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

iShares Core S&P Small-Cap ETF logo
$139.20 -0.52 (-0.37%)
As of 01:29 PM Eastern
Compare

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)
1836
Total
Institutional Inflows
(last 12 months)
$13.00B
Number of
Institutional Sellers
(last 12 months)
1593
Total
Institutional Outflows
(last 12 months)
$13.06B
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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
5/29/2026Krane Financial Solutions LLC2,665$331K0.2%N/A0.000%
5/28/2026Cozad Asset Management Inc.50,261$6.25M0.5%+17.7%0.007%
5/27/2026 Alpha Capital Advisors Inc. ADV12,124$1.51M1.4%+1.3%0.002%
5/27/2026 Allen Capital Group LLC10,786$1.34M0.1%-3.4%0.001%
5/27/2026 Wilshire Advisors LLC13,765$1.71M17.2%-5.3%0.002%
5/26/2026 Serenity Investment Advisors4,719$648K0.2%N/A0.001%
5/26/2026 Glenmede Trust Co. NA4,991,783$620.53M3.0%+0.7%0.669%
5/26/2026 Summit Financial Wealth Advisors LLC137,566$17.10M2.4%-3.8%0.018%
5/22/2026 Coastline Complete Wealth LLC89,015$11.07M6.9%+3.4%0.012%
5/22/2026 Independent Wealth Advisors LLC1,838$228K0.2%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC151,007$18.77M0.2%-2.9%0.020%
5/22/2026 Verus Capital Partners LLC38,936$4.84M0.3%-9.4%0.005%
5/21/2026 Essential Partners LLC1,494$186K0.1%+5.5%0.000%
5/21/2026 Vestor Capital LLC29,901$3.72M0.3%+3,709.0%0.004%
5/21/2026 J. Derek Lewis & Associates Inc.1,615$201K0.0%N/A0.000%
5/21/2026 BankChampaign National Association208$26K0.0%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC23,513$2.92M0.2%+0.5%0.003%
5/20/2026 SOA Wealth Advisors LLC.25,079$3.12M0.3%-4.7%0.003%
5/20/2026 TrueWealth Financial Partners2,590$322K0.1%N/A0.000%
5/19/2026 Western Wealth Management LLC46,325$5.76M0.2%+58.9%0.006%
5/19/2026 Winnow Wealth LLC1,979$246K0.2%+842.4%0.000%
5/19/2026 Eley Financial Management Inc30,451$3.79M1.3%+1.5%0.004%
5/19/2026 Cim Investment Management Inc.104,389$12.98M3.5%-0.5%0.014%
5/19/2026 Paragon Private Wealth Management LLC55,242$6.87M2.1%+3.7%0.007%
5/19/2026 Bank of America Corp DE33,815,305$4.20B0.3%+0.6%4.529%
5/19/2026 Vestwell Advisors LLC100,595$12.51M3.4%+7.8%0.013%
5/19/2026 Financial Insights Inc.5,594$695K0.2%+21.8%0.001%
5/19/2026 Centaurus Financial Inc.30,263$3.76M0.2%+1.6%0.004%
5/19/2026 Strategic Investment Advisors MI2,199$273K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC4,065$505K0.1%N/A0.001%
5/19/2026 Arkadios Wealth Advisors206,141$25.63M0.4%-1.4%0.028%
5/19/2026 IFS Group LLC6,502$808K0.7%N/A0.001%
5/19/2026 Arete Wealth Advisors LLC23,513$2.92M0.2%+0.5%0.003%
5/18/2026 Sunbelt Securities Inc.80,619$10.02M0.6%+37.0%0.011%
5/18/2026 EverSource Wealth Advisors LLC10,271$1.28M0.0%-14.6%0.001%
5/18/2026 Talon Private Wealth LLC6,832$849K0.1%N/A0.001%
5/18/2026 Core Wealth Advisors Inc.18,384$2.29M0.5%-3.8%0.002%
5/18/2026 Resources Management Corp CT ADV208$26K0.0%+144.7%0.000%
5/18/2026 Royal Bank of Canada7,399,368$919.82M0.2%+1.5%0.991%
5/18/2026 Richwood Investment Advisors LLC75,170$9.34M7.0%+1.5%0.010%
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5/18/2026 Eley Financial Management Inc29,063$3.61M1.3%-3.2%0.004%
5/18/2026 Empowered Funds LLC114,873$14.28M0.1%-5.6%0.015%
5/18/2026 Evelyn Partners Asset Management Ltd357$44K0.0%N/A0.000%
5/18/2026 Evercore Wealth Management LLC33,942$4.22M0.1%+1.3%0.005%
5/16/2026 Glen Eagle Advisors LLC22,701$2.82M0.4%+3.8%0.003%
5/16/2026 Excelsior Advisor Network LLC6,215$773K0.3%+2.3%0.001%
5/16/2026 Quantinno Capital Management LP84,031$10.45M0.0%+6.9%0.011%
5/16/2026 Lazard Asset Management LLC271,139$33.71M0.1%-0.7%0.036%
5/15/2026 Gateway Wealth Partners LLC94,359$11.73M0.5%+165.1%0.013%
5/15/2026 Quadcap Wealth Management LLC14,918$1.86M0.2%-4.5%0.002%
5/15/2026 Everest Financial Group LLC3,682$458K0.1%+11.4%0.000%
