IJR
iShares Core S&P Small-Cap ETF
1W: +0.1%
1M: +0.5%
3M: +3.5%
YTD: +12.3%
1Y: +28.2%
3Y: +55.8%
5Y: +32.3%
$137.40
+1.13 (+0.83%)
Weekly Expected Move ±2.0%
$129
$131
$134
$137
$139
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IJR
2,865
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
62B
Total Invested
151
New Positions
1031
Increased
1358
Reduced
284
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (3042 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 43,438,406 | 6.0B | +725,181 | +1.7% | 13Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 33,815,305 | 4.6B | +209,882 | +0.6% | 13Q | SEC ↗ |
| 3 | FMR LLC | 23,576,940 | 3.2B | +2,190,712 | +10.2% | 13Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 19,864,667 | 2.7B | +3,603,962 | +22.2% | 13Q | SEC ↗ |
| 5 | MORGAN STANLEY | 18,064,089 | 2.5B | +86,538 | +0.5% | 12Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 17,886,533 | 2.5B | +1,545,676 | +9.5% | 13Q | SEC ↗ |
| 7 | LPL Financial LLC | 16,639,004 | 2.3B | -886,614 | -5.1% | 13Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 14,958,652 | 2.1B | -444,092 | -2.9% | 12Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 14,138,727 | 1.9B | +43,210 | +0.3% | 6Q | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 11,802,794 | 1.6B | -253,498 | -2.1% | 13Q | SEC ↗ |
| 11 | UBS Group AG | 10,154,592 | 1.4B | +577,324 | +6.0% | 13Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 9,555,089 | 1.3B | +114,182 | +1.2% | 13Q | SEC ↗ |
| 13 | BlackRock, Inc. | 9,011,629 | 1.2B | +492,231 | +5.8% | 7Q | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 7,720,457 | 1.1B | -101,065 | -1.3% | 13Q | SEC ↗ |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 7,569,528 | 1.0B | -388,098 | -4.9% | 13Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 7,399,368 | 1.0B | +112,788 | +1.5% | 13Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 6,588,309 | $905M | -5,706,874 | -46.4% | 13Q | SEC ↗ |
| 18 | First Command Advisory Services, Inc. | 6,512,927 | $895M | +43,048 | +0.7% | 13Q | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 6,464,078 | $888M | +330,153 | +5.4% | 13Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL INVESTMENT MANAGEM | 5,263,528 | $723M | -972,729 | -15.6% | 13Q | SEC ↗ |
| 21 | GLENMEDE TRUST CO NA NEW | 4,957,174 | $681M | — | +0.0% | 1Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 4,917,393 | $676M | +273,174 | +5.9% | 13Q | SEC ↗ |
| 23 | Glenmede Investment Management, LP | 4,890,176 | $672M | -114,928 | -2.3% | 2Q | SEC ↗ |
| 24 | US BANCORP \DE | 4,860,873 | $668M | -37,970 | -0.8% | 13Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 4,251,012 | $584M | -293,866 | -6.5% | 13Q | SEC ↗ |
| 26 | REGIONS FINANCIAL CORP | 4,011,360 | $551M | +1,231 | +0.0% | 13Q | SEC ↗ |
| 27 | Provida Pension Fund Administrator | 3,866,746 | $531M | +907,420 | +30.7% | 11Q | SEC ↗ |
| 28 | KEYBANK NATIONAL ASSOCIATION/OH | 3,838,937 | $527M | +25,690 | +0.7% | 13Q | SEC ↗ |
| 29 | Acorns Advisers, LLC | 3,636,427 | $500M | +26,582 | +0.7% | 13Q | SEC ↗ |
| 30 | Cerity Partners LLC | 3,575,908 | $491M | -82,763 | -2.3% | 13Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 3,524,240 | $484M | +177,535 | +5.3% | 13Q | SEC ↗ |
