iShares Core S&P Small-Cap EIJRETF
13F holders, Q3 2025 (September 30)2,529holders +21
115new positions
86sold out
5famous investors
$118.60avg. 13F price*
At the end of Q3 2025, 2,529 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 21 from Q2 2025. 115 opened new positions and 86 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.0B), Bank of America Corp. ($3.8B) and FMR LLC ($2.2B). 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 Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $142.0M |
| Exits | 86 | $356.1M |
All 13F filers, Q2 2025 → Q3 2025: 32,510,530 shares bought and 25,808,915 shares sold, net +6,701,615 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,529 holders
| Northwestern Mutual Wealth Management Co. | 3.35% | Add +2.5% | 42,327,458 | $5.0B |
| Bank of America Corp. | 0.28% | Reduce -0.8% | 31,704,289 | $3.8B |
| FMR LLC | 0.12% | Add +13.8% | 18,619,569 | $2.2B |
| Morgan Stanley | 0.13% | Reduce -0.9% | 17,977,551 | $2.1B |
| LPL Financial LLC | 0.57% | Add +1.6% | 16,532,634 | $2.0B |
| Wells Fargo & Company | 0.37% | Reduce -6.3% | 15,402,744 | $1.8B |
| Jones Financial Companies LLLP | 1.20% | Add +549.5% | 14,885,601 | $1.8B |
| Envestnet Asset Management Inc. | 0.50% | Reduce -12.3% | 14,749,090 | $1.8B |
| Raymond James Financial Inc. | 0.52% | Reduce -1.7% | 13,729,381 | $1.6B |
| Bank of New York Mellon Corp | 0.26% | Reduce -2.8% | 12,073,994 | $1.4B |
| UBS Group AG | 0.24% | Add +3.7% | 10,381,294 | $1.2B |
| Northern Trust Corp. | 0.14% | Reduce -0.6% | 9,366,738 | $1.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 8,333,100 | $990.2M |
| PNC Financial Services Group, Inc. | 0.57% | Reduce -1.8% | 7,878,292 | $936.2M |
| Financial Engines Advisors L.L.C. | 1.76% | Reduce -19.5% | 7,774,548 | $923.8M |
| Royal Bank of Canada | 0.15% | Add +0.6% | 7,094,168 | $843.0M |
| First Command Advisory Services, Inc. | 5.53% | Reduce -30.1% | 6,415,966 | $762.4M |
| Goldman Sachs Group Inc. | 0.11% | Add +4.2% | 6,408,796 | $761.6M |
| Baird Financial Group, Inc. | 1.10% | Add +5.3% | 5,770,252 | $685.7M |
| JPMorgan Chase & Co. | 0.04% | Add +60.1% | 5,138,062 | $610.6M |
| US Bancorp \de | 0.70% | Reduce -1.1% | 4,968,235 | $590.4M |
| Glenmede Investment Management, LP | 2.81% | Reduce -2.3% | 4,890,176 | $581.1M |
| Ameriprise Financial Inc. | 0.13% | Reduce -11.7% | 4,863,888 | $578.3M |
| Northwestern Mutual Investment Management Company, LLC | 7.94% | Reduce -23.5% | 4,619,141 | $548.9M |
| Truist Financial Corp. | 0.66% | Add +30.1% | 4,074,572 | $484.2M |
| Cerity Partners LLC | 0.78% | Add +7.8% | 4,049,483 | $481.2M |
| Provida Pension Fund Administrator | 8.01% | Add +30.7% | 3,866,746 | $459.5M |
| Regions Financial Corp. | 2.97% | Add +0.9% | 3,831,895 | $455.3M |
| Keybank National Association | 1.58% | Reduce -1.5% | 3,777,756 | $448.9M |
| Wealthspire Advisors, LLC | 2.31% | Add +0.5% | 3,714,872 | $441.4M |
| Acorns Advisers, LLC | 3.24% | Add +3.7% | 3,470,507 | $412.4M |
| Commonwealth Equity Services, LLC | 0.53% | Reduce -7.5% | 3,446,499 | $409.5M |
| Cresset Asset Management, LLC | 1.63% | Add +3.4% | 3,107,666 | $369.3M |
| HighTower Advisors, LLC | 0.40% | Add +4.5% | 2,977,717 | $353.8M |
| Cetera Investment Advisers | 0.37% | Add +43.6% | 2,663,919 | $316.6M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Reduce -1.8% | 2,447,448 | $289.4M |
| Alesco Advisors, LLC, An ESL Co | 7.52% | Reduce -1.1% | 2,334,592 | $277.4M |
| Pathstone Holdings, LLC | 1.04% | Reduce -14.7% | 2,291,219 | $272.3M |
| Valeo Financial Advisors, LLC | 6.18% | Add +1.5% | 2,302,241 | $271.1M |
| Millburn Ridgefield LLC | 6.27% | Reduce -7.2% | 2,208,715 | $262.5M |
| Catalyst Capital Advisors LLC | 5.30% | Reduce -7.2% | 2,208,715 | $262.5M |
| Circle Wealth Management, LLC | 4.86% | Add +0.1% | 2,103,593 | $250.0M |
| Fifth Third Bancorp | 0.77% | Add +1.6% | 2,021,456 | $240.2M |
| MAI Capital Management | 1.49% | Reduce -0.9% | 2,007,899 | $238.6M |
| Mariner, LLC | 0.27% | Reduce -0.5% | 1,737,543 | $206.5M |
