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

iShares Core S&P Small-Cap ETF logo
$138.35 +0.71 (+0.52%)
As of 04:10 PM 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)
1893
Total
Institutional Inflows
(last 12 months)
$14.01B
Number of
Institutional Sellers
(last 12 months)
1638
Total
Institutional Outflows
(last 12 months)
$13.47B
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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
5/8/2026Pacific Sun Financial Corp7,890$981K0.5%-1.9%0.001%
5/8/2026PNC Financial Services Group Inc.7,569,528$940.97M0.5%-4.9%1.014%
5/8/2026HORAN Wealth LLC279,520$33.64M3.2%+100.0%0.037%
5/8/2026Burling Wealth Partners LLC129,831$16.14M2.6%+0.3%0.017%
5/8/2026Summit Asset Management LLC176,664$21.96M3.1%+1.4%0.024%
5/8/2026Dale Q Rice Investment Management Ltd4,366$543K0.4%+5.3%0.001%
5/8/2026Glenview Trust Co695,134$86.41M1.4%+1.2%0.093%
5/8/2026 Madison Asset Management LLC260,463$32.38M0.4%+4.5%0.035%
5/8/2026 Resolute Advisors LLC44,224$5.50M2.3%-2.5%0.006%
5/8/2026 Summit Global Investments14,194$1.76M0.1%+64.2%0.002%
5/8/2026 Cassaday & Co Wealth Management LLC9,235$1.15M0.0%+2.4%0.001%
5/8/2026 JMG Financial Group Ltd.27,294$3.39M0.1%-0.4%0.004%
5/8/2026 Cutler Investment Counsel LLC205,385$25.53M2.6%+1.3%0.028%
5/8/2026 Titan Global Capital Management USA LLC105,962$13.17M2.0%+11.6%0.014%
5/8/2026 Johnson Financial Group Inc.56,587$7.03M0.3%+7.7%0.008%
5/8/2026 Cannon Capital Management Inc.80,160$9.97M8.1%+18.2%0.011%
5/8/2026 JSF Financial LLC14,627$1.82M0.4%-17.0%0.002%
5/8/2026 ESL Trust Services LLC171,518$21.32M4.1%+0.6%0.023%
5/7/2026 Legacy Wealth Managment LLC ID2,556$318K0.2%+84.7%0.000%
5/7/2026 Hopwood Financial Services Inc.57,737$7.18M4.8%+0.8%0.008%
5/7/2026 AlTi Global Inc.11,780$1.46M0.0%-5.0%0.002%
5/7/2026 Earned Wealth Advisors LLC195,198$24.27M1.6%+2.8%0.026%
5/7/2026 Allen Investment Management LLC55,865$6.95M0.1%+0.7%0.007%
5/7/2026 Grant Street Asset Management Inc.11,393$1.42M0.3%-21.0%0.002%
5/7/2026 Cornerstone Advisors Asset Management LLC22,052$2.74M0.4%-4.6%0.003%
5/7/2026 Meeder Advisory Services Inc.37,393$4.65M0.2%+3.3%0.005%
5/7/2026 Continuum Wealth Advisors LLC10,882$1.35M0.6%-4.6%0.001%
5/7/2026 Lowe Brockenbrough & Co. Inc.264,601$32.89M1.6%+3.2%0.035%
5/7/2026 Human Investing LLC150,869$18.76M2.7%-10.2%0.020%
5/7/2026 Scarborough Advisors LLC621$77K0.0%N/A0.000%
5/7/2026 Balefire LLC5,076$631K0.1%+3.3%0.001%
5/7/2026 Parallel Advisors LLC91,111$11.33M0.2%+8.4%0.012%
5/7/2026 Resolute Wealth Strategies LLC1,852$230K0.1%N/A0.000%
5/7/2026 Ironwood Investment Counsel LLC4,061$505K0.1%+3.0%0.001%
5/7/2026 Planning Alternatives Ltd. ADV352,704$43.85M5.7%+1.2%0.047%
5/7/2026 Nelson Capital Management LLC8,737$1.09M0.1%-4.9%0.001%
5/7/2026 Decker Wealth Management LLC3,956$492K0.1%N/A0.001%
5/7/2026 Greenwood Gearhart LLC3,876$482K0.0%N/A0.001%
5/7/2026 Missouri Education Pension Trust1,216,674$151.25M51.5%+46.5%0.163%
5/7/2026 Koss Olinger Consulting LLC2,787$346K0.0%-7.6%0.000%
5/7/2026 Next Capital Management LLC49,749$6.18M1.9%+5.9%0.007%
5/7/2026 True North Advisors LLC25,064$3.12M0.4%+157.0%0.003%
5/7/2026 Paradigm Strategies in Wealth Management LLC130,575$16.23M11.0%-6.6%0.017%
5/7/2026 Vision Retirement LLC850$106K0.0%-47.4%0.000%
5/7/2026 Precision Wealth Strategies LLC24,935$3.10M1.0%-14.7%0.003%
5/7/2026 Performa Ltd US LLC66,370$8.25M1.9%-9.7%0.009%
5/7/2026 Spartan Wealth Advisory Services LLC7,844$975K0.1%N/A0.001%
5/7/2026 Crescent Grove Advisors LLC170,449$21.19M2.0%-1.1%0.023%
5/7/2026 Ascent Wealth Partners LLC1,666$207K0.0%-11.5%0.000%
5/6/2026 Sterling Financial Planning Inc.11,126$1.38M0.4%-0.9%0.001%
5/6/2026 Aviance Capital Partners LLC10,354$1.29M0.2%+3.5%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,237$154K0.0%+64.9%0.000%
5/6/2026 GatePass Capital LLC5,768$717K0.3%+14.8%0.001%
