Free Trial
→ Top Trader Reveals Stunning Black Friday Deal (From Base Camp Trading) (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
$140.62 -0.02 (-0.01%)
Closing price 04:10 PM Eastern
Extended Trading
$140.01 -0.61 (-0.43%)
As of 05:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. 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)
1548
Total
Institutional Inflows
(last 12 months)
$7.83B
Number of
Institutional Sellers
(last 12 months)
1266
Total
Institutional Outflows
(last 12 months)
$9.18B
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
11/13/2026Coign Capital Advisors LLC43,859$5.97M2.6%-2.1%0.006%
11/13/2026New World Advisors LLC54,699$7.44M1.3%+1.9%0.007%
11/13/2026PAX Financial Group LLC1,843$251K0.0%-33.8%0.000%
11/13/202649 Wealth Management LLC1,732$236K0.0%-92.6%0.000%
11/13/2026Southeast Asset Advisors LLC88,295$12.01M1.2%+152.6%0.012%
11/13/2026Mosaic Family Wealth Partners LLC4,005$545K0.0%+3.4%0.001%
11/13/2026Wealth Alliance LLC14,618$1.99M0.2%-13.6%0.002%
11/13/2026Tobias Financial Advisors Inc.1,784$243K0.0%-13.1%0.000%
11/13/2026Palumbo Wealth Management LLC50,724$6.90M1.4%-3.8%0.007%
11/13/2026Xcelsior Advisor Partners LLC13,945$1.90M0.1%+24.5%0.002%
11/13/2026Fiduciary Financial Advisors27,257$3.71M0.4%+3.5%0.004%
11/13/2026Bleakley Financial Group LLC1,352,597$184.01M2.1%+2.2%0.180%
11/13/2026Essex Financial Services Inc.25,072$3.41M0.2%-1.4%0.003%
11/13/2026Novare Capital Management LLC3,089$420K0.0%-81.1%0.000%
11/13/2026Smith Moore & CO.215,592$29.33M1.9%-0.1%0.029%
11/13/2026Lifeworks Advisors LLC1,632$222K0.0%N/A0.000%
11/13/2026Twin Peaks Wealth Advisors LLC2,753$374K0.1%+7.9%0.000%
11/13/2026Independent Family Office LLC31,323$4.26M1.6%+30.0%0.004%
11/13/2026Portland Global Advisors LLC13,097$1.78M0.2%+0.9%0.002%
11/13/2026Cvfg LLC6,384$869K0.1%+1.7%0.001%
11/13/2026Bouchey Financial Group Ltd.5,978$813K0.1%+4.9%0.001%
11/12/2026Meeder Advisory Services Inc.239,461$32.58M1.1%+556.6%0.032%
11/12/2026Sentinel Wealth Management Inc.20,798$2.83M2.0%+1.4%0.003%
11/12/2026Benjamin Edwards Inc.84,369$11.48M0.1%+6.5%0.011%
11/12/2026CacheTech Inc.5,627$765K0.1%-1.5%0.001%
11/12/2026DiPaolo Financial Group Inc.455$62K0.0%N/A0.000%
11/12/2026First Trust Advisors LP87,746$11.94M0.0%+2,617.4%0.012%
11/12/2026Texas Yale Capital Corp.81,946$11.15M0.3%+0.1%0.011%
11/12/2026Coastwise Capital Group LLC2,285$311K0.2%-4.3%0.000%
11/12/2026State Street Corp836,836$113.84M0.0%+4.9%0.111%
11/12/2026TIAA CREF Individual & Institutional Services LLC350,925$47.74M0.2%-3.0%0.047%
11/12/2026Whittier Trust Co.770,153$105.94M1.0%+7.0%0.102%
11/12/2026TIAA Trust National Association70,727$9.62M0.6%-0.5%0.009%
11/11/2026 Red Oak Financial Group LLC6,392$870K0.2%-7.2%0.001%
11/11/2026 Mayflower Financial Advisors LLC56,036$7.62M0.6%-2.3%0.007%
11/11/2026 Balanced Wealth Group LLC25,153$3.53M1.1%-4.0%0.003%
