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

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$106.33
+1.59 (+1.52%)
(As of 05/2/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Number of
Institutional Buyers
(last 12 months)
1634
Total
Institutional Inflows
(last 12 months)
$8.07B
Number of
Institutional Sellers
(last 12 months)
1215
Total
Institutional Outflows
(last 12 months)
$5.36B
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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
5/3/2024Proficio Capital Partners LLC11,773$1.30M0.1%+260.3%0.002%
5/3/2024Absolute Capital Management LLC20,937$2.31M1.5%N/A0.003%
5/3/2024Meridian Management Co.113,153$12.51M3.4%+3.5%0.016%
5/3/2024Whittier Trust Co. of Nevada Inc.246,525$27.25M0.8%+0.3%0.034%
5/3/2024Patron Partners LLC2,275$251K0.2%N/A0.000%
5/3/2024Whittier Trust Co.582,706$64.40M0.9%+4.7%0.080%
5/2/2024Mutual Advisors LLC46,213$5.11M0.2%+8.7%0.006%
5/2/2024Paradigm Strategies in Wealth Management LLC143,993$15.91M9.8%+0.9%0.020%
5/2/2024Smart Money Group LLC4,472$467K0.2%+26.0%0.001%
5/2/2024Salomon & Ludwin LLC149,739$16.55M1.4%-3.1%0.021%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC293,332$32.42M0.7%+1.1%0.040%
5/2/2024First Command Advisory Services Inc.8,597,327$950.74M10.0%-9.8%1.185%
5/2/2024Financial Counselors Inc.268,577$29.68M0.5%+16.6%0.037%
5/2/2024Shoker Investment Counsel Inc.264,727$28.96M10.3%+1.7%0.036%
5/2/2024Mutual of America Capital Management LLC29,073$3.21M0.0%-8.5%0.004%
5/2/2024Hudock Inc.269,106$29.74M6.6%+0.2%0.037%
5/2/2024Conservest Capital Advisors Inc.208,377$23.03M2.3%-39.1%0.029%
5/2/2024Summit Financial Wealth Advisors LLC141,659$15.66M3.2%+6.1%0.020%
5/2/2024Baron Silver Stevens Financial Advisors LLC155,796$17.22M3.3%-0.1%0.021%
5/2/2024FinTrust Capital Advisors LLC114,041$12.60M2.4%-0.8%0.016%
5/2/2024Lionsbridge Wealth Management LLC25,099$2.77M2.1%-9.5%0.003%
5/2/2024Graypoint LLC338,394$37.40M2.7%+13.2%0.047%
5/2/2024Hardy Reed LLC132,438$14.64M1.8%-1.6%0.018%
5/2/2024Stack Financial Management Inc479,015$52.94M4.9%N/A0.066%
5/2/2024Lwmg LLC12,461$1.38M0.3%-4.7%0.002%
5/2/2024Haverford Trust Co2,158,804$238.59M2.5%+3.6%0.298%
5/2/2024Consolidated Planning Corp88,777$9.81M1.7%-5.6%0.012%
5/2/2024Pittenger & Anderson Inc.204,556$22.61M0.9%+5.0%0.028%
5/2/2024Quent Capital LLC1,618$179K0.0%+133.5%0.000%
5/2/2024GSB Wealth Management LLC18,082$2.00M0.6%+2.3%0.002%
5/2/2024Gilbert & Cook Inc.13,069$1.44M0.2%-3.0%0.002%
5/2/2024Horan Securities Inc.197,133$21.79M10.3%-40.1%0.027%
5/2/2024Clear Investment Research LLC21,481$2.37M3.2%+3.4%0.003%
5/2/2024Vantage Financial Partners LLC193,252$21.36M5.7%+0.8%0.027%
5/2/2024Lincoln National Corp169,430$18.73M0.3%+5.6%0.023%
5/2/2024Bryn Mawr Capital Management LLC65,784$7.27M0.4%+135.5%0.009%
5/2/2024Fidelis Capital Partners LLC30,886$3.41M0.6%+22.6%0.004%
5/2/2024Goelzer Investment Management Inc.611,404$67.57M3.8%+13.3%0.084%
5/2/2024St. Louis Trust Co558,948$61.76M9.7%+0.6%0.077%
