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

iShares Core S&P Small-Cap ETF logo
$113.12 +0.30 (+0.27%)
Closing price 07/14/2025 04:10 PM Eastern
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$113.12 +0.00 (+0.00%)
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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)
1927
Total
Institutional Inflows
(last 12 months)
$13.87B
Number of
Institutional Sellers
(last 12 months)
1396
Total
Institutional Outflows
(last 12 months)
$3.61B
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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
7/15/2025Revisor Wealth Management LLC2,269$259K0.1%-15.7%0.000%
7/15/2025Fortitude Family Office LLC35,800$3.91M1.3%-32.3%0.005%
7/15/2025 Kure Advisory LLC77,185$8.44M5.5%+12.6%0.011%
7/15/2025Bank of Stockton151,410$16.55M4.9%-0.6%0.021%
7/15/2025GSB Wealth Management LLC16,021$1.75M0.4%-0.7%0.002%
7/15/2025Optima Capital LLC28,400$3.10M1.7%+7.3%0.004%
7/14/2025Steigerwald Gordon & Koch Inc.27,931$3.05M0.3%+2.4%0.004%
7/14/2025Crew Capital Management Ltd.7,716$843K0.6%-29.0%0.001%
7/14/2025Abacus Planning Group Inc.4,255$465K0.2%N/A0.001%
7/14/2025Opal Wealth Advisors LLC2,762$302K0.1%-75.1%0.000%
7/14/2025Farmers Trust Co.26,928$2.94M0.5%-14.1%0.004%
7/14/2025Argentarii LLC7,730$845K0.4%-16.4%0.001%
7/14/2025Golden State Equity Partners9,966$1.09M0.2%-6.1%0.001%
7/14/2025CRA Financial Services LLC22,936$2.51M0.4%-1.3%0.003%
7/14/2025Oliver Luxxe Assets LLC10,022$1.10M0.2%+3.5%0.001%
7/14/2025Founders Capital Management LLC10,172$1.11M0.2%-57.3%0.001%
7/14/2025CJM Wealth Advisers Ltd.205,381$22.45M7.5%+0.3%0.028%
7/14/2025Financial Enhancement Group LLC249,136$28.11M4.0%N/A0.034%
7/14/2025Mechanics Bank Trust Department19,379$2.12M0.3%-18.9%0.003%
7/14/2025Foster Group Inc.7,956$870K0.0%+92.4%0.001%
7/14/2025Acropolis Investment Management LLC922,025$100.77M5.5%+0.4%0.127%
7/14/2025BlueSky Wealth Advisors LLC15,192$1.66M0.2%-1.5%0.002%
7/14/2025Armstrong Advisory Group Inc.5,611$613K0.0%-7.4%0.001%
7/14/2025Chapin Davis Inc.20,321$2.22M0.6%+0.6%0.003%
7/14/2025GAMMA Investing LLC19,973$2.18M0.1%+6.9%0.003%
7/14/2025Wooster Corthell Wealth Management Inc.7,769$849K0.2%-1.5%0.001%
7/14/2025Proathlete Wealth Management LLC206,056$22.53M7.2%+5.3%0.028%
7/14/2025Lee Kelleher Wealth Management36,166$3.95M2.6%+5.9%0.005%
7/14/2025Clear Harbor Asset Management LLC5,124$560K0.0%+11.8%0.001%
7/14/2025ABLE Financial Group LLC15,749$1.72M0.4%-29.0%0.002%
7/14/2025Lakeshore Financial Planning Inc.36,078$3.94M1.6%+0.5%0.005%
7/14/2025U.S. Capital Wealth Advisors LLC14,001$1.53M0.0%-59.6%0.002%
7/14/2025Sweeney & Michel LLC7,924$894K0.3%+1.9%0.001%
7/14/2025Farmers & Merchants Investments Inc.1,124,458$122.89M3.6%+8.3%0.155%
7/14/2025Painted Porch Advisors LLC343,699$37.56M15.4%+3.0%0.047%
7/14/2025Narus Financial Partners LLC19,103$2.09M0.7%-18.7%0.003%
7/14/2025Pacifica Partners Inc.865$95K0.0%-10.4%0.000%
7/14/2025Lewis Asset Management LLC22,352$2.44M1.1%+6.1%0.003%
7/14/2025Flagstar Advisors Inc.120,170$13.13M3.6%-15.7%0.017%
7/14/2025Enzi Wealth180,201$20.33M7.4%-0.1%0.025%
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7/14/2025Abound Wealth Management387,319$42.33M12.0%+3.5%0.053%
7/14/2025Park Avenue Securities LLC129,824$14.19M0.1%N/A0.018%
7/14/2025Sound Stewardship LLC51,572$5.64M2.9%+15.3%0.007%
7/14/2025Sowell Financial Services LLC51,054$5.58M0.2%-13.2%0.007%
7/14/2025Physician Wealth Advisors Inc.29,903$3.27M0.5%-1.4%0.004%
7/11/2025 Quad Cities Investment Group LLC33,023$3.61M1.6%-1.2%0.005%
7/11/2025 Annex Advisory Services LLC41,051$4.49M0.1%-13.4%0.006%
7/11/2025 Wealth Management Partners LLC24,691$2.75M1.0%-8.2%0.003%
7/11/2025 Sprinkle Financial Consultants LLC96,283$10.52M6.4%-8.9%0.013%
7/11/2025 Colorado Capital Management Inc.15,798$1.73M0.7%-3.2%0.002%
7/11/2025 Ullmann Wealth Partners Group LLC21,163$2.31M0.3%-5.6%0.003%
7/11/2025 BTC Capital Management Inc.3,420$374K0.0%-20.1%0.000%
7/11/2025 Orrstown Financial Services Inc.6,917$756K0.2%-39.9%0.001%
7/11/2025 Capital Advantage Inc.44,352$4.85M0.8%-66.2%0.006%
7/11/2025 Farther Finance Advisors LLC479,548$52.41M1.0%+75.9%0.066%
7/11/2025 Silver Oak Securities Incorporated38,998$4.26M0.3%-8.1%0.005%
7/11/2025 CX Institutional64,525$7.05M0.2%+16.5%0.009%
7/11/2025 Harbour Capital Advisors LLC21,119$2.38M0.5%+7.4%0.003%
7/11/2025 Windsor Capital Management LLC35,085$3.83M1.1%-1.8%0.005%
7/11/2025 UMB Bank n.a.632,380$69.11M1.1%-13.5%0.087%
7/11/2025 AFG Fiduciary Services Limited Partnership47,613$5.28M1.4%+8.7%0.007%
7/11/2025 Adirondack Trust Co.34,581$3.78M1.4%-3.0%0.005%
7/11/2025 Kaydan Wealth Management Inc.3,317$363K0.1%+31.7%0.000%
7/11/2025 Marshall & Sullivan Inc. WA351$38K0.0%N/A0.000%
7/11/2025 Pinnacle Bancorp Inc.21,570$2.36M0.7%-4.9%0.003%
7/11/2025 Shelton Wealth Management LLC18,866$2.06M1.0%+1.6%0.003%
7/11/2025 Rockwood Wealth Management LLC15,144$1.66M0.1%-5.6%0.002%
7/11/2025 LongView Wealth Management2,096$229K0.1%-21.6%0.000%
7/11/2025 Essex Savings Bank11,299$1.24M0.3%-27.5%0.002%
7/11/2025 Phillips Wealth Planners LLC2,190$245K0.2%N/A0.000%
7/11/2025 SeaCrest Wealth Management LLC11,620$1.27M0.1%-1.1%0.002%
7/11/2025 Diversified Trust Co37,414$4.09M0.1%+35.9%0.005%
7/11/2025 International Private Wealth Advisors LLC13,812$1.51M1.3%-3.1%0.002%
7/11/2025 Elk River Wealth Management LLC327,502$35.79M6.2%+1.6%0.045%
7/11/2025 Kingstone Capital Partners Texas LLC19,254,728$2.05B0.3%N/A2.658%
7/11/2025 MKD Wealth Coaches LLC13,970$1.53M1.6%-49.8%0.002%
7/11/2025 Grove Bank & Trust278,355$30.42M3.8%-10.4%0.038%
7/11/2025 Cypress Financial Planning LLC16,575$1.81M0.6%+11.0%0.002%
7/10/2025 Pachira Investments Inc.85,939$9.39M7.1%-4.4%0.012%
7/10/2025 Three Seasons Wealth LLC8,262$903K0.1%-6.8%0.001%
7/10/2025 Triangle Securities Wealth Management64,436$7.04M1.7%+1.4%0.009%
7/10/2025 Piscataqua Savings Bank1,872$205K0.2%+110.6%0.000%
7/10/2025 Clare Market Investments LLC3,289$359K0.1%-41.1%0.000%
7/10/2025 Legacy Financial Strategies LLC161,857$17.69M3.5%+0.7%0.022%