11/11/2026 GW&K Investment Management LLC30,719$4.18M0.0%+12.6%0.004%
11/11/2026 Private Wealth Asset Management LLC245,852$33.84M1.8%+4.8%0.033%
11/11/2026 Birchcreek Wealth Management LLC8,753$1.19M0.5%-2.7%0.001%
11/11/2026 one8zero8 LLC2,633$358K0.1%-2.9%0.000%
The investigation Porter spent tens of thousands to document (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
11/11/2026 URS Advisory LLC13,591$1.85M1.0%+88.8%0.002%
11/11/2026 Private Advisor Group LLC555,738$75.60M0.3%+18.6%0.074%
11/11/2026 Astoria Strategic Wealth Inc.46,091$6.27M1.4%+2.0%0.006%
11/11/2026 Tyche Wealth Partners LLC7,720$1.05M0.1%+17.8%0.001%
11/11/2026 Maxele Advisors LLC12,493$1.70M1.2%-2.4%0.002%
11/11/2026 Ieq Capital LLC674,782$91.80M0.4%+4.0%0.090%
11/11/2026 Focus Advisor Solutions LLC257,706$35.06M0.3%+3.4%0.034%
11/11/2026 Colonial Trust Co SC38,521$5.24M0.7%+3.6%0.005%
11/11/2026 Alpha Financial Partners LLC27,915$3.80M1.9%+1.4%0.004%
11/11/2026 Madden Advisory Services Inc.31,657$4.31M1.5%+1.1%0.004%
11/11/2026 Independent Advisor Alliance12,526$1.78M0.0%+6.5%0.002%
11/10/2026 OneAscent Financial Services LLC4,031$548K0.0%-1.9%0.001%
11/10/2026 Beckerman Institutional LLC10,968$1.49M0.7%-2.2%0.001%
11/10/2026 C V Starr & Co. Inc.200,458$27.27M14.6%-65.4%0.027%
11/10/2026 Baron Silver Stevens Financial Advisors LLC173,771$23.64M2.9%+1.8%0.023%
11/10/2026 Hi Line Capital Management LLC9,861$1.34M0.4%-69.7%0.001%
11/10/2026 Great Oak Capital Partners LLC2,637$361K0.1%-14.4%0.000%
11/10/2026 Composition Wealth LLC123,240$16.77M0.2%-12.8%0.016%
11/10/2026 TD Capital Management LLC8,656$1.18M0.1%-3.5%0.001%
11/10/2026 Trustmark Bank Trust Department32,367$4.40M0.3%+8.3%0.004%
11/10/2026 Stelac Advisory Services LLC4,797$653K0.1%N/A0.001%
11/10/2026 Bogart Wealth LLC229,456$31.22M1.0%+3.5%0.030%
11/10/2026 Public Sector Pension Investment Board345,908$47.58M0.1%-14.2%0.046%
11/10/2026 Global Retirement Partners LLC438,972$59.72M0.8%-0.4%0.058%
11/10/2026 BCGM Wealth Management LLC2,852$388K0.1%+43.2%0.000%
11/10/2026 Garrison Point Advisors LLC36,570$4.98M1.9%+2.9%0.005%
11/10/2026 Legacy Financial Group LLC10,618$1.44M0.2%+13.4%0.001%
11/10/2026 Rothschild Investment LLC3,884$528K0.0%+33.7%0.001%
11/10/2026 Rollins Financial Advisors LLC10,201$1.39M0.2%+21.2%0.001%
11/10/2026 Cibc World Market Inc.41,299$5.62M0.0%-2.6%0.005%
11/10/2026 Bridges Investment Management Inc.1,237,984$168.42M2.0%-7.2%0.164%
11/10/2026 Godfrey Financial Associates Inc.26,455$3.60M2.9%+0.8%0.004%
11/10/2026 Vawter Financial Ltd.25,645$3.49M1.3%N/A0.003%
11/10/2026 Edgestream Partners L.P.3,293$448K0.0%N/A0.000%
11/10/2026 First Financial Bankshares Inc349,279$47.52M0.8%-0.4%0.046%
11/10/2026 HighTower Advisors LLC3,170,627$431.33M0.4%-4.5%0.421%
11/10/2026 Presper Financial Architects LLC27,806$3.78M2.1%-27.9%0.004%