5/15/2026 Van Diest Capital LLC1,886$234K0.2%-5.7%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT18,246$2.27M0.0%-1.9%0.002%
5/15/2026 Vawter Financial Ltd.26,426$3.29M1.4%-12.3%0.004%
5/15/2026 Matrix Private Capital Group LLC81,238$10.10M4.9%N/A0.011%
5/15/2026 Waverly Advisors LLC107,304$13.34M0.1%-0.2%0.014%
5/15/2026 Asset Management Group Inc.28,889$3.59M0.6%+0.3%0.004%
5/15/2026 Wealth Alliance LLC21,349$2.65M0.3%-12.2%0.003%
5/15/2026 Vivaldi Capital Management LP11,832$1.47M0.2%-0.7%0.002%
5/15/2026 St. Louis Trust Co549,283$68.28M8.0%-2.2%0.074%
5/14/2026 Sentinel Advisory Group LLC6,913$859K0.4%N/A0.001%
5/14/2026 Gamco Investors INC. ET AL4,400$547K0.0%+2.0%0.001%
5/14/2026 Hilltop Holdings Inc.35,899$4.46M0.4%-14.8%0.005%
5/14/2026 Rockbridge Investment Management LCC2,475$308K0.0%-7.3%0.000%
5/14/2026 GC Wealth Management RIA LLC18,462$2.30M0.1%+1.1%0.002%
5/14/2026 Aristides Capital LLC72,428$9.00M1.5%+15.5%0.010%
5/14/2026 Compound Planning Inc.91,049$11.32M0.3%+6.1%0.012%
5/14/2026 Klingman & Associates LLC592,795$73.69M3.5%+4.5%0.079%
5/14/2026 Modern Wealth Management LLC121,531$15.18M0.3%-0.7%0.016%
5/14/2026 Keebeck Wealth Management22,968$2.86M0.3%-15.5%0.003%
5/14/2026 Trustees of Dartmouth College136,011$16.91M6.7%-22.1%0.018%
5/14/2026 Bank of Nova Scotia179,710$22.34M0.0%+0.6%0.024%
5/14/2026 Dickmeyer Boyce Financial Management Inc.1,915$238K0.1%N/A0.000%
5/14/2026 Sei Investments Co.31,507$3.92M0.0%+13.6%0.004%
5/14/2026 Davis R M Inc.19,875$2.47M0.0%-7.5%0.003%
5/14/2026 Lido Advisors LLC632,966$78.69M0.2%+0.6%0.085%
5/14/2026 Monograph Wealth Advisors LLC1,617$201K0.0%-21.0%0.000%
5/14/2026 New England Professional Planning Group Inc.177,333$22.04M9.2%+1.6%0.024%
5/13/2026 Wealthspire Retirement LLC175,565$21.83M1.3%+15.3%0.024%
5/13/2026 American Investment Services Inc.5,437$676K0.2%-2.9%0.001%
5/13/2026 Lavaca Capital LLC899$112K0.0%-44.5%0.000%
5/13/2026 Aureus Asset Management LLC2,674$332K0.0%N/A0.000%
5/13/2026 Clearwater Capital Advisors LLC9,471$1.18M0.1%-8.6%0.001%
5/13/2026 NewEdge Wealth LLC131,858$16.39M0.2%+5.2%0.018%
5/13/2026 Arvest Bank Trust Division73,187$9.10M0.5%-0.6%0.010%
5/13/2026 Alpha Financial Partners LLC31,350$3.90M2.3%-3.4%0.004%
5/13/2026 WealthCollab LLC502$62K0.0%-20.7%0.000%
5/13/2026 First Citizens Bank & Trust Co.74,478$9.26M0.2%-5.0%0.010%
5/13/2026 Alesco Advisors LLC An ESL Co2,240,064$278.46M7.1%-3.0%0.300%
5/13/2026 Acumen Wealth Advisors LLC85,138$10.58M2.8%+2,132.2%0.011%
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5/13/2026 First Trust Advisors LP3,316$412K0.0%-28.7%0.000%
5/12/2026 Marin Bay Wealth Advisors LLC20,298$2.52M0.8%-4.8%0.003%
5/12/2026 Insight Advisors LLC PA7,409$921K0.2%-6.4%0.001%
5/12/2026 Fortis Capital Management LLC3,134$390K0.0%+75.9%0.000%
5/12/2026 Bellwether Advisors LLC46,968$5.84M1.0%+4.4%0.006%
5/8/2026 Pacific Sun Financial Corp7,890$981K0.5%-1.9%0.001%
5/8/2026 PNC Financial Services Group Inc.7,569,528$940.97M0.5%-4.9%1.014%
5/8/2026 HORAN Wealth LLC279,520$33.64M3.2%+100.0%0.037%
5/8/2026 Burling Wealth Partners LLC129,831$16.14M2.6%+0.3%0.017%
5/8/2026 Summit Asset Management LLC176,664$21.96M3.1%+1.4%0.024%


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 ($4.20B), 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 2,615 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 112,866,688 shares in the last 24 months. This purchase volume represents approximately $13.00B in transactions.

Of the 1,593 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 110,413,867 shares in the last 24 months. This volume of shares sold represents approximately $13.06B in transactions.


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This page (NYSEARCA:IJR) was last updated on 5/29/2026 by MarketBeat.com Staff.
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