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

iShares Core S&P Small-Cap ETF logo
$145.11 +1.42 (+0.99%)
As of 09:58 AM Eastern
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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)
1841
Total
Institutional Inflows
(last 12 months)
$13.02B
Number of
Institutional Sellers
(last 12 months)
1596
Total
Institutional Outflows
(last 12 months)
$13.04B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026Birchbrook Inc.51,969$7.71M3.6%-2.5%0.007%
7/9/2026Yanni & Associates Investment Advisors LLC13,210$1.96M1.8%-1.2%0.002%
7/9/2026Roan Capital Partners4,596$682K0.6%-24.0%0.001%
7/9/2026Everhart Financial Group Inc.3,593$533K0.0%+2.5%0.000%
7/9/2026Sax Wealth Advisors LLC93,964$13.94M0.5%+22.7%0.013%
7/9/2026Oliver Luxxe Assets LLC10,300$1.53M0.2%-1.4%0.001%
7/9/2026Adamsbrown Wealth Consultants LLC1,768$262K0.0%N/A0.000%
7/9/2026Windsor Capital Management LLC28,391$4.21M1.1%-5.1%0.004%
7/9/2026Breakwater Capital Group28,193$4.18M0.5%+1.9%0.004%
7/9/2026Agate Pass Investment Management LLC1,521$226K0.1%N/A0.000%
7/9/2026Valeo Financial Advisors LLC2,136,481$316.86M6.5%+0.7%0.284%
7/9/2026TL Private Wealth5,937$863K0.3%-13.0%0.001%
7/8/2026Gradient Investments LLC1,885$280K0.0%N/A0.000%
7/8/2026Thurston Springer Miller Herd & Titak Inc.2,246$333K0.1%+4.0%0.000%
7/8/2026Beacon Investment Advisory Services Inc.1,158,855$171.87M6.4%+9.1%0.154%
7/8/2026Colorado Capital Management Inc.14,491$2.15M0.7%-1.6%0.002%
7/8/2026Shulman DeMeo Asset Management LLC86,405$12.82M2.4%-0.4%0.011%
7/8/2026Chesley Taft & Associates LLC371,712$55.13M2.1%+0.4%0.049%
7/8/2026Whitcomb & Hess Inc.177,798$26.37M5.7%+1.8%0.024%
7/8/2026Teamwork Financial Advisors LLC3,164$469K0.0%-4.0%0.000%
7/8/2026TrueWealth Advisors LLC1,442$214K0.0%N/A0.000%
7/8/2026Cooper Financial Group6,711$995K0.1%+1.5%0.001%
7/8/2026Factor Wealth Management LTD204,066$30.27M4.6%+63.0%0.027%
7/8/2026Twin Cities Retirement Group LLC74,399$11.03M9.4%-2.8%0.010%
7/8/2026RVW Wealth LLC22,209$3.29M0.2%-0.5%0.003%
7/8/2026NerdWallet Wealth Partners LLC22,810$3.38M1.2%+41.3%0.003%
7/8/2026Elevation Wealth Partners LLC49,644$7.36M2.2%+1.3%0.007%
7/8/2026Apella 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%
7/8/2026 Thrive Wealth Management LLC16,875$2.50M0.3%+1.6%0.002%
7/8/2026 Lincoln Capital LLC10,442$1.55M0.3%+1.4%0.001%
7/8/2026 Chapin Davis Inc.6,882$1.02M0.2%-65.8%0.001%
7/7/2026 Fermata Advisors LLC2,531$375K0.1%-11.8%0.000%
7/7/2026 180 Wealth Advisors LLC7,599$1.13M0.1%-2.1%0.001%
7/7/2026 Post Resch Tallon Group Inc.33,841$5.02M3.5%-0.9%0.005%
7/7/2026 SFM LLC5,079$753K0.4%-3.0%0.001%
7/7/2026 Foster Group Inc.7,155$1.06M0.0%-13.5%0.001%
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7/7/2026 JGP Wealth Management LLC5,196$771K0.1%+11.0%0.001%
7/7/2026 Mechanics Bank Trust Department25,242$3.74M0.5%+12.6%0.003%
7/7/2026 David J Yvars Group21,393$3.17M1.5%+5.2%0.003%
7/7/2026 Madison Park Capital Advisors LLC56,147$8.33M4.4%+48.6%0.007%
7/7/2026 Quad Cities Investment Group LLC34,107$5.06M1.8%+0.8%0.005%
7/7/2026 Integral Investment Advisors Inc.5,584$828K0.2%-2.2%0.001%
7/7/2026 Balefire LLC5,795$859K0.1%+14.2%0.001%
7/7/2026 Dynamic Advisor Solutions LLC21,491$3.19M0.1%-0.9%0.003%
7/7/2026 Graves Light Lenhart Wealth Inc.310,610$46.07M4.3%+2.6%0.041%
7/7/2026 Baron Wealth Management LLC161,676$23.98M6.2%-6.1%0.022%
7/7/2026 GAMMA Investing LLC27,745$4.12M0.2%+5.7%0.004%
7/7/2026 Grant Private Wealth Management Inc4,040$599K0.3%-6.9%0.001%
7/7/2026 Avior Wealth Management LLC37,754$5.60M0.1%-8.0%0.005%
