iShares Core S&P Small-Cap EIJRETF
13F holders, Q2 2025 (June 30)2,508holders −25
108new positions
125sold out
7famous investors
$109.24avg. 13F price*
At the end of Q2 2025, 2,508 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, down 25 from Q1 2025. 108 opened new positions and 125 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.5B), Bank of America Corp. ($3.5B) and Morgan Stanley ($2.0B). 7 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $299.4M |
| Exits | 125 | $653.1M |
All 13F filers, Q1 2025 → Q2 2025: 20,159,336 shares bought and 38,469,505 shares sold, net −18,310,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,508 holders
| Northwestern Mutual Wealth Management Co. | 3.29% | Add +5.8% | 41,302,922 | $4.5B |
| Bank of America Corp. | 0.28% | Reduce -3.1% | 31,970,807 | $3.5B |
| Morgan Stanley | 0.13% | Reduce -3.0% | 18,135,874 | $2.0B |
| Envestnet Asset Management Inc. | 0.54% | Reduce -5.6% | 16,819,881 | $1.8B |
| Wells Fargo & Company | 0.40% | Reduce -4.0% | 16,436,847 | $1.8B |
| FMR LLC | 0.10% | Reduce -19.5% | 16,369,514 | $1.8B |
| LPL Financial LLC | 0.59% | Add +2.3% | 16,264,673 | $1.8B |
| Raymond James Financial Inc. | 0.53% | Reduce -0.8% | 13,964,084 | $1.5B |
| Bank of New York Mellon Corp | 0.26% | Reduce -5.1% | 12,427,548 | $1.4B |
| UBS Group AG | 0.23% | Reduce -5.7% | 10,006,675 | $1.1B |
| Financial Engines Advisors L.L.C. | 2.11% | Add +10.7% | 9,656,104 | $1.1B |
| Northern Trust Corp. | 0.14% | Reduce -2.2% | 9,419,097 | $1.0B |
| First Command Advisory Services, Inc. | 8.63% | Add +2.4% | 9,171,730 | $1.0B |
| BlackRock, Inc. | 0.02% | Add +1.2% | 8,343,443 | $911.9M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -0.9% | 8,024,639 | $877.0M |
| Royal Bank of Canada | 0.15% | Reduce -2.8% | 7,049,946 | $770.5M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -33.5% | 6,149,440 | $672.1M |
| Northwestern Mutual Investment Management Company, LLC | 10.15% | Reduce -5.9% | 6,036,215 | $659.7M |
| Ameriprise Financial Inc. | 0.15% | Add +2.1% | 5,507,552 | $601.8M |
| Baird Financial Group, Inc. | 1.05% | Reduce -3.3% | 5,478,695 | $598.8M |
| US Bancorp \de | 0.69% | Reduce -2.6% | 5,024,941 | $549.2M |
| Glenmede Investment Management, LP | 2.77% | — | 5,005,104 | $547.0M |
| Keybank National Association | 1.56% | Add +0.9% | 3,834,308 | $419.1M |
| Regions Financial Corp. | 2.86% | Add +5.6% | 3,798,876 | $415.2M |
| Cerity Partners LLC | 0.73% | Add +50.8% | 3,754,934 | $410.4M |
| Commonwealth Equity Services, LLC | 0.54% | Reduce -11.0% | 3,725,028 | $407.1M |
| Wealthspire Advisors, LLC | 2.27% | Reduce -4.8% | 3,698,136 | $404.2M |
| Acorns Advisers, LLC | 3.14% | Add +16.0% | 3,347,838 | $365.9M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.6% | 3,209,657 | $350.8M |
| Truist Financial Corp. | 0.50% | Reduce -13.3% | 3,133,113 | $342.4M |
| Cresset Asset Management, LLC | 1.65% | Reduce -19.1% | 3,006,063 | $328.5M |
| Provida Pension Fund Administrator | 5.86% | Reduce -31.5% | 2,959,326 | $323.4M |
| HighTower Advisors, LLC | 0.39% | Reduce -5.2% | 2,849,282 | $311.4M |
| Pathstone Holdings, LLC | 1.12% | Add +9.9% | 2,685,764 | $283.4M |
| Wealth Enhancement Advisory Services, LLC | 0.47% | Add +83.8% | 2,492,515 | $281.9M |
| Millburn Ridgefield LLC | 6.26% | Reduce -5.5% | 2,380,295 | $260.1M |
| Catalyst Capital Advisors LLC | 5.25% | Reduce -5.5% | 2,380,295 | $260.1M |
| Alesco Advisors, LLC, An ESL Co | 7.42% | Add +5.3% | 2,361,858 | $258.1M |
| Jones Financial Companies LLLP | 0.19% | Add +8.0% | 2,291,692 | $250.8M |
| Valeo Financial Advisors, LLC | 6.04% | Add +2.1% | 2,267,439 | $245.6M |
| Circle Wealth Management, LLC | 5.10% | No change | 2,101,139 | $229.6M |
| MAI Capital Management | 1.54% | Add +1.8% | 2,026,145 | $221.4M |
| Fifth Third Bancorp | 0.75% | Reduce -6.5% | 1,989,900 | $217.5M |
| Cetera Investment Advisers | 0.34% | Reduce -6.7% | 1,855,611 | $202.8M |
| Mariner, LLC | 0.28% | Reduce -0.2% | 1,745,765 | $190.8M |
