ISHARES CORE S&P SMALL-CAP E IJR
$146.48
-0.7% 52w: $104.77 – $148.31
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data104.77126.54148.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.7K
+14 QoQ
13F value
$68.49B
+4.4% QoQ
Smart-money holders
130
signal tier ≥ 2
New smart buyers
11
Q1 2026
Options barometer
1.9×
$40.0M calls / $20.8M puts
Institutional value by quarter
Number of holders
Who owns IJR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 43.4M | $5.40B | 3.3% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 33.8M | $4.20B | 0.3% | +0.6% |
| FMR LLC | Long only active | 23.6M | $2.93B | 0.2% | +10.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 19.9M | $2.42B | 1.2% | +22.2% |
| MORGAN STANLEY | Bank broker | 18.2M | $2.27B | 0.1% | +0.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 17.9M | $2.22B | 0.6% | +9.5% |
| LPL Financial LLC | Bank broker | 16.6M | $2.07B | 0.5% | -5.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 14.7M | $1.83B | 0.4% | -1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 14.1M | $1.76B | 0.5% | +0.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 11.8M | $1.47B | 0.3% | -2.1% |
| UBS Group AG | Bank broker | 10.2M | $1.26B | 0.2% | +6.0% |
| NORTHERN TRUST CORP | Index provider | 9.6M | $1.19B | 0.2% | +1.2% |
| BlackRock, Inc. | Index provider | 9.0M | $1.12B | 0.0% | +5.8% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 7.7M | $959.7M | 1.9% | -1.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 7.6M | $941.0M | 0.5% | -4.9% |
| ROYAL BANK OF CANADA | Bank broker | 7.4M | $919.8M | 0.2% | +1.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.6M | $819.0M | 0.1% | +1.8% |
| First Command Advisory Services, Inc. | Wealth advisor | 6.5M | $809.6M | 5.5% | +0.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 6.5M | $803.5M | 1.3% | +5.4% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | Insurance | 5.3M | $654.3M | 9.9% | -15.6% |
| GLENMEDE TRUST CO NA | Diversified mechanical | 5.0M | $620.5M | 3.0% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 4.9M | $611.3M | 0.8% | +5.9% |
| US BANCORP \DE\ | Wealth advisor | 4.9M | $604.3M | 0.7% | -0.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.3M | $528.5M | 0.1% | -6.5% |
| REGIONS FINANCIAL CORP | Other | 4.0M | $498.7M | 3.2% | 0.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 3.8M | $477.2M | 1.7% | +0.7% |
| Acorns Advisers, LLC | Wealth advisor | 3.6M | $452.0M | 3.4% | +0.7% |
| Cerity Partners LLC | Diversified mechanical | 3.6M | $444.5M | 0.6% | -2.3% |
| HighTower Advisors, LLC | Diversified mechanical | 3.5M | $438.1M | 0.5% | +5.3% |
| Cresset Asset Management, LLC | Wealth advisor | 3.3M | $408.2M | 1.8% | +2.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 3.2M | $399.8M | 0.7% | +56.3% |
| Cetera Investment Advisers | Wealth advisor | 2.9M | $359.2M | 0.4% | +1.5% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 2.9M | $358.1M | 0.5% | +358.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 2.7M | $335.6M | 0.5% | -13.0% |
| Nationwide Fund Advisors | Wealth advisor | 2.7M | $333.6M | 14.6% | +27.6% |
| JPMORGAN CHASE & CO | Bank broker | 2.7M | $330.6M | 0.0% | +16.4% |
| Catalyst Capital Advisors LLC | Wealth advisor | 2.5M | $305.6M | 5.7% | +10.6% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 2.5M | $305.6M | 6.6% | +10.6% |
| Pathstone Holdings, LLC | Diversified mechanical | 2.3M | $291.0M | 1.2% | +2.3% |
| Circle Wealth Management, LLC | Other | 2.3M | $284.6M | 4.1% | 0.0% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 2.2M | $278.5M | 7.1% | -3.0% |
| Corient Private Wealth LLC | Diversified mechanical | 2.1M | $260.5M | 0.4% | -51.3% |
| MAI Capital Management | Wealth advisor | 2.0M | $244.9M | 1.4% | -3.0% |
| Wealthspire Advisors, LLC | Wealth advisor | 1.9M | $241.3M | 1.9% | +2.1% |
| Valeo Financial Advisors, LLC | Wealth advisor | 2.1M | $239.3M | 5.7% | -4.2% |
| Clark Capital Management Group, Inc. | Other | 1.8M | $226.0M | 1.4% | +6.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.8M | $219.5M | 0.4% | +10.9% |
| Focus Partners Wealth | Wealth advisor | 1.7M | $216.0M | 0.2% | -0.5% |
| Mariner, LLC | Diversified mechanical | 1.7M | $215.6M | 0.3% | -0.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.7M | $213.9M | 0.2% | +1.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.