| 32 | Cresset Asset Management, LLC | 3,283,342 | $451M | +63,738 | +2.0% | 13Q | SEC ↗ |
| 33 | FIFTH THIRD BANCORP | 3,216,342 | $442M | +1,159,049 | +56.3% | 13Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 2,889,255 | $397M | +41,409 | +1.5% | 13Q | SEC ↗ |
| 35 | NATIXIS ADVISORS, LLC | 2,880,600 | $396M | +2,252,498 | +358.6% | 13Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 2,734,850 | $376M | +385,729 | +16.4% | 13Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 2,699,487 | $371M | -403,813 | -13.0% | 13Q | SEC ↗ |
| 38 | Nationwide Fund Advisors | 2,684,005 | $369M | +580,145 | +27.6% | 13Q | SEC ↗ |
| 39 | Millburn Ridgefield LLC /DE | 2,458,196 | $338M | +236,517 | +10.6% | 13Q | SEC ↗ |
| 40 | Catalyst Capital Advisors LLC | 2,458,196 | $338M | +236,517 | +10.6% | 13Q | SEC ↗ |
| 41 | Pathstone Holdings, LLC | 2,341,216 | $322M | +51,958 | +2.3% | 10Q | SEC ↗ |
| 42 | Circle Wealth Management, LLC | 2,289,104 | $315M | +3 | +0.0% | 13Q | SEC ↗ |
| 43 | Alesco Advisors, LLC, An ESL Co | 2,240,064 | $308M | -68,145 | -3.0% | 13Q | SEC ↗ |
| 44 | HUNTINGTON NATIONAL BANK | 2,168,014 | $298M | +131,335 | +6.4% | 13Q | SEC ↗ |
| 45 | Valeo Financial Advisors, LLC | 2,121,252 | $291M | -92,124 | -4.2% | 13Q | SEC ↗ |
| 46 | Corient Private Wealth LLC | 2,110,941 | $290M | -2,225,028 | -51.3% | 13Q | SEC ↗ |
| 47 | MAI Capital Management | 1,969,682 | $271M | -61,943 | -3.0% | 13Q | SEC ↗ |
| 48 | Wealthspire Advisors, LLC | 1,941,060 | $267M | +39,083 | +2.1% | 13Q | SEC ↗ |
| 49 | Clark Capital Management Group, Inc. | 1,818,014 | $250M | +117,055 | +6.9% | 13Q | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 1,765,464 | $243M | -1,418,521 | -44.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GLENMEDE TRUST CO NA | 4,957,174 | $681M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 377,629 | $52M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 262,327 | $36M |
| KINTRA WEALTH, LLC | 241,048 | $33M |
| CIBC Bancorp USA Inc. | 240,841 | $33M |
| EFG International AG | 183,778 | $25M |
| Planning Project LLC | 173,293 | $24M |
| Baer Investment Advisory LLC | 156,215 | $21M |
| Texas Capital Bank Wealth Managemen | 110,450 | $15M |
| Strive Asset Management, LLC | 100,651 | $14M |
| D. E. Shaw & Co., Inc. | 95,296 | $13M |
| Union Bancaire Privee, UBP SA | 84,332 | $12M |
| Wealth Care LLC | 81,240 | $11M |
| MATRIX PRIVATE CAPITAL GROUP LLC | 81,238 | $11M |
| TBH Global Asset Management, LLC | 55,037 | $8M |
| FSA WEALTH PARTNERS, INC. | 46,666 | $6M |
| Integras Partners LLC | 45,633 | $6M |
| Madson Wealth Advisors Inc | 39,851 | $5M |
| Gerald Baker Financial Group LLC | 39,771 | $5M |
| Jeter Robert S II | 32,467 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kingstone Capital Partners Texas, L | 19,254,728 | 2.6B |
| SPX Gestao de Recursos Ltda | 787,565 | $108M |
| MASON STREET ADVISORS, LLC | 639,005 | $88M |
| NewEdge Advisors, LLC | 598,637 | $82M |
| CI INVESTMENTS INC. | 579,566 | $80M |
| MANGROVE PARTNERS IM, LLC | 232,878 | $32M |
| Nan Shan Life Insurance Co., Ltd. | 213,194 | $29M |
| Constellation Investments, Inc. | 200,000 | $27M |
| TWO SIGMA INVESTMENTS, LP | 178,979 | $25M |
| GFS Advisors, LLC | 151,458 | $21M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 127,636 | $18M |
| Econ Financial Services Corp | 108,200 | $15M |
| Dynasty Wealth Management, LLC | 106,106 | $15M |
| Financial Advocates Investment Mana | 105,945 | $15M |
| Mach-1 Financial Group, LLC | 104,103 | $14M |
| IFG Advisory, LLC | 100,964 | $14M |
| Bronte Capital Management Pty Ltd. | 95,350 | $13M |
| RedJay Asset Management Inc. | 90,000 | $12M |
| SIH Partners, LLLP | 75,956 | $10M |
| Polianta Ltd | 73,700 | $10M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +3,603,962 | +22.2% | 19,864,667 |
| NATIXIS ADVISORS, LLC | +2,252,498 | +358.6% | 2,880,600 |
| FMR LLC | +2,190,712 | +10.2% | 23,576,940 |
| ENVESTNET ASSET MANAGEMENT INC | +1,545,676 | +9.5% | 17,886,533 |
| Valpey Financial Services, LLC | +1,405,224 | +12234.2% | 1,416,710 |
| FIFTH THIRD BANCORP | +1,159,049 | +56.3% | 3,216,342 |
| Provida Pension Fund Administrator | +907,420 | +30.7% | 3,866,746 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +725,181 | +1.7% | 43,438,406 |
| Beacon Pointe Advisors, LLC | +709,130 | +396.1% | 888,163 |
| Nationwide Fund Advisors | +580,145 | +27.6% | 2,684,005 |
| UBS Group AG | +577,324 | +6.0% | 10,154,592 |
| BlackRock, Inc. | +492,231 | +5.8% | 9,011,629 |
| Mesirow Financial Investment Manage | +479,564 | +44.0% | 1,568,315 |
| Independent Advisor Alliance | +433,258 | +3809.9% | 444,630 |
| JANE STREET GROUP, LLC | +408,936 | +9505.7% | 413,238 |
| Missouri Education Pension Trust | +386,453 | +46.5% | 1,216,674 |
| JPMORGAN CHASE & CO | +385,729 | +16.4% | 2,734,850 |
| Baird Financial Group, Inc. | +330,153 | +5.4% | 6,464,078 |
| FOUNDERS FINANCIAL SECURITIES LLC | +329,383 | +125.8% | 591,282 |
| Calamos Advisors LLC | +300,981 | +2619.0% | 312,473 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -5,706,874 | -46.4% | 6,588,309 |
| Corient Private Wealth LLC | -2,225,028 | -51.3% | 2,110,941 |
| Rockefeller Capital Management L.P. | -1,418,521 | -44.6% | 1,765,464 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -984,079 | -40.2% | 1,462,756 |
| NORTHWESTERN MUTUAL INVESTMENT MANA | -972,729 | -15.6% | 5,263,528 |
| LPL Financial LLC | -886,614 | -5.1% | 16,639,004 |
| BEACON INVESTMENT ADVISORY SERVICES | -816,480 | -43.5% | 1,062,178 |
| AXXCESS WEALTH MANAGEMENT, LLC | -803,519 | -63.7% | 457,070 |
| Ally Financial Inc. | -561,000 | -87.5% | 80,000 |
| WELLS FARGO & COMPANY/MN | -444,092 | -2.9% | 14,958,652 |
| COMMONWEALTH EQUITY SERVICES, LLC | -403,813 | -13.0% | 2,699,487 |
| PNC FINANCIAL SERVICES GROUP, INC. | -388,098 | -4.9% | 7,569,528 |
| TIAA TRUST, NATIONAL ASSOCIATION | -380,564 | -84.2% | 71,454 |
| Stockman Wealth Management, Inc. | -335,303 | -46.9% | 379,279 |
| AMERIPRISE FINANCIAL INC | -293,866 | -6.5% | 4,251,012 |
| Bank of New York Mellon Corp | -253,498 | -2.1% | 11,802,794 |
| OBSIDIAN CIO, LLC | -251,794 | -91.1% | 24,649 |
| Round Rock Advisors LLC | -244,312 | -50.6% | 238,982 |
| World Investment Advisors | -226,496 | -46.3% | 262,960 |
| STATE STREET CORP | -226,335 | -22.2% | 795,423 |