5/6/2026 IMA Advisory Services Inc.38,476$4.78M0.5%+2.9%0.005%
5/6/2026 Ceera Investments LLC2,739$340K0.1%+12.5%0.000%
5/6/2026 Clifford Swan Investment Counsel LLC85,615$10.64M0.4%-2.7%0.011%
5/6/2026 Quadrant Private Wealth Management LLC9,684$1.20M0.2%-16.2%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC603,244$82.14M1.1%+21.9%0.081%
5/6/2026 Kesler Norman & Wride LLC4,599$572K0.1%+33.7%0.001%
5/6/2026 Centennial Bank AR 39,956$4.97M1.8%-1.7%0.005%
5/6/2026 Frontier Asset Management LLC359,157$44.65M9.4%+1.8%0.048%
5/6/2026 Simon Quick Advisors LLC10,766$1.34M0.1%+7.4%0.001%
5/6/2026 GS Investments Inc.9,764$1.21M0.7%+0.9%0.001%
5/6/2026 Cornerstone Planning Group LLC5,054$698K0.1%-7.1%0.001%
5/6/2026 Gryphon Financial Partners LLC27,451$3.41M0.3%-4.9%0.004%
5/6/2026 Arcus Capital Partners LLC7,183$893K0.3%-51.8%0.001%
5/6/2026 Hamilton Point Investment Advisors LLC370$46K0.0%-20.8%0.000%
5/6/2026 Modera Wealth Management LLC1,408,253$175.06M2.1%-0.1%0.189%
5/6/2026 Townsend Asset Management Corp NC ADV7,992$993K0.4%-9.7%0.001%
5/6/2026 Advisortrust Partners LLC408$51K0.0%N/A0.000%
5/6/2026 Morling Financial Advisors LLC683$85K0.0%-37.2%0.000%
5/6/2026 Astra Wealth Partners LLC22,121$2.75M1.6%+5.6%0.003%
5/6/2026 Assetmark Inc.1,151,858$143.19M0.3%-0.4%0.154%
5/6/2026 Main Street Group LTD5,653$703K0.2%-2.4%0.001%
5/6/2026 Angeles Wealth Management LLC6,811$847K0.0%-6.9%0.001%
5/6/2026 Clearstead Trust LLC1,967$245K0.0%-7.3%0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.122,300$15.20M0.9%-2.2%0.016%
5/6/2026 Bauman Advisory Group LLC2,507$312K0.2%-93.8%0.000%
5/6/2026 Bessemer Group Inc.949,856$118.08M0.2%+7.1%0.127%
5/6/2026 Avalon Trust Co1,030$128K0.0%+1,484.6%0.000%
5/6/2026 Gerald Baker Financial Group LLC20,134$2.32M0.8%N/A0.003%
5/6/2026 SteelPeak Wealth LLC3,808$473K0.0%+77.2%0.001%
5/6/2026 One Day In July LLC310,418$38.59M3.1%-2.4%0.042%
5/6/2026 Independent Financial Group LLC44,896$5.58M0.2%N/A0.006%
5/6/2026 Helium Advisors LLC8,596$1.07M1.0%+50.9%0.001%
5/5/2026 Quartz Partners LLC4,790$595K0.2%+4.2%0.001%
5/5/2026 BCGM Wealth Management LLC2,010$250K0.1%+4.4%0.000%
5/5/2026 Evergreen Advisors LLC182,591$22.70M5.3%+2.8%0.024%
5/5/2026 Noesis Capital Mangement Corp50,138$6.23M0.9%+0.5%0.007%
5/5/2026 Ridgeline Wealth Planning LLC5,414$673K0.5%-11.4%0.001%
5/5/2026 Vectors Research Management LLC65,320$8.12M2.4%-0.8%0.009%
5/5/2026 Gallagher Capital Advisors LLC27,006$3.36M2.1%-0.4%0.004%
5/5/2026 Rockport Wealth LLC1,996$248K0.0%-66.1%0.000%
5/5/2026 D.A. Davidson & CO.193,084$24.00M0.1%-7.9%0.026%
5/5/2026 Navigation Group LLC6,260$778K0.2%N/A0.001%
5/5/2026 NerdWallet Wealth Partners LLC16,140$2.01M0.9%+53.6%0.002%
5/5/2026 Beaumont Financial Advisors LLC28,434$3.54M0.2%-9.4%0.004%
5/5/2026 Midwest Professional Planners LTD.22,969$2.86M0.7%+3.1%0.003%
5/5/2026 Bank of New York Mellon Corp11,802,794$1.47B0.3%-2.1%1.581%
5/5/2026 Milestone Investment Advisors LLC10,587$1.32M0.3%-6.7%0.001%


IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,009 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 ($4.04B), 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 2,620 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 122,635,406 shares in the last 24 months. This purchase volume represents approximately $14.01B in transactions.

Of the 1,630 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), JPMorgan Chase & Co. ($3.61M), Envestnet Asset Management Inc. ($3.06M), 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 114,425,026 shares in the last 24 months. This volume of shares sold represents approximately $13.47B in transactions.


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This page (NYSEARCA:IJR) was last updated on 5/8/2026 by MarketBeat.com Staff.
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