7/10/2025 Charter Oak Capital Management LLC4,268$466K0.0%-9.2%0.001%
7/10/2025 Burns J W & Co. Inc. NY75,345$8.23M1.0%+9.3%0.010%
7/10/2025 Brady Family Wealth LLC17,708$1.94M0.6%-3.2%0.002%
7/10/2025 YHB Investment Advisors Inc.206,772$22.60M1.7%+0.1%0.029%
7/10/2025 ARS Wealth Advisors Group LLC3,710$405K0.0%-2.6%0.001%
7/10/2025 Klaas Financial Asset Advisors LLC25,600$2.80M0.4%+3.8%0.004%
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7/10/2025 Sterling Investment Advisors LLC ADV42,941$4.69M2.2%+23.4%0.006%
7/10/2025 Exchange Traded Concepts LLC123,872$13.54M0.2%-9.2%0.017%
7/10/2025 Marshall Financial Group LLC6,479$720K0.1%-7.3%0.001%
7/10/2025 Park Capital Management LLC WI58,620$6.41M5.9%+2.5%0.008%
7/10/2025 Bigelow Investment Advisors LLC57,291$6.26M2.8%+5.9%0.008%
7/10/2025 Affiance Financial LLC32,389$3.54M0.7%+5.7%0.004%
7/10/2025 Fulton Bank N.A.14,151$1.55M0.1%+12.0%0.002%
7/10/2025 NorthCrest Asset Manangement LLC11,092$1.25M0.0%-4.1%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC2,492,515$281.85M0.5%+83.8%0.344%
7/10/2025 Strathmore Capital Advisors Inc.5,271$595K0.3%N/A0.001%
(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, 2,814 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. ($4.08B), Bank of America Corp DE ($3.69B), FMR LLC ($2.62B), Kingstone Capital Partners Texas LLC ($2.05B), Wells Fargo & Company MN ($1.98B), Envestnet Asset Management Inc. ($1.86B), and Morgan Stanley ($1.75B).Learn more on iShares Core S&P Small-Cap ETF's institutional investors.

What percentage of iShares Core S&P Small-Cap ETF's stock is owned by 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.

Which institutional investors have been buying iShares Core S&P Small-Cap ETF's stock?

Of the 2,480 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. ($14.21M), Envestnet Asset Management Inc. ($10.03M), Mullooly Asset Management Inc. ($6.79M), International Assets Investment Management LLC ($3.83M), LPL Financial LLC ($3.28M), and Citigroup Inc. ($2.76M).

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

Institutional investors have bought a total of 125,038,203 shares in the last 24 months. This purchase volume represents approximately $13.87B in transactions.

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

Of the 1,394 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: Truist Financial Corp ($1.65M), International Assets Investment Management LLC ($1.54M), Bank of New York Mellon Corp ($1.34M), Venturi Wealth Management LLC ($933.09K), J.Safra Asset Management Corp ($835.34K), Members Trust Co ($803.30K), and Dynasty Wealth Management LLC ($792.18K).

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

Institutional investors have sold a total of 33,201,797 shares in the last 24 months. This volume of shares sold represents approximately $3.61B in transactions.



This page (NYSEARCA:IJR) was last updated on 7/15/2025 by MarketBeat.com Staff
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