5/2/2024Alliance Wealth Management Group35,370$3.91M1.1%+1.3%0.005%
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5/2/2024 Family Firm Inc.30,830$3.41M0.8%-0.9%0.004%
5/2/2024 Crown Wealth Group LLC2,485$275K0.1%N/A0.000%
5/2/2024 Lewis Asset Management LLC25,387$2.81M2.3%+4.0%0.003%
5/2/2024 Seelaus Asset Management LLC3,877$428K0.4%-11.7%0.001%
5/2/2024 Moloney Securities Asset Management LLC15,945$1.76M0.3%+5.2%0.002%
5/2/2024 Hunter Associates Investment Management LLC4,262$471K0.1%-2.3%0.001%
5/2/2024 Hollencrest Capital Management13,212$1.46M0.1%+60.9%0.002%
5/2/2024 Palisade Asset Management LLC29,973$3.31M0.3%+2.0%0.004%
5/2/2024 Greenwood Capital Associates LLC106,932$11.82M1.6%+5.5%0.015%
5/1/2024 Stone Point Wealth LLC35,965$3.98M1.4%+11.3%0.005%
5/1/2024 StoneX Group Inc.90,940$10.05M1.1%-7.3%0.012%
5/1/2024 Resonant Capital Advisors LLC219,914$24.31M2.1%+4.3%0.030%
5/1/2024 Connecticut Wealth Management LLC885,811$97.90M5.2%+6.1%0.122%
5/1/2024 Janney Capital Management LLC6,000$663K0.0%-3.8%0.001%
5/1/2024 KFA Private Wealth Group LLC135,317$14.96M4.6%+2.6%0.019%
5/1/2024 Janney Montgomery Scott LLC727,957$80.45M0.2%-6.5%0.100%
5/1/2024 Fairhaven Wealth Management LLC131,308$14.51M5.0%-11.8%0.018%
5/1/2024 BNP Paribas Financial Markets184,990$20.45M0.0%+35.8%0.025%
5/1/2024 Peterson Wealth Services3,305$365K0.1%-10.3%0.000%
5/1/2024 CWS Financial Advisors LLC158,763$17.55M7.2%+3.2%0.022%
5/1/2024 Blue Trust Inc.12,581$1.39M0.0%-7.8%0.002%
5/1/2024 TKG Advisors LLC32,301$3.57M2.0%-37.9%0.004%
5/1/2024 Source Financial Advisors LLC7,049$779K0.2%+27.3%0.001%
5/1/2024 Ballast Advisors LLC4,058$448K0.2%-8.3%0.001%
5/1/2024 Klingman & Associates LLC497,202$54.95M3.8%+3.6%0.068%
5/1/2024 Alta Wealth Advisors LLC5,343$591K0.3%-41.3%0.001%
5/1/2024 Ascent Wealth Partners LLC2,119$234K0.0%-75.9%0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.82,000$9.06M0.0%-25.5%0.011%
5/1/2024 Concourse Financial Group Securities Inc.117,148$12.95M0.8%-7.2%0.016%
5/1/2024 BOK Financial Private Wealth Inc.293,997$32.49M2.4%+7.1%0.040%
5/1/2024 Colony Family Offices LLC234,672$25.94M8.4%+1.1%0.032%
5/1/2024 Avior Wealth Management LLC194,084$21.45M1.0%-2.7%0.027%
5/1/2024 Grant Street Asset Management Inc.22,194$2.45M0.8%+8.0%0.003%
5/1/2024 Mission Wealth Management LP449,015$49.63M1.3%+1.9%0.062%
5/1/2024 Parthenon LLC49,993$5.53M0.7%+13.9%0.007%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.33,031$3.65M0.3%-2.0%0.005%
5/1/2024 Sequoia Financial Advisors LLC796,980$88.08M1.1%+2.2%0.109%
5/1/2024 Lineweaver Wealth Advisors LLC19,968$2.21M0.5%-1.2%0.003%
5/1/2024 Diversify Advisory Services LLC13,456$1.47M0.1%N/A0.002%
4/30/2024 Private Advisor Group LLC538,327$59.50M0.4%+0.1%0.074%
4/30/2024 Consolidated Portfolio Review Corp11,539$1.28M0.3%-12.6%0.002%
4/30/2024 J.W. Cole Advisors Inc.63,678$7.02M0.4%-10.6%0.009%
4/30/2024 Stephenson & Company Inc.46,544$5.14M3.8%+10.3%0.006%
4/30/2024 TFC Financial Management Inc.15,157$1.68M0.3%-4.7%0.002%
