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

iShares Core S&P Small-Cap ETF logo
$142.92 -1.33 (-0.92%)
As of 11:35 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)
1660
Total
Institutional Inflows
(last 12 months)
$8.27B
Number of
Institutional Sellers
(last 12 months)
1367
Total
Institutional Outflows
(last 12 months)
$11.43B
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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
9/9/2026 Wilshire Advisors LLC8,259$1.23M11.9%-40.0%0.001%
9/9/2026 Plimoth Trust Co. LLC12,894$1.91M0.4%+2.9%0.002%
9/9/2026 Capital Analysts LLC92,927$13.78M0.3%+0.8%0.012%
9/9/2026 Summit Financial Strategies Inc.340,374$50.48M3.5%+5.2%0.045%
9/9/2026 SVB Wealth LLC49,797$7.39M0.4%-3.0%0.007%
9/9/2026 Capital Advantage Inc.42,688$6.33M0.8%-2.2%0.006%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC146,097$21.67M1.3%-5.0%0.019%
9/9/2026 NorthRock Partners LLC262,654$38.95M0.6%-4.4%0.035%
9/9/2026 Integrated Wealth Concepts LLC188,377$27.94M0.2%+4.8%0.025%
9/9/2026 Community Bank N.A.121,836$18.07M1.9%+7.1%0.016%
9/9/2026 RFG Advisory LLC82,128$12.18M0.2%+1.0%0.011%
9/9/2026 NewEdge Advisors LLC603,283$89.47M0.3%+2.9%0.080%
9/9/2026 Colony Family Offices LLC296,366$43.95M9.7%-2.3%0.039%
9/9/2026 GFG Capital LLC1,377$204K0.0%-39.9%0.000%
9/9/2026 IFP Advisors Inc108,901$16.15M0.3%+1.9%0.014%
9/9/2026 Baird Financial Group Inc.6,603,976$979.44M1.3%+2.2%0.876%
9/9/2026 Performa Ltd US LLC63,258$9.38M1.4%-4.7%0.008%
9/9/2026 One Charles Private Wealth Services LLC1,551$230K0.1%N/A0.000%
9/9/2026 XY Planning Network Inc.12,313$1.83M0.2%+1.3%0.002%
9/8/2026 New England Professional Planning Group Inc.177,489$26.32M9.8%+0.1%0.024%
9/8/2026 Ramsay Stattman Vela & Price Inc.17,274$2.56M0.5%+4.0%0.002%
9/8/2026 Hudock Inc.268,825$39.87M5.1%-2.7%0.036%
9/8/2026 Allworth Financial LP1,167,827$173.20M0.7%-6.1%0.155%
9/8/2026 Waverly Advisors LLC141,447$20.98M0.1%+31.8%0.019%
9/8/2026 Bank OZK6,397$949K0.3%-1.6%0.001%
9/3/2026 Anchor Capital Advisors LLC2,140$317K0.0%-25.7%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group7,788$1.16M0.1%+3.1%0.001%
9/2/2026 Second Line Capital LLC15,420$2.29M0.4%+1.4%0.002%
9/2/2026 Kinetic Wealth Investment Advisors LLC3,388$503K0.2%N/A0.000%
9/2/2026 Range Advisory LLC317,779$47.13M5.6%+42.4%0.042%
9/2/2026 Capital & Planning LLC36,005$5.34M2.8%-0.3%0.005%
9/2/2026 Brown Lisle Cummings Inc.4,214$625K0.1%-4.4%0.001%
9/1/2026 Planning Project LLC197,821$28.57M5.7%N/A0.026%
8/28/2026 Cornerstone Financial Management LLC1,749$259K0.2%-7.0%0.000%
8/27/2026 Corient Private Wealth LP2,300,207$341.14M0.5%+9.0%0.305%
8/27/2026 Tucker Asset Management LLC1,111$165K0.0%-63.9%0.000%
8/26/2026 HORAN Wealth LLC118,870$17.63M2.2%-57.5%0.016%
8/26/2026 HighTower Advisors LLC3,320,768$492.50M0.5%-5.8%0.441%
8/25/2026 Tobias Financial Advisors Inc.2,053$304K0.0%-10.1%0.000%
8/25/2026 Financial Insights Inc.4,594$681K0.2%-17.9%0.001%
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8/24/2026 Serenity Investment Advisors4,859$711K0.3%+3.0%0.001%
8/24/2026 Carlson Financial Inc.1,568$232K0.1%N/A0.000%
8/23/2026 Studio Investment Management LLC3,915$581K0.1%-12.8%0.001%
8/23/2026 Washington Trust Advisors Inc.5,678$842K0.1%-4.9%0.001%
8/23/2026 Ameritas Advisory Services LLC160,052$23.74M0.5%+128.4%0.021%
8/23/2026 Guardian Wealth Advisors LLC NC8,341$1.24M0.1%-3.9%0.001%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.7,346$1.09M0.3%+1.1%0.001%
8/23/2026 Wedmont Private Capital45,473$6.62M0.2%+9.8%0.006%
8/23/2026 Kintra Wealth LLC278,262$41.66M2.2%+15.4%0.037%
8/23/2026 Morling Financial Advisors LLC868$129K0.0%+27.1%0.000%
8/23/2026 Melone Private Wealth LLC114,038$16.91M5.2%-1.0%0.015%
8/23/2026 Magnolia Wealth Management LLC91,403$13.56M7.1%+4.3%0.012%
8/23/2026 SFG Wealth Management LLC.4,043$600K0.2%-13.3%0.001%
8/23/2026 Beaird Harris Wealth Management LLC1,189$176K0.0%-5.5%0.000%
8/23/2026 Insight Inv LLC1,716$254K0.1%-5.5%0.000%
8/23/2026 Operose Advisors LLC88,580$13.14M2.5%-1.8%0.012%
