IJR Institutional Ownership
iShares Core S&P Small-Cap ETF
1W: +0.2%
1M: -3.7%
3M: -5.7%
YTD: +14.1%
1Y: +16.8%
3Y: +53.4%
5Y: +34.8%
$138.52
+1.55 (+1.13%)
Weekly Expected Move ±1.4%
$135
$137
$139
$140
$142
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — IJR
2,940
Institutional Holders
+63 vs prior quarter
0.0%
Ownership
+0.00pp
83B
Total Invested
223
New Positions
1135
Increased
1233
Reduced
84
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3064 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 44,570,998 | 6.2B | +1,132,592 | +2.6% | 75Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 33,264,973 | 4.6B | -550,332 | -1.6% | 15Q | SEC ↗ |
| 3 | FMR LLC | 24,758,624 | 3.4B | +1,181,684 | +5.0% | 88Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 22,721,296 | 3.1B | +2,856,629 | +14.4% | 26Q | SEC ↗ |
| 5 | MORGAN STANLEY | 19,117,415 | 2.6B | +884,035 | +4.8% | 60Q | SEC ↗ |
| 6 | LPL Financial LLC | 16,331,080 | 2.3B | -307,924 | -1.9% | 54Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 16,219,396 | 2.2B | -1,667,137 | -9.3% | 78Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 14,487,402 | 2.0B | -236,203 | -1.6% | 100Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 14,111,531 | 2.0B | -27,196 | -0.2% | 7Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 11,648,436 | 1.6B | -154,358 | -1.3% | 76Q | SEC ↗ |
| 11 | UBS Group AG | 10,230,929 | 1.4B | +76,337 | +0.8% | 47Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 9,576,682 | 1.3B | +21,593 | +0.2% | 100Q | SEC ↗ |
| 13 | BlackRock, Inc. | 8,496,986 | 1.2B | -514,643 | -5.7% | 8Q | SEC ↗ |
| 14 | PNC Financial Services Group, Inc. | 7,491,671 | 1.0B | -77,857 | -1.0% | 15Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 7,471,547 | 1.0B | +72,179 | +1.0% | 83Q | SEC ↗ |
| 16 | Financial Engines Advisors L.L.C. | 7,373,661 | 1.0B | -346,796 | -4.5% | 30Q | SEC ↗ |
| 17 | First Command Advisory Services, Inc. | 6,608,310 | $915M | +95,383 | +1.5% | 33Q | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 6,603,976 | $915M | +139,898 | +2.2% | 45Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 6,520,699 | $903M | -67,610 | -1.0% | 15Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 5,463,960 | $757M | +546,567 | +11.1% | 53Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 5,328,597 | $738M | +2,593,747 | +94.8% | 92Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL INVESTMENT MANAGEM | 5,014,613 | $695M | -248,915 | -4.7% | 42Q | SEC ↗ |
| 23 | GLENMEDE TRUST CO NA | 4,979,028 | $690M | -12,755 | -0.3% | 3Q | SEC ↗ |
| 24 | US BANCORP \DE | 4,737,329 | $656M | -123,544 | -2.5% | 102Q | SEC ↗ |
| 25 | REGIONS FINANCIAL CORP | 4,081,060 | $565M | +69,700 | +1.7% | 60Q | SEC ↗ |
| 26 | BANK OF MONTREAL /CAN | 3,996,639 | $554M | +2,305,774 | +136.4% | 53Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 3,992,771 | $553M | -258,241 | -6.1% | 16Q | SEC ↗ |
| 28 | KEYBANK NATIONAL ASSOCIATION/OH | 3,992,726 | $553M | +153,789 | +4.0% | 99Q | SEC ↗ |
| 29 | NATIXIS ADVISORS, LLC | 3,957,643 | $548M | +1,077,043 | +37.4% | 41Q | SEC ↗ |
