iShares Core S&P Small-Cap EIJRETF
13F holders, Q2 2026 (June 30)2,849holders +88
181new positions
82sold out
6famous investors
$147.88avg. 13F price*
At the end of Q2 2026, 2,849 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 88 from Q1 2026. 181 opened new positions and 82 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.6B), Bank of America Corp. ($4.9B) and FMR LLC ($3.7B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Core S&P Small-Cap E
- CUSIP
- 464287804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 181 | $262.6M |
| Exits | 82 | $87.3M |
All 13F filers, Q1 2026 → Q2 2026: 25,627,172 shares bought and 15,422,639 shares sold, net +10,204,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,849 holders
| Northwestern Mutual Wealth Management Co. | 3.53% | Add +2.6% | 44,570,998 | $6.6B |
| Bank of America Corp. | 0.32% | Reduce -1.6% | 33,264,973 | $4.9B |
| FMR LLC | 0.16% | Add +5.0% | 24,758,624 | $3.7B |
| Jones Financial Companies LLLP | 1.34% | Add +14.4% | 22,721,296 | $3.3B |
| Morgan Stanley | 0.15% | Add +4.8% | 19,117,415 | $2.8B |
| LPL Financial LLC | 0.54% | Reduce -1.9% | 16,331,080 | $2.4B |
| Envestnet Asset Management Inc. | 0.57% | Reduce -9.3% | 16,219,396 | $2.4B |
| Wells Fargo & Company | 0.37% | Reduce -1.6% | 14,487,402 | $2.1B |
| Raymond James Financial Inc. | 0.57% | Reduce -0.2% | 14,111,531 | $2.1B |
| Bank of New York Mellon Corp | 0.28% | Reduce -1.3% | 11,648,436 | $1.7B |
| UBS Group AG | 0.24% | Add +0.8% | 10,230,929 | $1.5B |
| Northern Trust Corp. | 0.17% | Add +0.2% | 9,576,682 | $1.4B |
| BlackRock, Inc. | 0.02% | Reduce -5.7% | 8,496,986 | $1.3B |
| PNC Financial Services Group, Inc. | 0.55% | Reduce -1.0% | 7,491,671 | $1.1B |
| Royal Bank of Canada | 0.19% | Add +1.0% | 7,471,547 | $1.1B |
| Financial Engines Advisors L.L.C. | 1.94% | Reduce -4.5% | 7,373,661 | $1.1B |
| First Command Advisory Services, Inc. | 5.83% | Add +1.5% | 6,608,310 | $980.1M |
| Baird Financial Group, Inc. | 1.35% | Add +2.2% | 6,603,976 | $979.4M |
| Goldman Sachs Group Inc. | 0.10% | Reduce -1.0% | 6,520,699 | $967.1M |
| Truist Financial Corp. | 0.97% | Add +11.1% | 5,463,960 | $810.4M |
| JPMorgan Chase & Co. | 0.05% | Add +94.8% | 5,328,597 | $785.2M |
| Northwestern Mutual Investment Management Company, LLC | 8.72% | Reduce -4.7% | 5,014,613 | $743.7M |
| Glenmede Trust Co. NA | 3.26% | Reduce -0.3% | 4,979,028 | $738.4M |
| US Bancorp \de | 0.77% | Reduce -2.5% | 4,737,329 | $702.6M |
| Regions Financial Corp. | 3.61% | Add +1.7% | 4,081,060 | $605.3M |
| Bank of Montreal | 0.22% | Add +136.4% | 3,996,639 | $592.7M |
| Ameriprise Financial Inc. | 0.12% | Reduce -6.1% | 3,992,771 | $592.4M |
| Keybank National Association | 1.95% | Add +4.0% | 3,992,726 | $592.2M |
| Natixis Advisors, LLC | 0.66% | Add +37.4% | 3,957,643 | $587.0M |
| Acorns Advisers, LLC | 3.55% | Add +1.1% | 3,675,530 | $545.1M |
| Cerity Partners LLC | 0.65% | Add +0.3% | 3,587,574 | $532.1M |
| Fifth Third Bancorp | 0.81% | Add +5.1% | 3,381,139 | $501.5M |
| Cresset Asset Management, LLC | 1.81% | Add +2.1% | 3,353,475 | $497.4M |
| HighTower Advisors, LLC | 0.47% | Reduce -5.8% | 3,320,768 | $492.5M |
| Cetera Investment Advisers | 0.38% | Reduce -2.7% | 2,811,720 | $417.0M |
| Commonwealth Equity Services, LLC | 0.46% | Reduce -8.3% | 2,474,395 | $367.0M |
| Nationwide Fund Advisors | 14.98% | Reduce -8.9% | 2,444,492 | $362.5M |
| Millburn Ridgefield LLC | 6.83% | Reduce -1.0% | 2,433,988 | $361.0M |
| Catalyst Capital Advisors LLC | 5.99% | Reduce -1.0% | 2,433,988 | $361.0M |
| Corient Private Wealth LP | 0.47% | Add +9.0% | 2,300,207 | $341.1M |
| Circle Wealth Management, LLC | 4.27% | Add +0.0% | 2,289,109 | $339.5M |
| Pathstone Holdings, LLC | 0.97% | Reduce -4.3% | 2,241,453 | $332.4M |
| Alesco Advisors, LLC, An ESL Co | 7.51% | Reduce -1.4% | 2,208,976 | $327.6M |
| MAI Capital Management | 1.16% | Add +4.0% | 2,048,983 | $303.9M |
| Wealthspire Advisors, LLC | 1.65% | Add +4.3% | 2,025,543 | $300.4M |
| Valeo Financial Advisors, LLC | 5.94% | Add +0.7% | 2,136,481 | $281.5M |