8/23/2026 HB Wealth Management LLC296,271$43.94M0.2%+21.2%0.039%
8/23/2026 Nilsine Partners LLC4,117$611K0.0%+3.3%0.001%
8/23/2026 Asset Allocation Strategies LLC75,839$11.25M1.7%+3.0%0.010%
8/23/2026 Fortitude Advisory Group L.L.C.6,129$909K0.3%+33.2%0.001%
8/23/2026 Angeles Wealth Management LLC7,902$1.17M0.0%+16.0%0.001%
8/23/2026 Azimuth Capital Investment Management LLC15,270$2.27M0.1%+17.1%0.002%
8/23/2026 Riverview Capital Advisers LLC7,477$1.11M0.3%+113.0%0.001%
8/22/2026 Compass Financial Management LLC7,516$1.12M0.1%N/A0.001%
8/22/2026 NBH Bank15,827$2.35M1.0%N/A0.002%
8/22/2026 Gainline Financial Partners LLC7,464$1.11M1.0%N/A0.001%
8/22/2026 William John Sempolinski11,833$1.76M0.7%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC10,385$1.54M0.5%N/A0.001%
8/22/2026 Old Mission Investment Co LLC35,000$5.19M1.1%N/A0.005%
8/22/2026 Montgomery Financial Services LLC404$60K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC2,440$362K0.2%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC430$64K0.1%N/A0.000%
8/22/2026 TOP Private Wealth LLC.3,140$466K0.4%N/A0.000%
8/22/2026 Strive Financial Group LLC21,644$3.21M1.4%-4.0%0.003%
8/22/2026 Jeter Robert S II32,997$4.80M4.5%+1.6%0.004%
8/22/2026 Aureum Wealth Management LLC35,191$5.22M3.2%+4.1%0.005%
8/22/2026 Cooke Wealth Management LLC40,910$6.07M5.0%-2.4%0.005%
8/22/2026 Mann Financial Group Inc.20,367$3.02M2.5%+2.2%0.003%
8/22/2026 Cornerstone Advisors Asset Management LLC20,451$3.03M0.4%-7.3%0.003%
8/22/2026 Jim Saulnier & Associates LLC2,109$313K0.1%+15.2%0.000%
8/22/2026 Shum Financial Group Inc.2,305$342K0.2%+29.6%0.000%
8/22/2026 SMART Wealth LLC3,886$576K0.1%N/A0.001%
8/22/2026 Investor s Fiduciary Advisor Network LLC2,817$417K0.1%-42.3%0.000%
8/22/2026 Legacy Wealth Managment LLC ID3,793$563K0.2%+48.4%0.001%
8/22/2026 Rik Saylor Financial Inc.12,612$1.87M1.2%-2.0%0.002%
8/22/2026 Tudor Financial Inc.11,556$1.71M0.8%-38.0%0.002%
8/22/2026 NWF Advisory Services Inc.10,017$1.49M0.1%+6.3%0.001%
8/22/2026 Tassel Capital Management Inc.3,173$471K0.2%-29.9%0.000%
8/22/2026 TD Waterhouse Canada Inc.103,538$15.29M0.0%-1.2%0.014%
8/22/2026 Syntax Research Inc.32,925$4.88M3.6%+1.8%0.004%
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8/22/2026 Premier Path Wealth Partners LLC31,943$4.74M0.5%-30.8%0.004%
8/22/2026 United Community Bank24,222$3.59M1.2%+2.9%0.003%
8/22/2026 Kickstand Ventures LLC.1,414$210K0.0%N/A0.000%
8/22/2026 Lakeshore Financial Planning Inc.41,028$6.09M2.0%+1.4%0.005%
8/22/2026 Concurrent Investment Advisors LLC542,141$80.41M0.7%+43.8%0.072%
8/21/2026 Alley Investment Management Company LLC69,457$10.30M1.2%-1.2%0.009%
8/21/2026 Integrity Financial Corp WA305$45K0.0%N/A0.000%
8/21/2026 High Net Worth Advisory Group LLC14,694$2.18M0.5%-2.4%0.002%
8/21/2026 KFG Wealth Management LLC2,734$405K0.0%+37.0%0.000%
8/21/2026 Kraft Davis & Associates LLC1,753$252K0.1%-4.7%0.000%


IJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,991 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), Morgan Stanley ($2.17B), LPL Financial LLC ($2.11B), and Kingstone Capital Partners Texas LLC ($2.05B).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 2,592 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), Mullooly Asset Management Inc. ($6.79M), Northwestern Mutual Wealth Management Co. ($5.57M), and LPL Financial LLC ($3.57M).

Institutional investors have bought a total of 67,634,310 shares in the last 24 months. This purchase volume represents approximately $8.27B in transactions.

Of the 1,367 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. ($2.79M), First Command Advisory Services Inc. ($2.76M), Envestnet Asset Management Inc. ($2.07M), Financial Engines Advisors L.L.C. ($1.88M), and Wealthspire Advisors LLC ($1.81M).

Institutional investors have sold a total of 95,160,508 shares in the last 24 months. This volume of shares sold represents approximately $11.43B 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 9/9/2026. New 13F filings are added each quarter as they're published.
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