| 30 | Acorns Advisers, LLC | 3,675,530 | $509M | +39,103 | +1.1% | 24Q | SEC ↗ |
| 31 | Cerity Partners LLC | 3,587,574 | $497M | +11,666 | +0.3% | 36Q | SEC ↗ |
| 32 | FIFTH THIRD BANCORP | 3,381,139 | $468M | +164,797 | +5.1% | 26Q | SEC ↗ |
| 33 | Cresset Asset Management, LLC | 3,353,475 | $465M | +70,133 | +2.1% | 31Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 3,320,768 | $460M | -203,472 | -5.8% | 69Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 2,811,720 | $389M | -77,535 | -2.7% | 43Q | SEC ↗ |
| 36 | Provida Pension Fund Administrator | 2,620,126 | $363M | -479,755 | -15.5% | 37Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 2,474,395 | $343M | -225,092 | -8.3% | 35Q | SEC ↗ |
| 38 | Nationwide Fund Advisors | 2,444,492 | $339M | -239,513 | -8.9% | 20Q | SEC ↗ |
| 39 | Catalyst Capital Advisors LLC | 2,433,988 | $337M | -24,208 | -1.0% | 26Q | SEC ↗ |
| 40 | Millburn Ridgefield LLC /DE | 2,433,988 | $337M | -24,208 | -1.0% | 26Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 2,300,207 | $319M | +189,266 | +9.0% | 15Q | SEC ↗ |
| 42 | Circle Wealth Management, LLC | 2,289,109 | $317M | +5 | +0.0% | 23Q | SEC ↗ |
| 43 | Pathstone Holdings, LLC | 2,241,453 | $310M | -99,763 | -4.3% | 11Q | SEC ↗ |
| 44 | Alesco Advisors, LLC, An ESL Co | 2,208,976 | $306M | -31,088 | -1.4% | 91Q | SEC ↗ |
| 45 | HUNTINGTON NATIONAL BANK | 2,196,155 | $304M | +28,141 | +1.3% | 83Q | SEC ↗ |
| 46 | Valeo Financial Advisors, LLC | 2,136,481 | $296M | +15,229 | +0.7% | 36Q | SEC ↗ |
| 47 | MAI Capital Management | 2,048,983 | $284M | +79,301 | +4.0% | 47Q | SEC ↗ |
| 48 | Wealthspire Advisors, LLC | 2,025,543 | $281M | +84,483 | +4.4% | 31Q | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 1,893,254 | $262M | +127,790 | +7.2% | 34Q | SEC ↗ |
| 50 | BROWN ADVISORY INC | 1,778,922 | $246M | +468,045 | +35.7% | 64Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 440,895 | $61M |
| WIT, LLC | 357,908 | $50M |
| CAPE COD FIVE CENTS SAVINGS BANK | 198,503 | $27M |
| Planning Project LLC | 197,821 | $27M |
| New Harbor Financial Group, LLC | 188,643 | $26M |
| TRUST CO OF VERMONT | 172,840 | $24M |
| Weiss Asset Management LP | 171,653 | $24M |
| Royal Fund Management, LLC | 126,760 | $18M |
| PRUDENTIAL PLC | 117,650 | $16M |
| IFG Advisory, LLC | 104,814 | $15M |
| Nan Shan Life Insurance Co., Ltd. | 66,250 | $9M |
| Diversify Advisory Services, LLC | 57,082 | $8M |
| J.W. COLE ADVISORS, INC. | 55,191 | $8M |
| Schonfeld Strategic Advisors LLC | 53,662 | $7M |
| Odyssey Group, LLC | 48,784 | $7M |
| Copper Harbor Investment Advisors, | 37,671 | $5M |
| TORONTO DOMINION BANK | 34,625 | $5M |
| Coppell Advisory Solutions LLC | 30,936 | $4M |
| NorthStar Asset Management LLC /NJ | 28,891 | $4M |
| ALONGSIDE, LLC | 23,403 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MASON STREET ADVISORS, LLC | 639,005 | $89M |
| Constellation Investments, Inc. | 200,000 | $28M |
| Baer Investment Advisory LLC | 156,215 | $22M |
| Trustees of Dartmouth College | 136,011 | $19M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 127,636 | $18M |
| Dynasty Wealth Management, LLC | 106,106 | $15M |