11/10/2026 Tilson Financial Group Inc.27,186$3.70M1.0%+1.1%0.004%
11/10/2026 Latko Wealth Management Ltd.66,476$9.04M3.8%+6.6%0.009%
11/10/2026 First National Bank & Trust Co. of Newtown9,720$1.36M0.3%+1.7%0.001%
11/10/2026 Western Wealth Management LLC54,138$7.37M0.2%-2.2%0.007%
11/10/2026 Francis Financial Inc.127,904$17.40M2.7%+4.3%0.017%
11/10/2026 Texas Capital Bank Wealth Management Services Inc79,989$10.88M0.6%+69.3%0.011%
11/9/2026 Alaska Wealth Advisors LLC272,532$37.08M4.1%-0.7%0.036%
11/9/2026 Alaska Permanent Capital Management LLC577,586$78.54M5.3%-0.6%0.077%
11/9/2026 GatePass Capital LLC5,062$689K0.2%-44.3%0.001%
11/9/2026 Silver Oak Securities Incorporated27,212$3.75M0.3%-18.1%0.004%
11/9/2026 White Pine Capital LLC6,201$844K0.2%N/A0.001%
11/9/2026 Thoroughbred Financial Services LLC21,019$2.86M0.1%+2.6%0.003%
11/9/2026 Bessemer Group Inc.1,554,992$211.54M0.3%+12.2%0.206%
Uranium Mine Flood That Sparked a 2006 Price Surge Returns (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
11/9/2026 Vectors Research Management LLC75,753$10.31M2.9%-1.9%0.010%
11/9/2026 Meramec Financial Planners LLC2,872$395K0.1%-6.6%0.000%
11/9/2026 Harbour Investments Inc.95,828$13.04M0.2%-15.5%0.013%
11/9/2026 Walsh & Associates LLC1,577$215K0.2%+30.7%0.000%
11/9/2026 FDx Advisors Inc.45,644$6.21M1.9%-2.6%0.006%
11/9/2026 Centennial Bank AR 39,181$5.33M1.6%-4.0%0.005%
11/9/2026 IFG Advisory LLC112,711$15.33M0.5%+7.5%0.015%
11/9/2026 Bellwether Advisors LLC50,592$6.88M1.0%+3.3%0.007%
11/9/2026 Seaside Wealth Management Inc.5,389$733K0.2%+3.8%0.001%
11/9/2026 Amara Financial LLC.37,010$5.04M3.0%-3.2%0.005%


IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,023 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. ($6.61B), Bank of America Corp DE ($4.20B), FMR LLC ($2.62B), Envestnet Asset Management Inc. ($2.41B), Morgan Stanley ($2.17B), and LPL Financial LLC ($2.11B).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 2,573 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), Simplex Trading LLC ($12.45M), Mullooly Asset Management Inc. ($6.79M), and Northwestern Mutual Wealth Management Co. ($5.57M).

Institutional investors have bought a total of 61,632,989 shares in the last 24 months. This purchase volume represents approximately $7.83B in transactions.

Of the 1,251 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), JPMorgan Chase & Co. ($2.79M), Financial Engines Advisors L.L.C. ($1.88M), Wealthspire Advisors LLC ($1.81M), Ifrah Financial Services Inc. ($1.79M), Envestnet Asset Management Inc. ($1.67M), and M&T Bank Corp ($1.03M).

Institutional investors have sold a total of 74,993,191 shares in the last 24 months. This volume of shares sold represents approximately $9.18B 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 11/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel