iShares Core S&P Small-Cap EIJRETF
13F holders, Q3 2024 (September 30)2,384holders +74
126new positions
70sold out
6famous investors
$116.56avg. 13F price*
At the end of Q3 2024, 2,384 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 74 from Q2 2024. 126 opened new positions and 70 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.3B), Bank of America Corp. ($3.6B) and FMR LLC ($2.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 126 | $325.4M |
| Exits | 70 | $197.6M |
All 13F filers, Q2 2024 → Q3 2024: 24,324,827 shares bought and 15,928,412 shares sold, net +8,396,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,384 holders
| Northwestern Mutual Wealth Management Co. | 3.78% | Add +4.1% | 36,340,416 | $4.3B |
| Bank of America Corp. | 0.32% | Add +1.9% | 31,013,567 | $3.6B |
| FMR LLC | 0.16% | Add +5.9% | 22,136,867 | $2.6B |
| Morgan Stanley | 0.16% | Add +2.5% | 18,670,990 | $2.2B |
| Envestnet Asset Management Inc. | 0.67% | Add +3.8% | 17,767,487 | $2.1B |
| Wells Fargo & Company | 0.46% | Add +1.4% | 16,141,761 | $1.9B |
| LPL Financial LLC | 0.73% | Add +5.2% | 14,006,749 | $1.6B |
| Bank of New York Mellon Corp | 0.30% | Reduce -4.4% | 13,974,141 | $1.6B |
| UBS Group AG | 0.37% | Add +1.4% | 11,333,708 | $1.3B |
| Raymond James & Associates | 0.71% | Add +1.4% | 9,904,939 | $1.2B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -29.9% | 9,074,185 | $1.1B |
| First Command Advisory Services, Inc. | 9.88% | Add +0.8% | 8,751,423 | $1.0B |
| Northern Trust Corp. | 0.16% | Add +3.8% | 8,525,525 | $997.1M |
| Financial Engines Advisors L.L.C. | 2.00% | Reduce -0.8% | 8,196,206 | $958.6M |
| PNC Financial Services Group, Inc. | 0.61% | Reduce -1.2% | 8,143,297 | $952.4M |
| BlackRock, Inc. | 0.02% | — | 7,699,296 | $900.5M |
| Royal Bank of Canada | 0.19% | Reduce -2.0% | 7,299,181 | $853.7M |
| Cresset Asset Management, LLC | 2.72% | Add +4.6% | 5,983,572 | $699.8M |
| Glenmede Trust Co. NA | 3.31% | Add +5.5% | 5,921,479 | $692.6M |
| Ameriprise Financial Inc. | 0.16% | Reduce -3.4% | 5,424,509 | $635.2M |
| US Bancorp \de | 0.78% | Add +0.4% | 5,160,662 | $603.6M |
| Provida Pension Fund Administrator | 12.95% | Reduce -6.0% | 5,079,256 | $594.2M |
| Truist Financial Corp. | 0.92% | Reduce -0.2% | 4,992,636 | $583.9M |
| Baird Financial Group, Inc. | 0.90% | Add +3.8% | 3,955,610 | $462.6M |
| Commonwealth Equity Services, LLC | 0.68% | Add +1.3% | 3,860,464 | $451.5M |
| Northwestern Mutual Investment Management Company, LLC | 10.33% | Add +0.7% | 3,786,018 | $442.8M |
| Raymond James Financial Services Advisors, Inc. | 0.59% | Reduce -0.2% | 3,780,134 | $442.1M |
| Keybank National Association | 1.70% | Add +0.5% | 3,764,664 | $440.3M |
| JPMorgan Chase & Co. | 0.03% | Add +21.9% | 3,649,059 | $426.8M |
| Regions Financial Corp. | 2.95% | Reduce -1.7% | 3,508,022 | $410.3M |
| HighTower Advisors, LLC | 0.52% | Add +0.7% | 3,005,132 | $351.4M |
| Acorns Advisers, LLC | 3.05% | Reduce -0.4% | 2,639,313 | $308.7M |
| Pathstone Holdings, LLC | 1.31% | Add +1.5% | 2,509,399 | $293.5M |
| Circle Wealth Management, LLC | 5.49% | Add +0.0% | 2,115,922 | $247.5M |
| Fifth Third Bancorp | 0.87% | Add +4.6% | 2,055,280 | $240.4M |
| Cerity Partners LLC | 0.53% | Add +9.0% | 2,037,781 | $238.3M |
| Millburn Ridgefield LLC | 6.20% | Reduce -9.2% | 2,023,775 | $236.7M |
| Catalyst Capital Advisors LLC | 5.33% | Reduce -9.2% | 2,023,775 | $236.7M |
| Valeo Financial Advisors, LLC | 6.50% | Add +5.3% | 2,093,376 | $227.5M |
| Alesco Advisors, LLC, An ESL Co | 6.87% | Reduce -1.0% | 1,899,684 | $222.2M |
| Citigroup Inc. | 0.20% | Reduce -0.2% | 1,834,228 | $214.5M |
| Cetera Investment Advisers | 0.46% | Add +2.8% | 1,793,109 | $209.7M |
| Bank of Montreal | 0.10% | Reduce -5.4% | 1,776,080 | $207.0M |
| Wealthspire Advisors, LLC | 2.10% | Add +6.1% | 1,762,984 | $206.2M |
| Mariner, LLC | 0.36% | Add +0.8% | 1,743,125 | $203.9M |
| Haverford Trust Co | 1.96% | Reduce -1.3% | 1,718,794 | $201.0M |
