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

-0.17 (-0.15%)
(As of 05/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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IJR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2024Adams Wealth Management3,102$343K0.1%N/A0.000%
5/20/2024Pacific Center for Financial Services13,170$1.46M0.4%-94.2%0.002%
5/17/2024 Aspect Partners LLC39,803$4.40M3.5%+13.5%0.005%
5/17/2024 Citizens Financial Group Inc. RI37,166$4.11M0.1%-1.3%0.005%
5/17/2024 National Wealth Management Group LLC8,296$917K0.7%+1.2%0.001%
5/17/2024 New Covenant Trust Company N.A.517$57K0.1%N/A0.000%
5/17/2024 Wilshire Advisors LLC20,320$2.25M1.1%+0.7%0.003%
5/17/2024 XML Financial LLC151,967$16.80M1.7%+1.1%0.021%
5/17/2024 Garner Asset Management Corp4,265$471K0.2%+16.4%0.001%
5/17/2024 First Western Trust Bank33,849$3.74M0.2%-4.2%0.005%
5/17/2024 Jaffetilchin Investment Partners LLC24,713$2.73M0.2%-0.4%0.003%
5/17/2024 Beacon Capital Management LLC3,188$352K0.1%-18.9%0.000%
5/17/2024 Hancock Whitney Corp238,927$26.41M0.9%-9.1%0.033%
5/17/2024 Comerica Bank1,204,767$133.15M0.6%+1.2%0.166%
5/17/2024 Coppell Advisory Solutions Corp.10,972$1.21M0.2%N/A0.002%
5/17/2024 Creekmur Asset Management LLC32,951$3.64M1.2%-33.2%0.005%
5/17/2024 Innealta Capital LLC4,065$449K0.2%-5.1%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.55,982$6.19M0.1%-28.5%0.008%
5/16/2024 Ancora Advisors LLC97,486$10.77M0.2%+19.0%0.013%
5/16/2024 Dynasty Wealth Management LLC479,451$52.99M1.7%N/A0.066%
5/16/2024 Vawter Financial Ltd.31,563$3.49M2.5%-0.7%0.004%
5/16/2024 Sweeney & Michel LLC8,768$968K0.4%N/A0.001%
5/16/2024 Whalerock Point Partners LLC5,098$563K0.2%-99.9%0.001%
5/16/2024 WMS Partners LLC417,739$46.17M3.2%+7.6%0.058%
5/16/2024 Kraft Davis & Associates LLC24,539$2.70M0.8%-18.1%0.003%
5/16/2024 Bayesian Capital Management LP7,600$840K0.1%+61.0%0.001%
5/16/2024 Waverly Advisors LLC37,370$4.13M0.1%+19.4%0.005%
5/16/2024 Silvercrest Asset Management Group LLC11,932$1.32M0.0%-1.0%0.002%
5/16/2024 Econ Financial Services Corp61,679$6.82M4.2%+2.0%0.009%
5/15/2024 Ascent Group LLC18,186$2.01M0.2%-3.7%0.003%
5/15/2024 SVB Wealth LLC201,522$22.27M0.5%-8.5%0.028%
5/15/2024 Transcendent Capital Group LLC27,989$3.09M1.7%+66.5%0.004%
5/15/2024 Mount Yale Investment Advisors LLC46,400$5.13M0.4%-27.7%0.006%
5/15/2024 Talisman Wealth Advisors LLC20,935$2.31M2.9%+22.6%0.003%
5/15/2024 Manhattan West Asset Management LLC35,838$3.96M1.0%-2.7%0.005%
5/15/2024 CoreFirst Bank & Trust22,700$2.51M1.6%+53.7%0.003%
5/15/2024 Price T Rowe Associates Inc. MD7,767$859K0.0%+69.4%0.001%
5/15/2024 BOKF NA534,372$58.46M1.1%-6.5%0.074%
5/15/2024 Kestra Advisory Services LLC1,041,266$115.08M0.8%+5.9%0.144%
5/15/2024 Steel Grove Capital Advisors LLC5,575$616K0.0%+10.6%0.001%
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5/15/2024 Alpine Global Management LLC13,353$1.48M0.4%+190.3%0.002%
5/15/2024 Lazard Asset Management LLC323,197$35.72M0.0%-1.5%0.045%
5/15/2024 1832 Asset Management L.P.43,015$4.75M0.0%-44.7%0.006%
5/15/2024 Truvestments Capital LLC4,171$461K0.2%-7.3%0.001%
5/15/2024 Quadrature Capital Ltd28,767$3.18M0.1%N/A0.004%
5/15/2024 Keeley Teton Advisors LLC4,885$540K0.1%+34.0%0.001%
5/15/2024 Stonebridge Capital Advisors LLC2,118$234K0.0%+4.8%0.000%
5/14/2024 Biltmore Family Office LLC40,656$4.49M0.9%-0.3%0.006%
5/14/2024 Westwood Holdings Group Inc.10,116$1.12M0.0%+24.5%0.001%
5/14/2024 JT Stratford LLC75,557$8.35M1.7%+4.2%0.010%
5/14/2024 Cadence Bank20,968$2.32M0.2%-0.9%0.003%
5/14/2024 Rodgers Brothers Inc.2,148$237K0.0%N/A0.000%
5/14/2024 Heron Bay Capital Management86,869$9.60M2.0%+3.0%0.012%
5/14/2024 Axxcess Wealth Management LLC315,380$34.86M1.0%+3.5%0.043%
5/14/2024 EP Wealth Advisors LLC122,692$13.56M0.2%+23.6%0.017%
