.005%
5/21/2026	Essential Partners LLC	1,494	$186K	0.1%	+5.5%	0.000%
5/21/2026	Vestor Capital LLC	29,901	$3.72M	0.3%	+3,709.0%	0.004%
5/21/2026	J. Derek Lewis & Associates Inc.	1,615	$201K	0.0%	N/A	0.000%
5/21/2026	BankChampaign National Association	208	$26K	0.0%	N/A	0.000%
5/20/2026	Arete Wealth Advisors LLC	23,513	$2.92M	0.2%	+0.5%	0.003%
5/20/2026	SOA Wealth Advisors LLC.	25,079	$3.12M	0.3%	-4.7%	0.003%
5/20/2026	TrueWealth Financial Partners	2,590	$322K	0.1%	N/A	0.000%
5/19/2026	Western Wealth Management LLC	46,325	$5.76M	0.2%	+58.9%	0.006%
SpaceX is offering you shares. Don't take them. (Ad) SpaceX is reserving 30% of its IPO shares for retail investors through Robinhood, Fidelity, and Schwab. At a $1.75 trillion valuation and 266 times earnings, you're buying in at the most expensive IPO in history - right when institutions who got in at $800 billion need someone to sell to. Dylan Jovine has identified a small company in Musk's supply chain that builds the power infrastructure Colossus can't run without - and it's still trading at a fraction of its value. Skip the IPO trap and get the backdoor ticker for free
5/19/2026	Winnow Wealth LLC	1,979	$246K	0.2%	+842.4%	0.000%
5/19/2026	Eley Financial Management Inc	30,451	$3.79M	1.3%	+1.5%	0.004%
5/19/2026	Cim Investment Management Inc.	104,389	$12.98M	3.5%	-0.5%	0.014%
5/19/2026	Paragon Private Wealth Management LLC	55,242	$6.87M	2.1%	+3.7%	0.007%
5/19/2026	Bank of America Corp DE	33,815,305	$4.20B	0.3%	+0.6%	4.529%
5/19/2026	Vestwell Advisors LLC	100,595	$12.51M	3.4%	+7.8%	0.013%
5/19/2026	Financial Insights Inc.	5,594	$695K	0.2%	+21.8%	0.001%
5/19/2026	Centaurus Financial Inc.	30,263	$3.76M	0.2%	+1.6%	0.004%
5/19/2026	Strategic Investment Advisors MI	2,199	$273K	0.0%	N/A	0.000%
5/19/2026	Ashton Thomas Securities LLC	4,065	$505K	0.1%	N/A	0.001%
5/19/2026	Arkadios Wealth Advisors	206,141	$25.63M	0.4%	-1.4%	0.028%
5/19/2026	IFS Group LLC	6,502	$808K	0.7%	N/A	0.001%
5/19/2026	Arete Wealth Advisors LLC	23,513	$2.92M	0.2%	+0.5%	0.003%
5/18/2026	Sunbelt Securities Inc.	80,619	$10.02M	0.6%	+37.0%	0.011%
5/18/2026	EverSource Wealth Advisors LLC	10,271	$1.28M	0.0%	-14.6%	0.001%
5/18/2026	Talon Private Wealth LLC	6,832	$849K	0.1%	N/A	0.001%
5/18/2026	Core Wealth Advisors Inc.	18,384	$2.29M	0.5%	-3.8%	0.002%
5/18/2026	Resources Management Corp CT ADV	208	$26K	0.0%	+144.7%	0.000%
5/18/2026	Royal Bank of Canada	7,399,368	$919.82M	0.2%	+1.5%	0.991%
5/18/2026	Richwood Investment Advisors LLC	75,170	$9.34M	7.0%	+1.5%	0.010%
5/18/2026	Eley Financial Management Inc	29,063	$3.61M	1.3%	-3.2%	0.004%
5/18/2026	Empowered Funds LLC	114,873	$14.28M	0.1%	-5.6%	0.015%
5/18/2026	Evelyn Partners Asset Management Ltd	357	$44K	0.0%	N/A	0.000%
5/18/2026	Evercore Wealth Management LLC	33,942	$4.22M	0.1%	+1.3%	0.005%
5/16/2026	Glen Eagle Advisors LLC	22,701	$2.82M	0.4%	+3.8%	0.003%
5/16/2026	Excelsior Advisor Network LLC	6,215	$773K	0.3%	+2.3%	0.001%
5/16/2026	Quantinno Capital Management LP	84,031	$10.45M	0.0%	+6.9%	0.011%
5/16/2026	Lazard Asset Management LLC	271,139	$33.71M	0.1%	-0.7%	0.036%
