iShares Core S&P Small-Cap EIJRETF
13F holders, Q4 2024 (December 31)2,630holders +246
112new positions
68sold out
6famous investors
$115.14avg. 13F price*
At the end of Q4 2024, 2,630 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 246 from Q3 2024. 112 opened new positions and 68 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.4B), Bank of America Corp. ($3.7B) and FMR LLC ($2.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $381.3M |
| Exits | 68 | $60.9M |
All 13F filers, Q3 2024 → Q4 2024: 30,046,262 shares bought and 10,343,232 shares sold, net +19,703,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,630 holders
| Northwestern Mutual Wealth Management Co. | 3.71% | Add +4.9% | 38,126,911 | $4.4B |
| Bank of America Corp. | 0.34% | Add +3.4% | 32,066,508 | $3.7B |
| FMR LLC | 0.16% | Add +2.9% | 22,780,536 | $2.6B |
| Morgan Stanley | 0.15% | Add +2.6% | 19,156,050 | $2.2B |
| Envestnet Asset Management Inc. | 0.67% | Add +2.2% | 18,162,200 | $2.1B |
| Wells Fargo & Company | 0.48% | Add +6.4% | 17,170,579 | $2.0B |
| LPL Financial LLC | 0.73% | Add +11.7% | 15,646,619 | $1.8B |
| Raymond James Financial Inc. | 0.60% | — | 14,210,215 | $1.6B |
| Bank of New York Mellon Corp | 0.30% | Add +0.0% | 13,978,917 | $1.6B |
| UBS Group AG | 0.31% | Add +5.0% | 11,898,538 | $1.4B |
| Northern Trust Corp. | 0.15% | Add +9.6% | 9,344,933 | $1.1B |
| Goldman Sachs Group Inc. | 0.20% | Reduce -1.8% | 8,913,910 | $1.0B |
| First Command Advisory Services, Inc. | 9.62% | Add +0.6% | 8,803,036 | $1.0B |
| Financial Engines Advisors L.L.C. | 2.03% | Add +2.2% | 8,374,718 | $964.9M |
| BlackRock, Inc. | 0.02% | Add +7.3% | 8,259,959 | $951.7M |
| PNC Financial Services Group, Inc. | 0.63% | Reduce -0.1% | 8,136,908 | $937.5M |
| Royal Bank of Canada | 0.18% | Add +0.3% | 7,324,840 | $844.0M |
| Ameriprise Financial Inc. | 0.16% | Add +2.5% | 5,561,107 | $640.6M |
| Glenmede Trust Co. NA | 3.10% | Reduce -11.0% | 5,271,502 | $607.4M |
| US Bancorp \de | 0.78% | Reduce -0.2% | 5,151,408 | $593.5M |
| Truist Financial Corp. | 0.93% | Add +3.0% | 5,140,324 | $592.3M |
| Provida Pension Fund Administrator | 11.90% | Reduce -0.3% | 5,063,906 | $583.5M |
| Baird Financial Group, Inc. | 1.07% | Add +23.0% | 4,863,748 | $560.4M |
| Commonwealth Equity Services, LLC | 0.69% | Add +6.2% | 4,101,440 | $472.6M |
| JPMorgan Chase & Co. | 0.04% | Add +10.6% | 4,035,099 | $464.9M |
| Keybank National Association | 1.72% | Add +3.3% | 3,888,275 | $448.0M |
| Northwestern Mutual Investment Management Company, LLC | 9.50% | Reduce -1.4% | 3,731,423 | $429.9M |
| Cresset Asset Management, LLC | 2.03% | Reduce -38.9% | 3,655,169 | $421.1M |
| Regions Financial Corp. | 2.99% | Add +0.7% | 3,533,595 | $407.1M |
| HighTower Advisors, LLC | 0.49% | Add +4.1% | 3,128,895 | $360.5M |
| Acorns Advisers, LLC | 3.06% | Add +3.8% | 2,740,701 | $315.8M |
| Cerity Partners LLC | 0.61% | Add +20.1% | 2,447,744 | $282.1M |
| Pathstone Holdings, LLC | 1.23% | Reduce -3.7% | 2,416,851 | $278.4M |
| Millburn Ridgefield LLC | 6.48% | Add +11.0% | 2,246,861 | $258.9M |
| Catalyst Capital Advisors LLC | 5.52% | Add +11.0% | 2,246,861 | $258.9M |
| Fifth Third Bancorp | 0.91% | Add +5.8% | 2,175,313 | $250.6M |
| Circle Wealth Management, LLC | 5.21% | Add +0.0% | 2,115,948 | $243.8M |
| Valeo Financial Advisors, LLC | 6.49% | Add +1.8% | 2,131,099 | $232.2M |
| Wealthspire Advisors, LLC | 2.17% | Add +7.3% | 1,891,540 | $217.9M |
| Alesco Advisors, LLC, An ESL Co | 6.83% | Reduce -0.7% | 1,885,736 | $217.3M |
| Cetera Investment Advisers | 0.45% | Add +4.2% | 1,867,475 | $215.2M |
| Citigroup Inc. | 0.20% | Reduce -0.0% | 1,833,808 | $211.3M |
| Bank of Montreal | 0.11% | Add +2.7% | 1,823,652 | $210.1M |
| MAI Capital Management | 1.56% | Add +12.4% | 1,821,021 | $209.8M |
| Mariner, LLC | 0.35% | Add +3.5% | 1,804,791 | $207.9M |
| Clark Capital Management Group, Inc. | 1.41% | Add +14.4% | 1,747,388 | $201.3M |
| Jones Financial Companies LLLP | 0.19% | Add +17.0% | 1,734,575 | $199.9M |