5/14/2024 Wellington Wealth Strategies LLC.13,701$1.51M0.7%N/A0.002%
5/14/2024 Freestone Capital Holdings LLC6,024$666K0.0%-10.8%0.001%
5/14/2024 CreativeOne Wealth LLC14,242$1.57M0.1%+330.5%0.002%
5/14/2024 TFO Wealth Partners LLC93,290$10.31M2.0%-0.7%0.013%
5/14/2024 Sax Wealth Advisors LLC120,326$13.30M1.6%-2.9%0.017%
5/14/2024 Kraft Asset Management LLC7,369$814K0.7%-5.9%0.001%
5/14/2024 Payden & Rygel Investment Group49,700$5.49M0.3%N/A0.007%
5/14/2024 Crewe Advisors LLC52,396$5.79M0.7%+103.9%0.007%
5/14/2024 Evermay Wealth Management LLC109,239$12.07M1.8%-2.0%0.015%
5/14/2024 Titan Global Capital Management USA LLC30,466$3.37M0.5%+381.6%0.004%
5/14/2024 InterOcean Capital Group LLC8,260$913K0.0%-25.4%0.001%
5/14/2024 Tiemann Investment Advisors LLC23,530$2.60M1.2%+7.4%0.003%
5/14/2024 Pitcairn Co.20,384$2.25M0.1%N/A0.003%
5/14/2024 American International Group Inc.2,700$298K0.0%-76.4%0.000%
5/14/2024 Oxford Financial Group LTD. LLC6,336$700K0.0%+14.7%0.001%
5/14/2024 Lake Street Advisors Group LLC306,242$33.85M1.6%-12.0%0.042%
5/13/2024 Bessemer Group Inc.857,222$94.74M0.2%+9.8%0.118%
5/13/2024 Atlanta Consulting Group Advisors LLC303,409$33.53M11.5%N/A0.042%
5/13/2024 Clearbridge Investments LLC5,568$615K0.0%+22.5%0.001%
5/13/2024 O Shaughnessy Asset Management LLC31,783$3.51M0.0%+132.1%0.004%
5/13/2024 Ameritas Investment Partners Inc.37,373$4.13M0.1%+6.0%0.005%
5/13/2024 Rockport Wealth LLC13,831$1.52M0.5%N/A0.002%
5/13/2024 PAX Financial Group LLC11,786$1.30M0.3%+2.0%0.002%
5/13/2024 Penobscot Investment Management Company Inc.16,467$1.82M0.2%-1.8%0.002%
5/11/2024 Peninsula Asset Management Inc.107,780$11.91M6.4%+1.5%0.015%
5/11/2024 Lcnb Corp11,869$1.31M0.5%+1.9%0.002%
5/11/2024 Trustmark National Bank Trust Department31,742$3.51M0.3%+1.0%0.004%
5/11/2024 Davis R M Inc.21,645$2.39M0.1%-1.4%0.003%
5/11/2024 Resurgent Financial Advisors LLC18,214$2.01M1.1%+75.7%0.003%
5/11/2024 Alley Investment Management Company LLC56,987$6.30M0.9%+1.3%0.008%
5/11/2024 Elevatus Welath Management7,092$784K0.3%+109.1%0.001%
5/11/2024 Beaumont Financial Advisors LLC22,917$2.53M0.2%-1.5%0.003%
5/11/2024 ESL Trust Services LLC185,934$20.55M5.4%+7.8%0.026%
5/11/2024 Orion Capital Management LLC12,747$1.41M0.7%-20.3%0.002%
5/11/2024 Catalytic Wealth RIA LLC51,677$5.71M1.1%+856.8%0.007%
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5/11/2024 Jacobi Capital Management LLC8,807$973K0.1%+5.1%0.001%
5/10/2024 Osaic Holdings Inc.1,532,795$169.44M0.4%-43.4%0.211%
5/10/2024 Acadian Asset Management LLC11,395$1.26M0.0%+140.0%0.002%
5/10/2024 Fiducient Advisors LLC108,560$12.00M2.4%+305.2%0.015%
5/10/2024 TIAA Trust National Association526,684$58.21M0.2%-20.9%0.073%
5/10/2024 Vanguard Group Inc.18,389$2.03M0.0%+10.8%0.003%
5/10/2024 Alera Investment Advisors LLC16,798$1.86M0.3%-16.1%0.002%
5/10/2024 Viawealth LLC23,997$2.65M1.7%+9.0%0.003%
5/10/2024 Spirepoint Private Client LLC10,538$1.17M0.2%N/A0.001%
5/10/2024 Resolute Advisors LLC56,914$6.29M1.2%+2.2%0.008%
(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, 2,481 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 ($1.67B), 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 Northwestern Mutual Wealth Management Co. ($2.20M).

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

Institutional investors have bought a total of 151,987,121 shares in the last 24 months. This purchase volume represents approximately $14.73B in transactions.

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

Of the 1,691 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 109,908,415 shares in the last 24 months. This volume of shares sold represents approximately $10.77B in transactions.

This page (NYSEARCA:IJR) was last updated on 5/21/2024 by Staff

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