7/7/2026 Greenfield Savings Bank40,453$6M2.3%-0.4%0.005%
7/7/2026 Harbor Investment Advisory LLC36,192$5.37M0.4%+3.7%0.005%
7/7/2026 Canandaigua National Bank & Trust Co.8,273$1.23M0.1%N/A0.001%
7/7/2026 Sandy Cove Advisors LLC9,115$1.35M0.3%-1.0%0.001%
7/7/2026 Financial Enhancement Group LLC240,361$35.65M4.3%-5.9%0.032%
7/7/2026 Grove Bank & Trust282,798$41.94M4.2%+2.2%0.038%
7/7/2026 Somnio Financial Group LLC90,870$13.48M8.0%-1.8%0.012%
7/7/2026 PPS&V Asset Management Consultants Inc.87,414$12.96M7.0%+2.8%0.012%
7/7/2026 CoreCap Advisors LLC128,668$19.08M0.6%+2.2%0.017%
7/7/2026 Pacific Excel Wealth Advisors Inc.1,515$225K0.1%N/A0.000%
7/7/2026 St. Clair Advisors LLC18,162$2.69M0.7%-0.9%0.002%
7/7/2026 Pathway Financial Advisors LLC210,271$30.80M3.6%-0.8%0.028%
7/7/2026 Hiley Hunt Wealth Management67,098$9.95M3.9%-0.1%0.009%
7/6/2026 jvl associates llc140,331$20.81M5.9%-1.4%0.019%
7/6/2026 Bangor Savings Bank448,700$66.55M4.9%-2.9%0.060%
7/6/2026 MJT & Associates Financial Advisory Group Inc.32,517$4.82M3.2%-1.6%0.004%
7/6/2026 Vigilare Wealth Management25,413$3.77M1.2%+449.5%0.003%
7/6/2026 Private Client Services LLC2,009$298K0.1%-8.3%0.000%
7/6/2026 Somerset Trust Co3,582$531K0.2%-2.7%0.000%
7/6/2026 Boltwood Capital Management56,611$8.40M1.9%-0.6%0.008%
7/6/2026 Trilogy Capital Inc.335,502$49.76M1.9%-2.2%0.045%
7/2/2026 Burkett Financial Services LLC80,495$11.94M3.7%-2.0%0.011%
7/2/2026 MassMutual Private Wealth & Trust FSB262,909$38.99M1.0%-4.7%0.035%
7/2/2026 Cedar Mountain Advisors LLC223,326$33.12M5.7%+0.1%0.030%
7/2/2026 Hilltop National Bank15,360$2.28M0.5%-5.0%0.002%
7/2/2026 CX Institutional264,980$39.30M1.1%+218.0%0.035%
7/2/2026 First County Bank CT 16,454$2.44M1.1%+5.7%0.002%
7/1/2026 Adelphi Trust Co1,684$250K0.2%-39.4%0.000%
7/1/2026 Eastern Bank17,844$2.65M0.0%-1.5%0.002%
7/1/2026 Trust Co of the South1,367$203K0.0%-29.3%0.000%
7/1/2026 Global Wealth Strategies & Associates105,340$15.62M3.0%+11,312.8%0.014%
6/22/2026Sapient Capital LLC126,454$15.72M0.2%+8.9%0.017%
6/16/2026Steelhead Wealth Management LLC8,765$1.09M0.6%N/A0.001%
6/11/2026LFG Wealth Partners LLC14,309$1.78M1.1%+10.7%0.002%
6/10/2026Curry Webb Wealth Management LLC8,336$1.04M0.5%N/A0.001%
6/10/2026FAS Wealth Partners Inc.29,391$3.65M0.2%-2.4%0.004%
6/9/2026Rathbones Group PLC14,203$1.77M0.0%-0.9%0.002%
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6/8/2026Pine Valley Investments Ltd Liability Co8,965$1.11M0.1%+29.2%0.001%
6/4/2026Evansbrook LLC4,304$535K0.4%+4.4%0.001%
6/3/2026Wealthquest Corp24,467$3.04M0.2%-5.1%0.003%
6/3/2026CoreFirst Bank & Trust28,041$3.49M1.8%-2.0%0.004%
6/3/2026DBK Financial Counsel LLC28,000$3.48M2.6%-0.4%0.004%
6/3/2026Stillwater Private Wealth LLC4,705$584K0.5%N/A0.001%
6/3/2026Parallel Advisors LLC91,111$11.33M0.2%+8.4%0.012%
6/3/2026NewEdge Advisors LLC586,348$72.89M0.3%-2.1%0.079%
6/2/2026Blue Edge Capital LLC6,062$754K0.1%+199.4%0.001%
6/1/2026First Nebraska Trust Co7,662$952K0.1%N/A0.001%


IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,016 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 2,623 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 112,763,613 shares in the last 24 months. This purchase volume represents approximately $13.02B in transactions.

Of the 1,591 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 110,218,371 shares in the last 24 months. This volume of shares sold represents approximately $13.04B in transactions.


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This page (NYSEARCA:IJR) was last updated on 7/9/2026 by MarketBeat.com Staff.
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