iShares Core S&P Small-Cap EIJRETF
13F holders, Q1 2025 (March 31)2,533holders −97
85new positions
163sold out
5famous investors
$104.97avg. 13F price*
At the end of Q1 2025, 2,533 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, down 97 from Q4 2024. 85 opened new positions and 163 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.1B), Bank of America Corp. ($3.5B) and FMR LLC ($2.1B). 5 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 Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $275.3M |
| Exits | 163 | $315.1M |
All 13F filers, Q4 2024 → Q1 2025: 24,987,595 shares bought and 26,368,389 shares sold, net −1,380,794 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,533 holders
| Northwestern Mutual Wealth Management Co. | 3.34% | Add +2.4% | 39,050,599 | $4.1B |
| Bank of America Corp. | 0.31% | Add +2.9% | 32,997,959 | $3.5B |
| FMR LLC | 0.14% | Reduce -10.8% | 20,328,417 | $2.1B |
| Morgan Stanley | 0.14% | Reduce -2.4% | 18,703,932 | $2.0B |
| Envestnet Asset Management Inc. | 0.60% | Reduce -1.9% | 17,810,343 | $1.9B |
| Wells Fargo & Company | 0.43% | Reduce -0.2% | 17,131,403 | $1.8B |
| LPL Financial LLC | 0.65% | Add +1.6% | 15,897,788 | $1.7B |
| Raymond James Financial Inc. | 0.55% | Reduce -0.9% | 14,078,882 | $1.5B |
| Bank of New York Mellon Corp | 0.27% | Reduce -6.3% | 13,095,546 | $1.4B |
| UBS Group AG | 0.25% | Reduce -10.8% | 10,607,421 | $1.1B |
| Northern Trust Corp. | 0.15% | Add +3.1% | 9,633,447 | $1.0B |
| Goldman Sachs Group Inc. | 0.18% | Add +3.8% | 9,253,027 | $967.6M |
| First Command Advisory Services, Inc. | 8.98% | Add +1.8% | 8,958,512 | $936.9M |
| Financial Engines Advisors L.L.C. | 1.96% | Add +4.2% | 8,726,309 | $912.5M |
| BlackRock, Inc. | 0.02% | Reduce -0.2% | 8,241,756 | $861.8M |
| PNC Financial Services Group, Inc. | 0.44% | Reduce -0.5% | 8,100,347 | $847.1M |
| Royal Bank of Canada | 0.17% | Reduce -1.0% | 7,249,302 | $758.1M |
| Northwestern Mutual Investment Management Company, LLC | 10.65% | Add +72.0% | 6,416,033 | $670.9M |
| Baird Financial Group, Inc. | 1.14% | Add +16.5% | 5,665,131 | $592.4M |
| Ameriprise Financial Inc. | 0.15% | Reduce -3.0% | 5,394,805 | $563.4M |
| Glenmede Trust Co. NA | 2.94% | Reduce -0.5% | 5,243,517 | $548.3M |
| US Bancorp \de | 0.72% | Add +0.1% | 5,156,813 | $539.2M |
| Provida Pension Fund Administrator | 9.11% | Reduce -14.7% | 4,321,751 | $451.9M |
| Commonwealth Equity Services, LLC | 0.62% | Add +2.0% | 4,184,086 | $437.5M |
| Wealthspire Advisors, LLC | 2.43% | Add +105.3% | 3,883,282 | $406.1M |
| Keybank National Association | 1.59% | Reduce -2.3% | 3,799,295 | $397.3M |
| Cresset Asset Management, LLC | 1.95% | Add +1.6% | 3,714,158 | $388.4M |
| Truist Financial Corp. | 0.61% | Reduce -29.7% | 3,615,186 | $378.0M |
| Regions Financial Corp. | 2.80% | Add +1.8% | 3,598,663 | $376.3M |
| JPMorgan Chase & Co. | 0.03% | Reduce -18.3% | 3,296,337 | $344.7M |
| Main Management ETF Advisors, LLC | 16.56% | Reduce -10.2% | 726,530 | $340.7M |
| HighTower Advisors, LLC | 0.43% | Reduce -3.9% | 3,006,333 | $314.4M |
| Acorns Advisers, LLC | 2.90% | Add +5.3% | 2,886,776 | $301.9M |
| Millburn Ridgefield LLC | 6.38% | Add +12.1% | 2,519,585 | $263.5M |
| Catalyst Capital Advisors LLC | 5.40% | Add +12.1% | 2,519,585 | $263.5M |
| Cerity Partners LLC | 0.54% | Add +1.7% | 2,489,394 | $260.3M |
| Pathstone Holdings, LLC | 1.11% | Add +1.1% | 2,444,118 | $255.6M |
| Alesco Advisors, LLC, An ESL Co | 7.36% | Add +18.9% | 2,242,239 | $234.5M |
| Fifth Third Bancorp | 0.85% | Reduce -2.2% | 2,127,434 | $222.5M |
| Jones Financial Companies LLLP | 0.20% | Add +22.3% | 2,121,798 | $221.1M |
| Valeo Financial Advisors, LLC | 6.15% | Add +4.3% | 2,221,754 | $220.2M |
| Circle Wealth Management, LLC | 5.09% | Reduce -0.7% | 2,101,139 | $219.7M |
| MAI Capital Management | 1.58% | Add +9.3% | 1,990,914 | $208.2M |
| Cetera Investment Advisers | 0.40% | Add +6.5% | 1,989,115 | $208.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +1175.2% | 1,912,735 | $200.0M |