| Bank of Montreal | 0.09% | Reduce -0.3% | 1,699,831 | $202.0M |
| Haverford Trust Co | 1.81% | Reduce -1.2% | 1,690,361 | $200.9M |
| Stifel Financial Corp. | 0.18% | Add +3.0% | 1,637,850 | $194.6M |
| Osaic Holdings, Inc. | 0.27% | Add +18.1% | 1,629,724 | $193.2M |
| Steward Partners Investment Advisory, LLC | 1.04% | Add +117.4% | 1,532,026 | $182.1M |
| Moneta Group Investment Advisors LLC | 1.40% | Add +1.2% | 1,478,979 | $175.7M |
| Mesirow Financial Investment Management, Inc. | 3.14% | Add +3.0% | 1,478,144 | $175.6M |
| Modera Wealth Management, LLC | 1.99% | Reduce -0.4% | 1,446,491 | $171.9M |
| Rockefeller Capital Management L.P. | 0.33% | Reduce -2.0% | 1,430,194 | $169.9M |
| State Street Corp. | 0.01% | Add +57.9% | 1,367,332 | $162.5M |
| Bridges Investment Management Inc. | 1.97% | Reduce -10.6% | 1,294,092 | $153.8M |
| Creative Planning | 0.12% | Reduce -0.9% | 1,271,447 | $151.1M |
| Clark Capital Management Group, Inc. | 0.94% | Add +1.3% | 1,262,795 | $150.1M |
| Corient Private Wealth LP | 0.24% | Add +57.8% | 1,733,501 | $150.1M |
| Allworth Financial LP | 0.65% | Add +3.1% | 1,227,931 | $145.9M |
| MML Investors Services, LLC | 0.38% | Reduce -1.7% | 1,210,705 | $143.9M |
| Farmers & Merchants Investments Inc. | 3.88% | Add +2.4% | 1,151,423 | $136.8M |
| Comerica Bank | 0.51% | Add +1.8% | 1,143,144 | $135.8M |
| United Capital Financial Advisors, LLC | 0.93% | Reduce -2.9% | 1,087,820 | $129.3M |
| Mercer Global Advisors Inc. | 0.21% | Add +168.3% | 1,082,965 | $128.7M |
| Focus Partners Wealth | 0.20% | Add +14.2% | 1,068,456 | $126.9M |
| Nationwide Fund Advisors | 6.94% | Reduce -3.6% | 1,058,435 | $125.8M |
| M&T Bank Corp | 0.40% | Reduce -5.0% | 992,167 | $117.9M |
| Franklin Resources Inc. | 0.03% | Add +3.4% | 975,224 | $115.9M |
| Assetmark, Inc. | 0.24% | Reduce -5.0% | 928,756 | $110.4M |
| Acropolis Investment Management, LLC | 5.44% | Add +6.3% | 979,780 | $107.1M |
| Atlantic Union Bankshares Corp | 2.00% | Add +0.5% | 893,650 | $106.2M |
| Beacon Investment Advisory Services, Inc. | 4.44% | Add +5.5% | 888,362 | $105.6M |
| Moss Adams Wealth Advisors LLC | 7.89% | Add +12.0% | 852,159 | $101.3M |
| Brown Advisory Inc. | 0.13% | Reduce -6.2% | 850,943 | $101.1M |
| Members Trust Co | 3.30% | Reduce -0.1% | 845,038 | $100.4M |
| Captrust Financial Advisors | 0.20% | Add +0.6% | 843,456 | $100.2M |
| Destination Wealth Management | 2.74% | Add +0.8% | 836,705 | $99.4M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -0.6% | 831,644 | $98.8M |
| Bessemer Group Inc. | 0.15% | Reduce -2.6% | 818,615 | $97.3M |
| Janney Montgomery Scott LLC | 0.22% | Add +13.9% | 778,971 | $92.6M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -2.6% | 759,891 | $90.3M |
| &partners | 0.58% | Add +20.6% | 757,836 | $90.1M |
| Greenleaf Trust | 0.80% | Reduce -1.4% | 739,683 | $87.9M |
| Kestra Advisory Services, LLC | 0.38% | Add +7.7% | 690,742 | $82.1M |
| Whittier Trust Co. | 0.92% | Add +3.2% | 672,489 | $80.8M |
| Glenview Trust Co | 1.28% | Add +0.8% | 679,188 | $80.7M |
| First Interstate Bank | 4.39% | Add +0.7% | 669,222 | $79.5M |
| Dynasty Wealth Management, LLC | 1.04% | Add +5.3% | 658,065 | $78.2M |
| Ally Financial Inc. | 9.41% | Add +3.7% | 641,000 | $76.2M |
| Accredited Investors Inc. | 4.21% | Reduce -6.1% | 634,484 | $75.4M |
| Natixis Advisors, LLC | 0.11% | Add +15.2% | 631,221 | $75.0M |
| Teacher Retirement System of Texas | 0.29% | No change | 617,457 | $73.4M |
| Steele Capital Management, Inc. | 3.25% | Reduce -0.6% | 616,608 | $73.3M |
| Citigroup Inc. | 0.05% | Reduce -7.8% | 613,015 | $72.8M |
| Connecticut Wealth Management, LLC | 3.19% | Reduce -25.8% | 604,937 | $71.9M |
| UMB Bank, n.a. | 1.06% | Reduce -4.4% | 604,592 | $71.8M |
| NewEdge Advisors, LLC | 0.32% | Add +8.4% | 600,076 | $71.3M |
| SWF LLC | 7.30% | No change | 599,244 | $71.2M |
| Sigma Investment Counselors Inc. | 3.60% | Reduce -1.1% | 584,435 | $69.4M |
"% 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.