| Modera Wealth Management, LLC | 2.44% | Add +13.0% | 1,636,314 | $191.4M |
| MAI Capital Management | 1.81% | Add +5.5% | 1,619,641 | $189.4M |
| Clark Capital Management Group, Inc. | 1.22% | Add +4.5% | 1,527,630 | $178.7M |
| Stifel Financial Corp. | 0.18% | Add +1.8% | 1,490,908 | $174.4M |
| Jones Financial Companies LLLP | 0.18% | Add +21.2% | 1,482,698 | $173.1M |
| Rockefeller Capital Management L.P. | 0.46% | Add +7.5% | 1,460,978 | $170.9M |
| Moneta Group Investment Advisors LLC | 2.43% | Add +0.9% | 1,432,653 | $167.6M |
| Creative Planning | 0.16% | Reduce -3.5% | 1,416,016 | $165.6M |
| Mesirow Financial Investment Management, Inc. | 3.13% | Add +4.5% | 1,382,237 | $161.7M |
| Bridges Investment Management Inc. | 2.25% | Add +6.3% | 1,378,642 | $161.2M |
| West Coast Financial LLC | 15.83% | Add +0.5% | 1,230,799 | $144.0M |
| State Street Corp. | 0.01% | Reduce -6.2% | 1,199,927 | $140.3M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +1.2% | 1,195,698 | $139.8M |
| Kestra Advisory Services, LLC | 0.75% | Reduce -1.5% | 1,169,357 | $136.8M |
| Osaic Holdings, Inc. | 0.31% | Reduce -21.6% | 1,165,382 | $136.4M |
| Comerica Bank | 0.54% | Reduce -5.2% | 1,163,446 | $136.1M |
| M&T Bank Corp | 0.44% | Reduce -2.4% | 1,134,523 | $132.7M |
| United Capital Financial Advisors, LLC | 1.08% | Add +0.9% | 1,120,532 | $131.1M |
| Nationwide Fund Advisors | 10.23% | Reduce -13.9% | 1,107,397 | $129.5M |
| Federation des caisses Desjardins du Quebec | 0.63% | Reduce -14.6% | 1,086,031 | $127.0M |
| Franklin Resources Inc. | 0.04% | Add +0.8% | 1,078,146 | $126.1M |
| Corient Private Wealth LP | 0.20% | Add +18.5% | 1,071,848 | $125.2M |
| MML Investors Services, LLC | 0.45% | Add +1.6% | 1,052,023 | $123.0M |
| Farmers & Merchants Investments Inc. | 3.58% | Add +1.6% | 983,872 | $115.1M |
| Connecticut Wealth Management, LLC | 5.43% | Add +4.9% | 959,771 | $112.3M |
| Assetmark, Inc. | 0.32% | Reduce -0.0% | 948,034 | $110.9M |
| Bronte Capital Management Pty Ltd. | 8.61% | Add +0.2% | 906,177 | $106.0M |
| Acropolis Investment Management, LLC | 6.29% | Reduce -1.1% | 905,430 | $105.9M |
| Avantax Advisory Services, Inc. | 0.69% | Add +0.8% | 904,356 | $105.8M |
| Bessemer Group Inc. | 0.17% | Reduce -0.3% | 902,562 | $105.6M |
| Oakworth Capital, Inc. | 7.07% | Add +47.9% | 871,730 | $102.0M |
| Sequoia Financial Advisors, LLC | 1.09% | Add +3.3% | 868,939 | $101.6M |
| Beacon Investment Advisory Services, Inc. | 4.12% | Add +1.6% | 846,489 | $99.0M |
| Allworth Financial LP | 0.60% | Add +2.7% | 844,645 | $98.8M |
| Greenleaf Trust | 0.88% | Add +1.7% | 842,043 | $98.5M |
| Venturi Wealth Management, LLC | 5.08% | Add +15751.5% | 828,874 | $96.9M |
| UMB Bank, n.a. | 1.49% | Reduce -2.5% | 820,303 | $95.9M |
| Members Trust Co | 3.11% | Reduce -12.4% | 818,841 | $95.8M |
| Janney Montgomery Scott LLC | 0.26% | Add +1.5% | 802,915 | $93.9M |
| Destination Wealth Management | 2.86% | Add +0.3% | 789,346 | $92.3M |
| Accredited Investors Inc. | 5.20% | Add +1.3% | 776,554 | $90.8M |
| Moss Adams Wealth Advisors LLC | 9.94% | Add +3.8% | 776,534 | $90.8M |
| Bokf, NA | 1.55% | Add +44.3% | 764,885 | $87.2M |
| Captrust Financial Advisors | 0.26% | Add +0.9% | 741,708 | $86.8M |
| BLB&B Advisors, LLC | 4.31% | Reduce -19.2% | 720,585 | $84.3M |
| SigFig Wealth Management, LLC | 2.98% | Reduce -9.9% | 705,027 | $82.2M |
| Steele Capital Management, Inc. | 4.16% | Add +4.1% | 680,915 | $79.6M |
| Sandy Spring Bank | 3.16% | Add +1.6% | 657,293 | $76.9M |
| Glenview Trust Co | 1.47% | Add +2.6% | 655,248 | $76.6M |
| Dynasty Wealth Management, LLC | 2.29% | Add +184.8% | 1,442,047 | $75.9M |
| First Interstate Bank | 4.60% | Add +34.6% | 646,806 | $75.7M |
| Horizon Investments, LLC | 2.00% | Add +242.8% | 644,337 | $75.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -5.9% | 625,736 | $73.2M |
| Whittier Trust Co. | 0.98% | Add +2.5% | 624,209 | $73.0M |
"% 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.