| Haverford Trust Co | 1.78% | Reduce -0.1% | 1,710,797 | $187.0M |
| Bank of Montreal | 0.09% | Reduce -1.1% | 1,705,168 | $186.4M |
| Stifel Financial Corp. | 0.17% | Add +2.0% | 1,589,570 | $173.7M |
| Federation des caisses Desjardins du Quebec | 0.76% | Add +15.5% | 1,576,493 | $172.3M |
| Rockefeller Capital Management L.P. | 0.35% | Add +1.1% | 1,459,080 | $159.8M |
| Moneta Group Investment Advisors LLC | 1.90% | Add +1.7% | 1,461,545 | $159.7M |
| Modera Wealth Management, LLC | 1.96% | Reduce -11.8% | 1,451,997 | $158.7M |
| Bridges Investment Management Inc. | 2.14% | Add +1.0% | 1,447,377 | $158.2M |
| Mesirow Financial Investment Management, Inc. | 3.06% | Reduce -2.4% | 1,435,196 | $156.9M |
| Osaic Holdings, Inc. | 0.27% | Add +17.5% | 1,380,060 | $150.3M |
| Creative Planning | 0.12% | Reduce -6.2% | 1,283,517 | $140.3M |
| Clark Capital Management Group, Inc. | 0.95% | Reduce -31.1% | 1,246,697 | $136.3M |
| MML Investors Services, LLC | 0.39% | Add +0.0% | 1,232,046 | $134.7M |
| Allworth Financial LP | 0.62% | Add +2.2% | 1,190,598 | $130.1M |
| Farmers & Merchants Investments Inc. | 3.58% | Add +8.3% | 1,124,458 | $122.9M |
| Comerica Bank | 0.48% | Add +1.0% | 1,122,636 | $122.7M |
| United Capital Financial Advisors, LLC | 0.99% | Reduce -5.6% | 1,119,971 | $122.4M |
| Corient Private Wealth LP | 0.16% | Add +3.3% | 1,098,551 | $120.0M |
| Nationwide Fund Advisors | 6.71% | Add +4.8% | 1,097,538 | $119.9M |
| M&T Bank Corp | 0.39% | Reduce -8.0% | 1,044,957 | $114.2M |
| Sequoia Financial Advisors, LLC | 0.77% | Add +8.3% | 1,028,123 | $112.4M |
| Assetmark, Inc. | 0.25% | Add +0.8% | 977,507 | $106.8M |
| Avantax Advisory Services, Inc. | 0.59% | Add +5.4% | 974,377 | $106.5M |
| Franklin Resources Inc. | 0.03% | Reduce -16.7% | 943,085 | $103.1M |
| Focus Partners Wealth | 0.22% | Add +6.1% | 935,578 | $102.2M |
| Acropolis Investment Management, LLC | 5.54% | Add +0.4% | 922,025 | $100.8M |
| Brown Advisory Inc. | 0.13% | Add +17.1% | 907,424 | $99.2M |
| Atlantic Union Bankshares Corp | 2.22% | Add +7143.6% | 889,517 | $97.2M |
| State Street Corp. | 0.00% | Add +61.3% | 865,925 | $94.6M |
| Qube Research & Technologies Ltd | 0.13% | Add +264.4% | 847,352 | $92.6M |
| Members Trust Co | 3.19% | Reduce -3.6% | 846,299 | $92.5M |
| Beacon Investment Advisory Services, Inc. | 4.06% | Add +1.6% | 842,155 | $92.0M |
| Bessemer Group Inc. | 0.15% | Reduce -6.5% | 840,922 | $91.9M |
| Captrust Financial Advisors | 0.20% | Reduce -2.6% | 838,783 | $91.7M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -0.8% | 837,031 | $91.5M |
| Destination Wealth Management | 2.66% | Add +4.2% | 830,153 | $90.7M |
| Connecticut Wealth Management, LLC | 4.24% | Reduce -17.8% | 815,056 | $89.1M |
| SPX Gestao de Recursos Ltda | 8.06% | Add +73.1% | 787,565 | $86.1M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +2.6% | 779,866 | $85.2M |
| Moss Adams Wealth Advisors LLC | 7.55% | Reduce -8.8% | 760,607 | $83.1M |
| Greenleaf Trust | 0.72% | Reduce -2.3% | 749,930 | $82.0M |
| SigFig Wealth Management, LLC | 2.69% | Add +2.8% | 741,743 | $81.2M |
| Steward Partners Investment Advisory, LLC | 0.60% | Add +9.0% | 704,794 | $77.0M |
| Janney Montgomery Scott LLC | 0.20% | Reduce -13.4% | 684,007 | $74.8M |
| Accredited Investors Inc. | 4.37% | Reduce -13.0% | 675,782 | $73.9M |
| Glenview Trust Co | 1.27% | Reduce -1.5% | 673,534 | $73.6M |
| First Interstate Bank | 4.27% | Reduce -0.3% | 664,698 | $72.6M |
| Citigroup Inc. | 0.05% | Reduce -62.5% | 664,678 | $72.6M |
| BLB&B Advisors, LLC | 3.36% | Reduce -2.2% | 657,365 | $71.8M |
| Whittier Trust Co. | 0.86% | Add +2.4% | 651,841 | $71.2M |
| Kestra Advisory Services, LLC | 0.34% | Reduce -17.0% | 641,260 | $70.1M |
| UMB Bank, n.a. | 1.08% | Reduce -13.5% | 632,380 | $69.1M |
| &partners | 0.53% | Add +27.4% | 628,393 | $68.6M |
| Dynasty Wealth Management, LLC | 1.16% | Reduce -3.9% | 624,862 | $68.3M |
| Bokf, NA | 1.10% | Reduce -19.7% | 622,197 | $68.0M |
"% 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.