iShares Core S&P Small-Cap EIJRETF
13F holders, Q1 2024 (March 31)2,328holders
6famous investors
$110.45avg. 13F price*
At the end of Q1 2024, 2,328 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($3.7B), Bank of America Corp. ($3.4B) and FMR LLC ($2.2B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $492.9M |
| Exits | 93 | $207.0M |
Ownership 2,328 holders
| Northwestern Mutual Wealth Management Co. | 3.83% | Add +2.4% | 33,754,079 | $3.7B |
| Bank of America Corp. | 0.33% | Add +10.2% | 30,704,274 | $3.4B |
| FMR LLC | 0.15% | Add +30.5% | 20,161,991 | $2.2B |
| Morgan Stanley | 0.17% | Add +2.3% | 19,201,490 | $2.1B |
| Wells Fargo & Company | 0.49% | Add +0.5% | 16,627,764 | $1.8B |
| Bank of New York Mellon Corp | 0.32% | Reduce -7.0% | 15,070,228 | $1.7B |
| LPL Financial LLC | 0.77% | Add +10.8% | 12,992,538 | $1.4B |
| Goldman Sachs Group Inc. | 0.29% | Reduce -8.7% | 12,554,898 | $1.4B |
| UBS Group AG | 0.40% | Add +9.6% | 11,100,554 | $1.2B |
| Raymond James & Associates | 0.72% | Add +2.1% | 9,548,329 | $1.1B |
| Envestnet Asset Management Inc. | 0.36% | Reduce -17.3% | 8,620,831 | $952.8M |
| First Command Advisory Services, Inc. | 9.97% | Reduce -9.8% | 8,597,327 | $950.7M |
| PNC Financial Services Group, Inc. | 0.66% | Reduce -0.8% | 8,525,897 | $942.3M |
| Northern Trust Corp. | 0.15% | Add +0.9% | 8,110,254 | $896.3M |
| Financial Engines Advisors L.L.C. | 1.96% | Add +2.1% | 7,861,618 | $868.9M |
| BlackRock Inc. | 0.02% | Add +1.0% | 7,574,909 | $837.2M |
| Royal Bank of Canada | 0.20% | Add +2.1% | 7,390,988 | $816.9M |
| Ameriprise Financial Inc. | 0.18% | Reduce -5.2% | 6,011,182 | $665.7M |
| Cresset Asset Management, LLC | 3.03% | Add +81.5% | 5,622,677 | $621.4M |
| Glenmede Trust Co. NA | 2.97% | Add +5.9% | 5,352,253 | $591.5M |
| US Bancorp \de | 0.80% | Add +0.0% | 5,221,508 | $577.1M |
| Truist Financial Corp. | 0.86% | Add +0.6% | 5,127,992 | $566.7M |
| Provida Pension Fund Administrator | 10.61% | Reduce -25.7% | 3,866,381 | $427.6M |
| Keybank National Association | 1.73% | Reduce -0.4% | 3,793,903 | $419.3M |
| Commonwealth Equity Services, LLC | 0.69% | Add +4.5% | 3,748,419 | $414.3M |
| Raymond James Financial Services Advisors, Inc. | 0.61% | Reduce -1.2% | 3,744,500 | $413.8M |
| Baird Financial Group, Inc. | 0.86% | Add +3.0% | 3,723,242 | $411.5M |
| Regions Financial Corp. | 3.00% | Add +0.9% | 3,576,550 | $395.3M |
| Northwestern Mutual Investment Management Company, LLC | 10.23% | Add +3.0% | 3,543,123 | $391.6M |
| JPMorgan Chase & Co. | 0.03% | Add +12.9% | 3,219,496 | $355.8M |
| HighTower Advisors, LLC | 0.54% | Reduce -0.6% | 2,997,834 | $331.3M |
| Acorns Advisers, LLC | 3.06% | Add +3.1% | 2,476,544 | $273.7M |
| Pathstone Holdings, LLC | 1.20% | Add +8.0% | 2,299,095 | $254.1M |
| Balyasny Asset Management L.P. | 0.66% | Reduce -9.0% | 2,253,350 | $249.0M |
| Haverford Trust Co | 2.49% | Add +3.5% | 2,158,804 | $238.6M |
| Millburn Ridgefield LLC | 6.49% | Add +17.0% | 2,121,096 | $234.4M |
| Catalyst Capital Advisors LLC | 5.64% | Add +17.0% | 2,121,096 | $234.4M |
| Circle Wealth Management, LLC | 5.82% | Reduce -0.0% | 2,115,906 | $233.8M |
| Fifth Third Bancorp | 0.91% | Reduce -2.3% | 2,099,304 | $232.0M |
| Mariner, LLC | 0.46% | Add +2.4% | 2,026,152 | $223.9M |
| Alesco Advisors, LLC, An ESL Co | 7.00% | Reduce -4.1% | 1,925,038 | $212.8M |
| Citigroup Inc. | 0.23% | Add +6.1% | 1,885,408 | $208.4M |
| Cerity Partners LLC | 0.53% | Add +14.7% | 1,802,281 | $199.0M |
| Cetera Investment Advisers | 0.46% | Add +155.1% | 1,775,694 | $196.2M |
| Valeo Financial Advisors, LLC | 6.78% | Add +7.6% | 1,909,851 | $189.0M |
| Bank of Montreal | 0.06% | Reduce -1.1% | 1,695,821 | $186.5M |
| Members Trust Co | 5.30% | Reduce -9.6% | 1,607,764 | $177.7M |
| Wealthspire Advisors, LLC | 2.37% | Add +1.6% | 1,606,405 | $177.5M |