| D. E. Shaw & Co., Inc. | 95,296 | $13M |
| Corecam Pte. Ltd. | 88,730 | $12M |
| SIH Partners, LLLP | 75,956 | $11M |
| Polianta Ltd | 73,700 | $10M |
| Aristides Capital LLC | 72,428 | $10M |
| Sage Advisory Services, Ltd.Co. | 60,625 | $8M |
| TD Asset Management Inc | 56,038 | $8M |
| Mandatum Life Insurance Co Ltd | 48,720 | $7M |
| PLANWISER FINANCIAL, LLC | 43,587 | $6M |
| Corecam AG | 39,850 | $6M |
| Split Rock Private Trading & Wealth | 37,567 | $5M |
| MARVIN & PALMER ASSOCIATES INC | 35,470 | $5M |
| 360 Financial, Inc. | 27,723 | $4M |
| Klaas Financial Asset Advisors, LLC | 26,224 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +2,856,629 | +14.4% | 22,721,296 |
| JPMORGAN CHASE & CO | +2,593,747 | +94.8% | 5,328,597 |
| BANK OF MONTREAL /CAN | +2,305,774 | +136.4% | 3,996,639 |
| FMR LLC | +1,181,684 | +5.0% | 24,758,624 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,132,592 | +2.6% | 44,570,998 |
| NATIXIS ADVISORS, LLC | +1,077,043 | +37.4% | 3,957,643 |
| MORGAN STANLEY | +884,035 | +4.8% | 19,117,415 |
| TRUIST FINANCIAL CORP | +546,567 | +11.1% | 5,463,960 |
| BROWN ADVISORY INC | +468,045 | +35.7% | 1,778,922 |
| BESSEMER GROUP INC | +435,599 | +45.9% | 1,385,455 |
| Venturi Wealth Management, LLC | +371,632 | +267.2% | 510,727 |
| Bluespring Wealth Management, LLC | +313,517 | +12251.5% | 316,076 |
| AlphaCore Capital LLC | +290,001 | +381.2% | 366,070 |
| Arax Advisory Partners | +282,111 | +1212.7% | 305,374 |
| Granite Bay Wealth Management, LLC | +254,673 | +148.2% | 426,566 |
| BARCLAYS PLC | +235,506 | +208.5% | 348,478 |
| Bogart Wealth, LLC | +216,217 | +3946.3% | 221,696 |
| Focus Partners Advisor Solutions, L | +201,550 | +423.7% | 249,116 |
| FSA WEALTH PARTNERS, INC. | +198,794 | +426.0% | 245,460 |
| Corient Private Wealth LP | +189,266 | +9.0% | 2,300,207 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -1,667,137 | -9.3% | 16,219,396 |
| Steward Partners Investment Advisor | -694,002 | -43.3% | 909,263 |
| STIFEL FINANCIAL CORP | -624,766 | -36.3% | 1,096,172 |
| Clark Capital Management Group, Inc | -573,464 | -31.5% | 1,244,550 |
| BANK OF AMERICA CORP /DE | -550,332 | -1.6% | 33,264,973 |
| BlackRock, Inc. | -514,643 | -5.7% | 8,496,986 |
| Provida Pension Fund Administrator | -479,755 | -15.5% | 2,620,126 |
| Independent Advisor Alliance | -432,873 | -97.4% | 11,757 |
| JANE STREET GROUP, LLC | -408,715 | -98.9% | 4,523 |
| Financial Engines Advisors L.L.C. | -346,796 | -4.5% | 7,373,661 |
| PRINCIPAL FINANCIAL GROUP INC | -315,001 | -50.5% | 308,237 |
| Fi3 FINANCIAL ADVISORS, LLC | -312,083 | -97.2% | 8,900 |
| LPL Financial LLC | -307,924 | -1.9% | 16,331,080 |
| Calamos Advisors LLC | -300,520 | -96.2% | 11,953 |
| Thrivent Financial for Lutherans | -271,491 | -44.8% | 334,359 |
| AMERIPRISE FINANCIAL INC | -258,241 | -6.1% | 3,992,771 |
| NORTHWESTERN MUTUAL INVESTMENT MANA | -248,915 | -4.7% | 5,014,613 |
| Nationwide Fund Advisors | -239,513 | -8.9% | 2,444,492 |
| WELLS FARGO & COMPANY/MN | -236,203 | -1.6% | 14,487,402 |
| Orion Porfolio Solutions, LLC | -233,990 | -69.4% | 103,294 |