| Rockefeller Capital Management L.P. | 0.43% | Add +7.2% | 1,893,254 | $280.8M |
| Brown Advisory Inc. | 0.41% | Add +35.7% | 1,778,922 | $263.8M |
| Focus Partners Wealth | 0.26% | Reduce -0.2% | 1,733,730 | $257.1M |
| Osaic Holdings, Inc. | 0.30% | Add +7.3% | 1,701,962 | $252.5M |
| Mariner, LLC | 0.25% | Reduce -5.2% | 1,645,376 | $244.0M |
| Mesirow Financial Investment Management, Inc. | 3.77% | Add +3.2% | 1,618,153 | $240.0M |
| Haverford Trust Co | 2.05% | Reduce -0.3% | 1,599,222 | $237.2M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Add +11.5% | 1,631,441 | $236.8M |
| Janney Montgomery Scott LLC | 0.43% | Reduce -6.7% | 1,497,464 | $222.1M |
| Moneta Group Investment Advisors LLC | 1.63% | Add +0.9% | 1,482,004 | $219.8M |
| Modera Wealth Management, LLC | 2.25% | Add +0.9% | 1,421,648 | $210.8M |
| Bessemer Group Inc. | 0.28% | Add +45.9% | 1,385,455 | $205.5M |
| Mercer Global Advisors Inc. | 0.25% | Add +3.5% | 1,371,731 | $203.4M |
| MML Investors Services, LLC | 0.41% | Add +13.1% | 1,366,095 | $202.6M |
| Bridges Investment Management Inc. | 2.41% | Reduce -0.6% | 1,333,633 | $197.8M |
| Bleakley Financial Group, LLC | 2.50% | Reduce -0.1% | 1,323,251 | $196.3M |
| Creative Planning | 0.11% | Reduce -0.4% | 1,251,825 | $185.7M |
| Clark Capital Management Group, Inc. | 1.01% | Reduce -31.5% | 1,244,550 | $184.6M |
| Missouri Education Pension Trust | 66.00% | No change | 1,216,674 | $180.4M |
| Victory Capital Management Inc. | 0.10% | Add +13.3% | 1,196,673 | $177.5M |
| Teacher Retirement System of Texas | 0.47% | No change | 1,185,799 | $175.9M |
| Allworth Financial LP | 0.74% | Reduce -6.1% | 1,167,827 | $173.2M |
| Beacon Investment Advisory Services, Inc. | 6.39% | Add +9.1% | 1,158,855 | $171.9M |
| Franklin Resources Inc. | 0.04% | Add +2.6% | 1,154,656 | $171.2M |
| United Capital Financial Advisors, LLC | 0.92% | Reduce -4.0% | 1,119,614 | $166.0M |
| Farmers & Merchants Investments Inc. | 4.01% | Reduce -8.0% | 1,116,608 | $165.6M |
| Stifel Financial Corp. | 0.14% | Reduce -36.3% | 1,096,172 | $162.6M |
| Assetmark, Inc. | 0.28% | Reduce -5.0% | 1,093,798 | $162.2M |
| Acropolis Investment Management, LLC | 5.76% | Reduce -1.5% | 984,802 | $146.1M |
| Destination Wealth Management | 3.19% | Add +9.8% | 920,516 | $136.5M |
| Steward Partners Investment Advisory, LLC | 0.69% | Reduce -43.3% | 909,263 | $134.9M |
| Captrust Financial Advisors | 0.20% | Add +5.3% | 901,357 | $133.7M |
| M&T Bank Corp | 0.38% | Reduce -2.5% | 870,029 | $129.0M |
| Kestra Advisory Services, LLC | 0.42% | Add +9.3% | 867,164 | $128.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +1.2% | 862,579 | $127.9M |
| Members Trust Co | 3.97% | Reduce -0.7% | 860,578 | $127.6M |
| &partners | 0.52% | Add +4.9% | 854,086 | $126.9M |
| Beacon Pointe Advisors, LLC | 0.59% | Reduce -3.8% | 854,136 | $126.7M |
| WestEnd Advisors, LLC | 2.80% | Reduce -9.6% | 847,232 | $125.7M |
| State Street Corp. | 0.00% | Add +0.3% | 797,424 | $118.3M |
| Farther Finance Advisors, LLC | 0.92% | Add +7.5% | 792,656 | $117.5M |
| Sequoia Financial Advisors, LLC | 0.54% | Add +4.0% | 733,683 | $108.8M |
| Atlantic Union Bankshares Corp | 1.77% | Reduce -16.6% | 714,004 | $105.9M |
| Whittier Trust Co. | 1.04% | Add +4.4% | 719,520 | $105.6M |
| Mission Wealth Management, LP | 1.30% | Add +18.0% | 705,960 | $104.7M |
| Steele Capital Management, Inc. | 3.85% | Add +8.3% | 704,827 | $104.5M |
| Glenview Trust Co | 1.44% | Add +0.8% | 700,640 | $103.9M |
| Accredited Investors Inc. | 4.32% | Add +1.6% | 674,815 | $100.1M |
| First Interstate Bank | 5.08% | Reduce -3.3% | 657,052 | $97.4M |
| Ieq Capital, LLC | 0.44% | Add +3.4% | 649,005 | $96.3M |
| Johnson Investment Counsel Inc. | 0.70% | Add +18.8% | 643,757 | $95.5M |
| SWF LLC | 6.25% | Add +0.4% | 630,311 | $93.5M |
| Sage Financial Group Inc. | 5.11% | Add +2.7% | 622,538 | $92.3M |
| Bartlett & Co. Wealth Management LLC | 1.15% | Add +2.8% | 620,196 | $92.0M |
"% of holder's portfolio" is IJR's weight in each manager's 13F, not the share of iShares Core S&P Small-Cap E the manager owns.