| Haverford Trust Co | 1.97% | Add +0.3% | 1,724,170 | $198.7M |
| Modera Wealth Management, LLC | 2.39% | Add +4.8% | 1,714,704 | $197.6M |
| Bronte Capital Management Pty Ltd. | 14.77% | Add +56.0% | 1,413,412 | $187.1M |
| Creative Planning | 0.18% | Add +10.6% | 1,566,357 | $180.5M |
| Stifel Financial Corp. | 0.19% | Add +4.5% | 1,557,253 | $179.4M |
| Rockefeller Capital Management L.P. | 0.44% | Add +0.8% | 1,471,986 | $169.6M |
| Moneta Group Investment Advisors LLC | 2.37% | Add +2.3% | 1,466,229 | $168.9M |
| Mesirow Financial Investment Management, Inc. | 3.34% | Add +5.6% | 1,459,071 | $168.1M |
| Bridges Investment Management Inc. | 2.28% | Add +2.6% | 1,414,930 | $163.0M |
| Wealth Enhancement Advisory Services, LLC | 0.30% | Add +12.7% | 1,347,392 | $155.2M |
| Federation des caisses Desjardins du Quebec | 0.73% | Add +13.8% | 1,235,897 | $142.4M |
| West Coast Financial LLC | 15.63% | Add +0.1% | 1,231,490 | $141.9M |
| Osaic Holdings, Inc. | 0.32% | Add +8.9% | 1,268,799 | $141.8M |
| Allworth Financial LP | 0.76% | Add +37.9% | 1,164,863 | $138.5M |
| Comerica Bank | 0.54% | Reduce -0.3% | 1,159,654 | $133.6M |
| M&T Bank Corp | 0.44% | Add +0.6% | 1,141,600 | $131.5M |
| Franklin Resources Inc. | 0.04% | Add +4.6% | 1,127,513 | $129.9M |
| MML Investors Services, LLC | 0.45% | Add +7.0% | 1,125,977 | $129.7M |
| United Capital Financial Advisors, LLC | 1.08% | Reduce -1.1% | 1,108,429 | $127.7M |
| State Street Corp. | 0.00% | Reduce -10.0% | 1,080,102 | $124.4M |
| Private Advisor Group, LLC | 0.68% | Add +80.5% | 1,053,697 | $121.4M |
| Nationwide Fund Advisors | 9.70% | Reduce -5.0% | 1,051,693 | $121.2M |
| Kestra Advisory Services, LLC | 0.66% | Reduce -11.0% | 1,040,297 | $119.9M |
| Focus Partners Wealth | 0.31% | Add +156.8% | 1,040,110 | $119.8M |
| Connecticut Wealth Management, LLC | 5.72% | Add +5.3% | 1,010,875 | $116.5M |
| Farmers & Merchants Investments Inc. | 3.62% | Add +1.8% | 1,001,292 | $115.4M |
| Assetmark, Inc. | 0.31% | Add +3.1% | 977,830 | $112.7M |
| Janney Montgomery Scott LLC | 0.31% | Add +20.1% | 964,013 | $111.1M |
| Venturi Wealth Management, LLC | 5.44% | Add +15.7% | 958,817 | $110.5M |
| Sequoia Financial Advisors, LLC | 1.04% | Add +7.7% | 935,681 | $107.8M |
| NorthCoast Asset Management LLC | 0.52% | Add +6.6% | 925,075 | $106.6M |
| Avantax Advisory Services, Inc. | 0.66% | Add +0.5% | 908,657 | $104.7M |
| Corient Private Wealth LP | 0.17% | Reduce -11.1% | 953,017 | $104.0M |
| Acropolis Investment Management, LLC | 6.12% | Reduce -0.6% | 900,008 | $103.7M |
| Bessemer Group Inc. | 0.17% | Reduce -0.7% | 896,243 | $103.3M |
| Oakworth Capital, Inc. | 7.09% | Add +2.7% | 894,910 | $103.1M |
| Main Management ETF Advisors, LLC | 4.23% | Add +195.1% | 809,080 | $93.2M |
| Members Trust Co | 3.19% | Reduce -1.8% | 804,463 | $92.7M |
| Greenleaf Trust | 0.84% | Reduce -4.5% | 803,749 | $92.6M |
| Beacon Investment Advisory Services, Inc. | 4.00% | Reduce -5.3% | 801,214 | $92.3M |
| Alberta Investment Management Corp | 0.64% | Add +59.2% | 793,981 | $91.5M |
| Moss Adams Wealth Advisors LLC | 9.56% | Add +1.1% | 785,275 | $90.5M |
| UMB Bank, n.a. | 1.43% | Reduce -4.3% | 785,062 | $90.5M |
| Destination Wealth Management | 2.79% | Reduce -1.9% | 774,576 | $89.2M |
| Accredited Investors Inc. | 5.20% | Reduce -0.7% | 770,789 | $88.8M |
| Horizon Investments, LLC | 2.51% | Add +17.8% | 759,142 | $87.5M |
| Bokf, NA | 1.47% | Add +0.6% | 769,250 | $87.0M |
| Steele Capital Management, Inc. | 4.52% | Add +10.6% | 753,176 | $86.8M |
| Captrust Financial Advisors | 0.24% | Reduce -0.6% | 737,025 | $84.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +16.2% | 726,948 | $83.8M |
| Dynasty Wealth Management, LLC | 1.43% | Reduce -50.0% | 720,964 | $83.1M |
| SigFig Wealth Management, LLC | 2.94% | Add +0.1% | 706,015 | $81.2M |
| BLB&B Advisors, LLC | 4.10% | Reduce -3.1% | 697,953 | $80.4M |
"% 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.