| Clark Capital Management Group, Inc. | 1.36% | Add +3.5% | 1,808,016 | $189.1M |
| Citigroup Inc. | 0.14% | Reduce -3.5% | 1,769,976 | $185.1M |
| Mariner, LLC | 0.30% | Reduce -3.1% | 1,748,838 | $182.9M |
| Bank of Montreal | 0.10% | Reduce -5.4% | 1,724,728 | $180.4M |
| Haverford Trust Co | 1.80% | Reduce -0.6% | 1,713,109 | $179.1M |
| Modera Wealth Management, LLC | 2.33% | Reduce -4.0% | 1,646,146 | $172.1M |
| Stifel Financial Corp. | 0.17% | Add +0.1% | 1,558,918 | $163.0M |
| Bronte Capital Management Pty Ltd. | 12.56% | Reduce -8.1% | 1,298,378 | $154.5M |
| Mesirow Financial Investment Management, Inc. | 2.98% | Add +0.7% | 1,469,726 | $153.7M |
| Rockefeller Capital Management L.P. | 0.37% | Reduce -2.0% | 1,443,073 | $150.9M |
| Moneta Group Investment Advisors LLC | 2.07% | Reduce -2.0% | 1,437,266 | $150.3M |
| Bridges Investment Management Inc. | 2.16% | Add +1.2% | 1,432,464 | $149.8M |
| West Coast Financial LLC | 16.85% | Add +14.6% | 1,411,199 | $147.6M |
| Creative Planning | 0.13% | Reduce -12.6% | 1,368,842 | $143.1M |
| Federation des caisses Desjardins du Quebec | 0.71% | Add +10.4% | 1,365,031 | $142.7M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Add +0.7% | 1,356,364 | $141.8M |
| MML Investors Services, LLC | 0.43% | Add +9.4% | 1,231,676 | $128.8M |
| United Capital Financial Advisors, LLC | 1.06% | Add +7.0% | 1,186,375 | $124.1M |
| Osaic Holdings, Inc. | 0.27% | Reduce -7.5% | 1,174,223 | $122.9M |
| M&T Bank Corp | 0.43% | Reduce -0.5% | 1,136,002 | $118.8M |
| Franklin Resources Inc. | 0.03% | Add +0.4% | 1,131,587 | $118.3M |
| Allworth Financial LP | 0.66% | Add +0.1% | 1,165,465 | $116.4M |
| Comerica Bank | 0.49% | Reduce -4.2% | 1,111,264 | $116.2M |
| Corient Private Wealth LP | 0.18% | Add +11.6% | 1,063,874 | $111.2M |
| Nationwide Fund Advisors | 9.34% | Reduce -0.4% | 1,047,541 | $109.5M |
| Farmers & Merchants Investments Inc. | 3.45% | Add +3.7% | 1,037,914 | $108.5M |
| Connecticut Wealth Management, LLC | 5.43% | Reduce -1.9% | 992,066 | $103.7M |
| Assetmark, Inc. | 0.28% | Reduce -0.8% | 970,035 | $101.4M |
| Sequoia Financial Advisors, LLC | 0.77% | Add +1.5% | 949,474 | $99.3M |
| Avantax Advisory Services, Inc. | 0.59% | Add +1.7% | 924,395 | $96.7M |
| Acropolis Investment Management, LLC | 5.70% | Add +2.1% | 918,675 | $96.1M |
| Bessemer Group Inc. | 0.17% | Add +0.3% | 899,151 | $94.0M |
| Focus Partners Wealth | 0.23% | Reduce -15.2% | 881,864 | $92.2M |
| Members Trust Co | 3.20% | Add +9.2% | 878,266 | $91.8M |
| Captrust Financial Advisors | 0.23% | Add +16.8% | 861,169 | $90.1M |
| NorthCoast Asset Management LLC | 0.44% | Reduce -8.8% | 843,652 | $88.2M |
| Moss Adams Wealth Advisors LLC | 9.18% | Add +6.2% | 833,855 | $87.2M |
| Beacon Investment Advisory Services, Inc. | 4.06% | Add +3.5% | 828,954 | $86.7M |
| Ieq Capital, LLC | 0.67% | Add +45.3% | 810,376 | $84.7M |
| Destination Wealth Management | 2.63% | Add +2.9% | 796,785 | $83.3M |
| Janney Montgomery Scott LLC | 0.23% | Reduce -18.1% | 789,955 | $82.6M |
| Accredited Investors Inc. | 5.04% | Add +0.8% | 776,706 | $81.2M |
| Bokf, NA | 1.43% | Add +0.8% | 775,128 | $81.1M |
| Brown Advisory Inc. | 0.12% | Add +63.4% | 774,671 | $81.0M |
| Kestra Advisory Services, LLC | 0.39% | Reduce -25.7% | 772,772 | $80.8M |
| Steele Capital Management, Inc. | 4.19% | Add +2.1% | 769,082 | $80.4M |
| Greenleaf Trust | 0.73% | Reduce -4.5% | 767,755 | $80.3M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +4.5% | 760,037 | $79.5M |
| UMB Bank, n.a. | 1.26% | Reduce -6.9% | 731,174 | $76.5M |
| Horizon Investments, LLC | 2.27% | Reduce -4.2% | 727,331 | $76.1M |
| SigFig Wealth Management, LLC | 2.71% | Add +2.2% | 721,295 | $75.0M |
| Sandy Spring Bank | 3.06% | Add +2.9% | 694,813 | $72.7M |
| Glenview Trust Co | 1.39% | Add +2.8% | 683,704 | $71.5M |
| BLB&B Advisors, LLC | 3.58% | Reduce -3.7% | 672,202 | $70.3M |
| First Interstate Bank | 4.16% | Add +2.0% | 666,516 | $69.7M |
"% 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.