5/15/2026	Gateway Wealth Partners LLC	94,359	$11.73M	0.5%	+165.1%	0.013%
5/15/2026	Quadcap Wealth Management LLC	14,918	$1.86M	0.2%	-4.5%	0.002%
5/15/2026	Everest Financial Group LLC	3,682	$458K	0.1%	+11.4%	0.000%
5/15/2026	Van Diest Capital LLC	1,886	$234K	0.2%	-5.7%	0.000%
5/15/2026	Bradley Foster & Sargent Inc. CT	18,246	$2.27M	0.0%	-1.9%	0.002%
5/15/2026	Vawter Financial Ltd.	26,426	$3.29M	1.4%	-12.3%	0.004%
5/15/2026	Matrix Private Capital Group LLC	81,238	$10.10M	4.9%	N/A	0.011%
5/15/2026	Waverly Advisors LLC	107,304	$13.34M	0.1%	-0.2%	0.014%
5/15/2026	Asset Management Group Inc.	28,889	$3.59M	0.6%	+0.3%	0.004%
5/15/2026	Wealth Alliance LLC	21,349	$2.65M	0.3%	-12.2%	0.003%
5/15/2026	Vivaldi Capital Management LP	11,832	$1.47M	0.2%	-0.7%	0.002%
5/15/2026	St. Louis Trust Co	549,283	$68.28M	8.0%	-2.2%	0.074%
5/14/2026	Sentinel Advisory Group LLC	6,913	$859K	0.4%	N/A	0.001%
5/14/2026	Gamco Investors INC. ET AL	4,400	$547K	0.0%	+2.0%	0.001%
5/14/2026	Hilltop Holdings Inc.	35,899	$4.46M	0.4%	-14.8%	0.005%
5/14/2026	Rockbridge Investment Management LCC	2,475	$308K	0.0%	-7.3%	0.000%
5/14/2026	GC Wealth Management RIA LLC	18,462	$2.30M	0.1%	+1.1%	0.002%
5/14/2026	Aristides Capital LLC	72,428	$9.00M	1.5%	+15.5%	0.010%
5/14/2026	Compound Planning Inc.	91,049	$11.32M	0.3%	+6.1%	0.012%
5/14/2026	Klingman & Associates LLC	592,795	$73.69M	3.5%	+4.5%	0.079%
5/14/2026	Modern Wealth Management LLC	121,531	$15.18M	0.3%	-0.7%	0.016%
5/14/2026	Keebeck Wealth Management	22,968	$2.86M	0.3%	-15.5%	0.003%
Stranded On The Flood Plains of History (Ad) The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar. Read Porter's full briefing and get the ticker names today
5/14/2026	Trustees of Dartmouth College	136,011	$16.91M	6.7%	-22.1%	0.018%
5/14/2026	Bank of Nova Scotia	179,710	$22.34M	0.0%	+0.6%	0.024%
5/14/2026	Dickmeyer Boyce Financial Management Inc.	1,915	$238K	0.1%	N/A	0.000%
5/14/2026	Sei Investments Co.	31,507	$3.92M	0.0%	+13.6%	0.004%
5/14/2026	Davis R M Inc.	19,875	$2.47M	0.0%	-7.5%	0.003%
5/14/2026	Lido Advisors LLC	632,966	$78.69M	0.2%	+0.6%	0.085%
5/14/2026	Monograph Wealth Advisors LLC	1,617	$201K	0.0%	-21.0%	0.000%
5/14/2026	New England Professional Planning Group Inc.	177,333	$22.04M	9.2%	+1.6%	0.024%
5/13/2026	Wealthspire Retirement LLC	175,565	$21.83M	1.3%	+15.3%	0.024%
5/13/2026	American Investment Services Inc.	5,437	$676K	0.2%	-2.9%	0.001%

IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,014 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 2,621 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 112,731,873 shares in the last 24 months. This purchase volume represents approximately $12.99B in transactions.

Of the 1,594 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 110,300,337 shares in the last 24 months. This volume of shares sold represents approximately $13.05B in transactions.

Related Companies

This page (NYSEARCA:IJR) was last updated on 6/18/2026 by MarketBeat.com Staff.

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools