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iShares Core S&P Small-Cap ETF - IJR

iShares Core S&P Small-Cap ETF - IJR


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    0.36 / 0.5%
(As of Tuesday June 25, 2019)


  • distribution channel


  • ticker


  • category

    Small-Cap Core Funds

  • management type


  • total assets


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Fund Scorecard

Below Average
manager tenure

Advisors Using This Fund


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


Parametric Portfolio Associates Llc

Benjamin F. Edwards & Company, Inc.

Bank Of Stockton

Forbes J M & Co Llp
Rfg Advisory Group, Llc

Gerber Kawasaki Wealth & Investment Management

Raymond James & Associates
Mariner Wealth Advisors, Llc
Sequoia Financial Advisors, Llc

Smithfield Trust Co

Scotia Capital Inc.

Courage Miller Partners, Llc

Fiduciary Trust Co

Wunderlich Securities, Inc.

Family Capital Trust Co

General Re New England Asset Management Inc

Edmond De Rothschild Holding S.a.

Lowe Fs, Llc
Boys Arnold & Co Inc
Hightower Advisors, Llc

Ameriprise Financial Inc

Covington Capital Management

Novare Capital Management Llc
Parthenon Llc
Commonwealth Equity Services, Inc

Bangor Savings Bank

Cetera Investment Advisers

Capital Guardian Trust Co
Barrett Asset Management, Llc
Kwmg, Llc
Oppenheimer & Co Inc

Texas Permanent School Fund

Cls Investments, Llc

Highland Private Wealth Management

Ballentine Partners, Llc
Leonetti & Associates, Llc
Johnson Investment Counsel Inc

Bank Of The West

Intersect Capital Llc
Clifford Swan Investment Counsel Llc

Summit Asset Management, Llc

Canandaigua National Bank & Trust Co

Raymond James Trust N.a.
Starfire Investment Advisers, Inc.

Bank Of The Ozarks

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Vigilant Capital Management, Llc
Oakmont Partners Llc

Cape Cod Five Cents Savings Bank

Boston Family Office Llc
Sva Plumb Wealth Management, Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Diversified Trust Co

Kcm Investment Advisors Llc
Tradewinds Capital Management, Llc

Colorado Capital Management, Inc.

American Research & Management Co.

First National Bank Of Hutchinson

Flow Traders U.s. Llc

Lincoln National Corp

Firstmerit Bank N A Trustee

Lgl Partners, Llc

Hodges Capital Management Inc.
Condor Capital Management
New England Professional Planning Group Inc.

Fiera Capital Corp

Marquette Asset Management Inc.
Thrivent Financial For Lutherans
One Capital Management, Llc
Madden Advisory Services, Inc.

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.

Charter Trust Co

Alaska Permanent Capital Management

Principal Financial Group Inc

Paragon Capital Management Llc
Capital Planning Advisors, Llc
Reynders Mcveigh Capital Management, Llc

Pinnacle Financial Partners Inc

King Wealth Management Group, Llc

Capital Fund Management S.a.

Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Mcf Advisors Llc
Eaton Vance Management
Veritable, L.p.

Cambridge Trust Co

Brown Advisory Inc
Round Table Services, Llc

American National Bank

Buckingham Capital Management, Inc.
Spc Financial, Inc.
Rand Wealth, Llc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Maple Capital Management, Inc.

Cibc World Markets Inc.

Peoples Bank National Association

Efficient Market Advisors, Llc

Whittier Trust Co

Tci Wealth Advisors, Inc.
Pacwest Financial Management Inc

Private Bank & Trust Co

Naples Global Advisors, Llc

Gareth Morgan Investments Limited Partnership

Strid Group, Llc

First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Schroder Investment Management Group
Howland Capital Management Llc

Cornerstone Advisory, Llp

Windsor Capital Management, Llc
Stephens Inc /ar/
Sii Investments Inc/wi
Td Capital Management Llc
Pittenger & Anderson Inc

Ausdal Financial Partners, Inc.

Northwestern Mutual Investment Services Llc

Oakworth Capital, Inc.

Newfound Research Llc

Greenleaf Trust

Tortoise Investment Management, Llc
Baker Avenue Asset Management, Lp
Dynamic Advisors Solutions Llc
Vestor Capital, Llc
Quadrant Capital Group Llc

Amarillo National Bank

United Capital Financial Advisers, Llc
Mogy Joel R Investment Counsel Inc
Cwm, Llc
Ntv Asset Management Llc
Fmr Llc
Texas Yale Capital Corp.
Balentine Llc
Atlanta Capital Group

Rpg Family Wealth Advisory, Llc

Emerson Investment Management, Llc
Parsons Capital Management Inc/ri

Trust Co

Heritage Investors Management Corp
Perigon Wealth Management, Llc
Risk Paradigm Group, Llc

Moisand Fitzgerald Tamayo, Llc

Coastline Trust Co

Hochman Cole Investment Advisors, Inc.

Tiemann Investment Advisors, Llc
Td Asset Management Inc
Newsquare Capital Llc

Empirical Financial Services, Llc

Regions Financial Corp

Lbmc Investment Advisors, Llc

Klingman & Associates, Llc

Washington Trust Co

Outfitter Advisors, Ltd.
Ronald Blue & Co Llc

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
First Allied Advisory Services, Inc.
Ghp Investment Advisors, Inc.
Bridges Investment Management Inc

High Falls Advisors, Inc

Public Sector Pension Investment Board

Patten Group, Inc.
Capital One, National Association

Haverford Trust Co

Umb Bank N A/mo

Northwest Investment Counselors, Llc
San Francisco Sentry Investment Group (Ca)
Ct Financial Advisors Llc
Cfo4life, L.p.
Buckingham Asset Management, Llc
Lpl Financial Llc
Financial Architects, Inc

First Financial Bank, N.a. - Trust Division

Pennsylvania Trust Co

Investment Counsel Inc.

Burke & Herbert Bank & Trust Co

Nations Financial Group Inc, /ia/ /adv

St. Louis Trust Co

Lba Wealth Management, Llc
Pacific Financial Group Inc
Penobscot Investment Management Company, Inc.
Bridgecreek Investment Management, Llc
Piershale Financial Group, Inc.

Psagot Investment House Ltd.

Bridges Investment Counsel Inc/
Cypress Wealth Advisors Llc
Staley Capital Advisers Inc

Massmutual Trust Co Fsb/adv

Brown Brothers Harriman & Co
Calamos Wealth Management Llc
Alliancebernstein L.p.

Evercore Wealth Management, Llc

Comerica Bank

Hall Laurie J Trustee

Btc Capital Management, Inc.
Two Sigma Investments Llc

Simplex Trading, Llc

Community Bank, N.a.

Daniel Devine & Co

Compagnie Lombard, Odier Sca

Iberiabank Corp
Hefren-Tillotson, Inc.

Montecito Bank & Trust

Monroe Bank & Trust/mi

Colonial Trust Advisors

First Manhattan Co

Goldman Sachs Group Inc
Shoker Investment Counsel, Inc.
Spears Abacus Advisors Llc

First Interstate Bank

Azimuth Capital Management Llc
Valmark Advisers, Inc.
Private Wealth Advisors, Inc.
Next Financial Group, Inc
Rehmann Capital Advisory Group
Apriem Advisors
Janney Capital Management Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Signaturefd, Llc
Bkd Wealth Advisors, Llc
Carl Domino Inc
Lakeview Capital Partners, Llc

Northern Oak Wealth Management Inc

Capital Directions Investment Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /de/

Regentatlantic Capital Llc

Northwestern Mutual Wealth Management Co

Spinnaker Trust

Hbk Sorce Advisory Llc
Blackrock Inc.
Commonwealth Financial Services, Llc
Hugh Johnson Advisors Llc

Toronto Dominion Bank

South Texas Money Management Ltd

Mutual Of Omaha Bank Wealth Management

Manufacturers Life Insurance Company, The

Wealthtrust-Arizona, Llc

Sandy Spring Bank

Inverness Investment Group, Llc
Regal Investment Advisors Llc

Trust Department Mb Financial Bank N A

Neumann Capital Management, Llc

United Services Automobile Association

Franklin Resources Inc

Metlife Securities, Inc
Capstone Asset Management Co
North Star Investment Management Corp.
Fdx Advisors, Inc.
Twele Capital Management, Inc.
Bbk Capital Partners, Llc
Clark Capital Management Group, Inc.

Hl Financial Services Llc

Blackrock Japan Co. Ltd

Ls Investment Advisors, Llc

Security National Trust Co

North American Management Corp
Vision Capital Management, Inc.
Family Firm, Inc.
Smith Chas P & Associates Pa Cpas
Front Barnett Associates Llc

High Point Bank & Trust Co

Badgley Phelps & Bell Inc
Mosaic Financial Partners, Inc.
Colony Group Llc

Bank Of New York Mellon Corp

Woodmont Investment Counsel Llc
Lowe Brockenbrough & Co Inc
Mv Capital Management, Inc.
Coe Capital Management, Llc

Moreno Evelyn V

Stadion Money Management, Llc

State Of Wisconsin Investment Board

Tower Research Capital Llc

Citizens Financial Group Inc/ri

Sunbelt Securities, Inc.

Boston Research & Management Inc
Madison Investment Holdings Inc
Mml Investors Services, Llc
Cetera Advisor Networks Llc

Pictet & Cie (Europe) Sa

Twin Focus Capital Partners, Llc
Investment Centers Of America Inc
Argi Investment Services, Llc

Commerce Bank

Ferguson Wellman Capital Management, Inc
Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p.

Trustmark National Bank Trust Department

Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Fiduciary Management Inc /wi/

Peapack Gladstone Financial Corp

Atria Investments Llc
Invesco Ltd.
Goelzer Investment Management, Inc.
Lazard Asset Management Llc
Oxbow Advisors, Llc
First National Bank Of Omaha

Capital City Trust Co/fl

Alpha Omega Wealth Management Llc

Bremer Trust National Association

Voya Financial Advisors, Inc.

Country Club Trust Company, N.a.

Cambridge Investment Research Advisors, Inc.
Manchester Capital Management Llc
First Republic Investment Management, Inc.
Essex Financial Services, Inc.
Capital Analysts, Inc.
Smith, Salley & Associates
Archford Capital Strategies, Llc
Braver Wealth Management, Llc
Chevy Chase Trust Holdings, Inc.
Rezny Wealth Management, Inc.
Bahl & Gaynor Inc
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Perritt Capital Management Inc


Boltwood Capital Management
King Luther Capital Management Corp

Fifth Third Bancorp

Cornerstone Financial Partners, Llc

Sawtooth Asset Management, Inc.

Louisiana State Employees Retirement System

Schmidt P J Investment Management Inc

Pioneer Trust Bank N A/or

Choate Investment Advisors

Arrow Financial Corp

Tiaa Cref Trust Co Fsb/mo

Parallax Volatility Advisers, Llc
Raymond James Financial Services Advisors, Inc.
Iconiq Capital, Llc
Conning Inc.

Retirement Planning Group

Citigroup Inc

Jones Financial Companies Lllp

Thompson Siegel & Walmsley Llc
Macguire, Cheswick & Tuttle Investment Counsel Llc
Frontier Wealth Management Llc
Gw Henssler & Associates Ltd

Jacobus Wealth Management, Inc.

Burt Wealth Advisors
Investors Capital Advisory Services
Lynch & Associates/in

Sageworth Trust Co

Wealthtrust Fairport, Llc
Girard Partners Ltd.

First National Trust Co

Royal Bank Of Canada

American International Group Inc

Peninsula Asset Management Inc

Geneva Advisors, Llc

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Focused Wealth Management, Inc

Parkside Financial Bank & Trust

Hoxton Financial, Inc.

Girard Securities, Inc.

Royal Bank Of Scotland Group Plc

Northern Trust Corp

Fft Wealth Management Llc

Hilltop Holdings Inc.

Jnba Financial Advisors
Gerstein Fisher

Ladenburg Thalmann Financial Services Inc

American National Bank & Trust Co /va/

Bragg Financial Advisors, Inc
Morgan Stanley
Reilly Financial Advisors, Llc
Elm Advisors, Llc
Hancock Holding Co
Highland Capital Management, Llc
Baldwin Investment Management, Llc
Plante Moran Financial Advisors, Llc

Ledyard National Bank

Smith, Moore & Co.
Sonata Capital Group Inc
Bingham Osborn & Scarborough Llc
West Coast Financial Llc
Farr Miller & Washington Llc/dc
Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Mandatum Life Insurance Co Ltd

Two Sigma Advisers, Llc
Cue Financial Group, Inc.
Ameritas Investment Partners, Inc.
Annex Advisory Services, Llc
Financial Advisory Service, Inc.
Meridian Investment Counsel Inc.

United Bank, Inc.

Glassman Wealth Services

Traynor Capital Management, Inc.

Bessemer Group Inc

Segall Bryant & Hamill, Llc

Alesco Advisors Llc
Carlton Hofferkamp & Jenks Wealth Management, Llc

Canal Capital Management, Llc

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc

Trust Co Of Virginia /va

Parsec Financial Management, Inc.
Steinberg Global Asset Management
Aviance Capital Management, Llc
Overbrook Management Corp

Adirondack Trust Co

Rockefeller Financial Services Inc
Estate Counselors, Llc
Brighton Jones Llc
Meritage Portfolio Management
Us Bancorp \de\
Janney Montgomery Scott Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

Legal & General Group Plc
Montag A & Associates Inc
Peak Asset Management, Llc
Wagner Bowman Management Corp

Dorsey & Whitney Trust Co Llc

Chicago Partners Investment Group Llc
Feltz Wealth Plan Inc.
Sterling Investment Advisors Llc /adv
Barton Investment Management
Pegasus Partners Ltd.
Park Avenue Securities Llc
Asset Management Group, Inc.
Truepoint, Inc.
Cim Investment Mangement Inc
Joel Isaacson & Co., Llc

Coconut Grove Bank

Cobiz Investment Management, Llc
Harvest Capital Management Inc
Pinebridge Investments, L.p.

Trust Co Of Toledo Na /oh/

Bbva Compass Bancshares, Inc

Allegis Investment Advisors, Llc

Haverford Financial Services, Inc.
1st Global Advisors, Inc.
Pinnacle Wealth Management Advisory Group, Llc
Ftb Advisors, Inc.
Leavell Investment Management, Inc.

Enterprise Financial Services Corp

Pinnacle Associates Ltd

Threshold Group Llc

Forward Management, Llc
Gradient Investments Llc
Nottingham Advisors, Inc.

True Private Wealth Advisors

Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.
Krasney Financial Llc
Evermay Wealth Management Llc
Lee Danner & Bass Inc
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Frontier Investment Mgmt Co

Hills Bank & Trust Co

Valley National Advisers Inc
D L Carlson Investment Group Inc

Keybank National Association/oh

Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors
Assetmark, Inc
Kls Professional Advisors Group, Llc
Wfg Advisors, Lp

Tompkins Financial Corp

Martin & Co Inc /tn/
Sigma Investment Counselors Inc
Brookmont Capital Management
Congress Asset Management Co /ma

Blackrock Group Ltd

Cypress Capital Group
Noesis Capital Mangement Corp
Narwhal Capital Management

Bar Harbor Trust Services

Associated Banc-Corp

Peddock Capital Advisors, Llc

Central Trust & Investment Co

Tower Square Investment Management, Llc

Cambridge Advisors Inc.
Advisory Services Network, Llc
Sigma Planning Corp
Busey Trust Co
Bruderman Asset Management, Llc
Lvz Advisors, Inc.

Addenda Capital Inc.

City Holding Co

Donaldson Capital Management, Llc
Us Financial Advisors, Llc

National Rural Electric Cooperative Association

Schmeidler A R & Co Inc

Amg National Trust Bank

Suntrust Banks Inc

First Western Capital Management Co

People's United Financial, Inc.

Mai Capital Management

Fort Pitt Capital Group, Llc

First Hawaiian Bank

Wellesley Investment Partners, Llc

Exchange Capital Management, Inc.
First City Capital Management, Inc.
Peloton Wealth Strategists

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.
Norris Perne & French Llp/mi
Beaumont Financial Partners, Llc
National Asset Management, Inc.
Rhumbline Advisers

M&t Bank Corp

National Planning Corp
Integrated Wealth Management
Cadinha & Co Llc
Comerica Securities Inc
Aspiriant, Llc
Meristem, Llp
Transamerica Financial Advisors, Inc.
Burns J W & Co Inc/ny
Millennium Management Llc
Cahill Financial Advisors Inc
Concert Wealth Management Inc.
Towercrest Capital Management

Barclays Plc

Dt Investment Partners, Llc
Davis R M Inc
Willingdon Wealth Management
Destination Wealth Management
Homrich & Berg
Ropes Wealth Advisors Llc
Arkansas Financial Group, Inc.
Vantage Investment Advisors, Llc
St. Johns Investment Management Company, Llc

S&t Bank/pa

Brouwer & Janachowski, Llc
Brown Advisory Securities, Llc

First Merchants Corp

Cranbrook Wealth Management, Llc
Torch Wealth Management Llc
Alexandria Capital, Llc

Credit Suisse Ag/

First Citizens Bank & Trust Co

Wells Fargo & Company/mn
Clear Investment Research, Llc

Somerset Trust Co

Cetera Advisors Llc
New England Private Wealth Advisors Llc
Aft, Forsyth & Sober, Llc
Spectrum Management Group, Inc.

State Street Corp

Central Bank & Trust Co

Zions Bancorporation

Cape Ann Savings Bank

State Treasurer State Of Michigan

Westport Resources Management Inc
Duncker Streett & Co Inc
Headinvest, Llc
Simmons First Trust Co Na

Financial Counselors Inc

Lodestar Investment Counsel Llc/il
Wooster Corthell Wealth Management, Inc.
Brick & Kyle, Associates

Blb&b Advisors, Llc

Alliance Wealth Management Group

Prudential Financial Inc

Seaward Management Limited Partnership

Chartist Inc /ca/
Accredited Investors Inc.
Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/
Palisades Hudson Asset Management, L.p.
Vicus Capital
Mckinley Carter Wealth Services, Inc.
Telos Capital Management, Inc.
Hanson & Doremus Investment Management
Baird Financial Group, Inc.
Nwam Llc

Tctc Holdings, Llc

Opus Capital Group, Llc
Hudock Moyer Wealth Resources, Llc

Edmonds Duncan Registered Investment Advisors, Llc

Watch Point Trust Co

Kings Point Capital Management
Wedbush Morgan Securities Inc

Ubs Group Ag

Alley Co Llc
Wrapmanager Inc
Bks Advisors, Llc

Sentry Investment Management Inc

Synovus Financial Corp

Private Ocean, Llc

Pitcairn Co

Bb&t Corp
Provise Management Group, Llc

Ifp Advisors, Inc

Blackrock Fund Advisors
Jaffetilchin Investment Partners, Llc

Old National Bancorp /in/

Trust Co Of Vermont

Mason Street Advisors, Llc
Davidson D A & Co

Stock Yards Bank & Trust Co

Qci Asset Management Inc/ny
Aviance Capital Partners, Llc
Courier Capital Corp

First National Bank Sioux Falls

Sensible Financial Planning & Management, Llc.

Old Second National Bank Of Aurora

Boston Financial Mangement Inc /ma
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Carnegie Capital Asset Management, Llc
Lenox Wealth Management, Inc.
Middleton & Co Inc/ma
Smith Hayes Advisers, Inc
Stratford Consulting, Llc

Blackrock Institutional Trust Company, N.a.

Moors & Cabot, Inc.

Finemark National Bank & Trust

Bb&t Securities, Llc
Td Ameritrade Trust Co
Salient Capital Advisors, Llc

Farmers & Merchants Investments Inc

Oliver Luxxe Assets Llc

American Independence Financial Services Llc
Planning Alternatives Ltd /adv
Baltimore-Washington Financial Advisors, Inc.
Glenmede Trust Co Na
Putnam Fl Investment Management Co
Summit Financial Strategies, Inc.
Davenport & Co Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Prospera Financial Services Inc
Chesley Taft & Associates Llc/il
Anchor Capital Advisors Llc

Dubuque Bank & Trust Co

Gupta Wealth Management Llc

Institute For Wealth Management, Llc.

Creative Planning
Confluence Investment Management Llc
Dowling & Yahnke Llc

Retirement Systems Of Alabama

Newman Dignan & Sheerar, Inc.
Savant Capital, Llc

Banque Pictet & Cie Sa

Chemical Bank

Envestnet Asset Management Inc
Interactive Financial Advisors
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2019)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 958 Small-Cap Core Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 4.97
    Sharpe Ratio ² 0.53
    R-Squared ³ 0.71
    Beta ³ 1.26
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Small-Cap Core Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present