4/30/2024 North Star Investment Management Corp.5,601$619K0.0%+18.0%0.001%
4/30/2024 Norden Group LLC2,125$235K0.0%N/A0.000%
4/30/2024 Culbertson A N & Co. Inc.16,316$1.80M0.3%+26.9%0.002%
4/30/2024 SWS Partners50,265$5.56M1.7%N/A0.007%
4/30/2024 Saxony Capital Management LLC10,239$1.13M1.4%+21.9%0.001%
4/30/2024 Beam Wealth Advisors Inc.4,301$475K0.3%+107.8%0.001%
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4/30/2024 HB Wealth Management LLC77,104$8.52M0.1%-24.1%0.011%
4/30/2024 SpiderRock Advisors LLC4,361$461K0.0%N/A0.001%
4/30/2024 Foundry Financial Group Inc.7,663$847K0.6%-30.4%0.001%
4/30/2024 West Bancorporation Inc.2,823$312K0.2%-29.7%0.000%
4/30/2024 BlueChip Wealth Advisors LLC11,463$1.27M0.8%+3.7%0.002%
4/30/2024 Summit Place Financial Advisors LLC35,860$3.96M2.3%+23.2%0.005%
4/30/2024 Valley Forge Investment Consultants Inc. ADV154,673$17.10M6.7%+5.6%0.021%
4/30/2024 Strategic Wealth Partners Group LLC323,469$35.75M3.9%-0.5%0.044%
4/30/2024 SWP Financial LLC61,262$6.75M4.7%+7.2%0.008%
4/30/2024 Granite Bay Wealth Management LLC69,086$7.64M4.3%-32.6%0.009%
(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, 2,501 institutional investors and hedge funds held shares of iShares Core S&P Small-Cap ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($4.95T), TFO Wealth Partners LLC ($10.11B), Bank of America Corp DE ($2.70B), Northwestern Mutual Wealth Management Co. ($2.57B), Wells Fargo & Company MN ($1.79B), Morgan Stanley ($1.75B), and Bank of New York Mellon Corp ($1.67B).Learn more on IJR's institutional investors.

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

Of the 2,216 institutional investors that purchased iShares Core S&P Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($11.72M), International Assets Investment Management LLC ($4.42M), Northwestern Mutual Wealth Management Co. ($4.31M), UBS Asset Management Americas Inc. ($3.55M), Northwestern Mutual Investment Management Company LLC ($3.55M), Bank of New York Mellon Corp ($3.40M), and Citigroup Inc. ($2.82M).

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

Institutional investors have bought a total of 164,110,819 shares in the last 24 months. This purchase volume represents approximately $16.03B in transactions.

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

Of the 1,710 institutional investors that sold iShares Core S&P Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($19.93M), US Bancorp DE ($3.58M), Wells Fargo & Company MN ($3.41M), Cresset Asset Management LLC ($2.45M), LPL Financial LLC ($2.44M), CWM LLC ($2.28M), and Bank of New York Mellon Corp ($2.02M).

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

Institutional investors have sold a total of 109,394,726 shares in the last 24 months. This volume of shares sold represents approximately $10.69B in transactions.


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This page (NYSEARCA:IJR) was last updated on 5/3/2024 by MarketBeat.com Staff

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