| Osaic Holdings, Inc. | 0.38% | Reduce -43.4% | 1,532,795 | $169.4M |
| Creative Planning | 0.19% | Reduce -6.9% | 1,519,588 | $167.9M |
| State Street Corp. | 0.01% | Reduce -2.0% | 1,506,471 | $166.5M |
| Stifel Financial Corp. | 0.18% | Add +41.3% | 1,457,606 | $161.1M |
| MAI Capital Management | 1.68% | Add +14.7% | 1,453,740 | $160.7M |
| Rockefeller Capital Management L.P. | 0.46% | Add +5.3% | 1,425,397 | $157.5M |
| Clark Capital Management Group, Inc. | 1.16% | Reduce -35.7% | 1,401,279 | $154.9M |
| Moneta Group Investment Advisors LLC | 2.50% | Reduce -0.4% | 1,388,300 | $153.4M |
| Mesirow Financial Investment Management, Inc. | 3.31% | Add +24.1% | 1,316,301 | $145.5M |
| Modera Wealth Management, LLC | 2.20% | Add +19.6% | 1,308,567 | $144.6M |
| Nationwide Fund Advisors | 15.43% | No change | 1,288,643 | $142.4M |
| West Coast Financial LLC | 16.19% | Add +4.5% | 1,207,293 | $133.4M |
| Comerica Bank | 0.57% | Add +1.2% | 1,204,767 | $133.2M |
| M&T Bank Corp | 0.45% | Add +1.4% | 1,169,932 | $129.3M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +2.5% | 1,135,222 | $125.5M |
| United Capital Financial Advisors, LLC | 1.02% | Add +2.7% | 1,120,367 | $123.8M |
| MML Investors Services, LLC | 0.50% | Reduce -10.6% | 1,097,440 | $121.3M |
| Federation des caisses Desjardins du Quebec | 0.87% | Add +57.8% | 1,093,294 | $120.8M |
| Franklin Resources Inc. | 0.04% | Add +7.3% | 1,072,960 | $118.6M |
| Kestra Advisory Services, LLC | 0.77% | Add +5.8% | 1,041,266 | $115.1M |
| Jones Financial Companies LLLP | 0.16% | Add +5.4% | 1,035,928 | $114.5M |
| Farmers & Merchants Investments Inc. | 3.51% | Add +2.9% | 940,699 | $104.0M |
| Assetmark, Inc. | 0.34% | Add +52.7% | 932,594 | $103.1M |
| Corient Private Wealth LP | 0.18% | Add +9.4% | 911,717 | $100.8M |
| Acropolis Investment Management, LLC | 6.41% | Add +0.7% | 886,659 | $98.0M |
| Connecticut Wealth Management, LLC | 5.21% | Add +6.1% | 885,811 | $97.9M |
| Bessemer Group Inc. | 0.17% | Add +9.8% | 857,222 | $94.7M |
| UMB Bank, n.a. | 1.49% | Reduce -3.8% | 850,134 | $94.0M |
| BLB&B Advisors, LLC | 5.27% | Add +0.3% | 844,932 | $93.4M |
| Greenleaf Trust | 0.85% | Add +2.0% | 822,971 | $91.0M |
| Bridges Investment Management Inc. | 2.82% | Reduce -5.3% | 818,115 | $90.4M |
| Sequoia Financial Advisors, LLC | 1.10% | Add +2.2% | 796,980 | $88.1M |
| Destination Wealth Management | 2.89% | Add +1.4% | 786,523 | $86.9M |
| SigFig Wealth Management, LLC | 3.16% | Reduce -2.9% | 779,276 | $86.1M |
| Accredited Investors Inc. | 5.40% | Add +1.3% | 761,074 | $84.1M |
| Allworth Financial LP | 0.59% | Add +4.5% | 760,471 | $84.0M |
| Beacon Investment Advisory Services, Inc. | 3.49% | Add +9.2% | 731,747 | $80.9M |
| Janney Montgomery Scott LLC | 0.24% | Reduce -6.5% | 727,957 | $80.5M |
| J.Safra Asset Management Corp | 8.89% | New | 710,882 | $78.6M |
| Avantax Advisory Services, Inc. | 0.70% | Add +1.3% | 708,800 | $78.3M |
| Focus Partners Wealth | 0.63% | Add +125.0% | 704,094 | $77.8M |
| Main Management ETF Advisors, LLC | 4.11% | Add +3.5% | 702,900 | $77.7M |
| Moss Adams Wealth Advisors LLC | 12.48% | Add +23.4% | 702,712 | $77.7M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Reduce -1.6% | 697,422 | $77.1M |
| Steele Capital Management, Inc. | 4.11% | Add +10.9% | 648,136 | $71.6M |
| Sandy Spring Bank | 3.24% | Add +1.7% | 643,201 | $71.1M |
| Victory Capital Management Inc. | 0.07% | Reduce -21.0% | 639,857 | $70.7M |
| Goelzer Investment Management, Inc. | 3.83% | Add +13.3% | 611,404 | $67.6M |
| Glenview Trust Co | 1.45% | Add +3.4% | 611,368 | $67.6M |
| First National Trust Co | 2.70% | Reduce -9.2% | 601,966 | $66.5M |
| Oakworth Capital, Inc. | 4.93% | Add +2.7% | 592,051 | $65.4M |
| Sigma Investment Counselors Inc. | 4.17% | Reduce -0.0% | 586,038 | $64.8M |
"% 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.