iShares Core S&P Small-Cap EIJRETF
13F holders, Q4 2025 (December 31)2,741holders +212
135new positions
92sold out
8famous investors
$120.03avg. 13F price*
At the end of Q4 2025, 2,741 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 212 from Q3 2025. 135 opened new positions and 92 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.1B), Bank of America Corp. ($4.0B) and FMR LLC ($2.6B). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 135 | $398.2M |
| Exits | 92 | $129.2M |
All 13F filers, Q3 2025 → Q4 2025: 31,440,612 shares bought and 18,485,232 shares sold, net +12,955,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,741 holders
| Northwestern Mutual Wealth Management Co. | 3.23% | Add +0.6% | 42,562,587 | $5.1B |
| Bank of America Corp. | 0.29% | Add +6.0% | 33,605,423 | $4.0B |
| FMR LLC | 0.13% | Add +14.9% | 21,386,228 | $2.6B |
| Morgan Stanley | 0.13% | Add +0.5% | 18,064,089 | $2.2B |
| LPL Financial LLC | 0.58% | Add +6.0% | 17,525,618 | $2.1B |
| Envestnet Asset Management Inc. | 0.58% | Add +10.8% | 16,340,857 | $2.0B |
| Jones Financial Companies LLLP | 1.19% | Add +9.2% | 16,260,705 | $2.0B |
| Wells Fargo & Company | 0.35% | Reduce -2.9% | 14,958,652 | $1.8B |
| Raymond James Financial Inc. | 0.53% | Add +2.7% | 14,095,517 | $1.7B |
| Bank of New York Mellon Corp | 0.26% | Reduce -0.1% | 12,056,292 | $1.4B |
| UBS Group AG | 0.23% | Reduce -7.7% | 9,577,268 | $1.2B |
| Northern Trust Corp. | 0.14% | Add +0.8% | 9,440,907 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +2.2% | 8,519,398 | $1.0B |
| PNC Financial Services Group, Inc. | 0.52% | Add +1.0% | 7,957,626 | $956.3M |
| Financial Engines Advisors L.L.C. | 1.78% | Add +0.6% | 7,821,522 | $940.0M |
| Royal Bank of Canada | 0.15% | Add +2.7% | 7,286,580 | $875.7M |
| Goldman Sachs Group Inc. | 0.11% | Add +1.0% | 6,472,847 | $777.9M |
| First Command Advisory Services, Inc. | 5.42% | Add +0.8% | 6,469,879 | $777.5M |
| Northwestern Mutual Investment Management Company, LLC | 8.75% | Add +35.0% | 6,236,257 | $749.5M |
| Baird Financial Group, Inc. | 1.15% | Add +6.3% | 6,133,925 | $737.2M |
| Glenmede Trust Co. NA | 2.82% | — | 4,957,174 | $595.8M |
| US Bancorp \de | 0.69% | Reduce -1.4% | 4,898,843 | $588.7M |
| Truist Financial Corp. | 0.75% | Add +14.0% | 4,644,219 | $558.1M |
| Ameriprise Financial Inc. | 0.12% | Reduce -6.6% | 4,544,878 | $546.2M |
| Regions Financial Corp. | 3.08% | Add +4.7% | 4,010,129 | $481.9M |
| Keybank National Association | 1.64% | Add +0.9% | 3,813,247 | $458.3M |
| Cerity Partners LLC | 0.64% | Reduce -9.7% | 3,658,671 | $439.7M |
| Acorns Advisers, LLC | 3.26% | Add +4.0% | 3,609,845 | $433.8M |
| HighTower Advisors, LLC | 0.44% | Add +12.4% | 3,346,705 | $402.2M |
| Cresset Asset Management, LLC | 1.64% | Add +3.6% | 3,219,604 | $386.9M |
| Commonwealth Equity Services, LLC | 0.50% | Reduce -10.0% | 3,103,300 | $373.0M |
| Provida Pension Fund Administrator | 6.44% | Reduce -19.8% | 3,099,881 | $372.5M |
| Cetera Investment Advisers | 0.37% | Add +6.9% | 2,847,846 | $342.3M |
| Wealth Enhancement Advisory Services, LLC | 0.41% | Reduce -0.0% | 2,446,835 | $305.2M |
| JPMorgan Chase & Co. | 0.02% | Reduce -54.3% | 2,349,121 | $282.3M |
| Alesco Advisors, LLC, An ESL Co | 7.18% | Reduce -1.1% | 2,308,209 | $277.4M |
| Pathstone Holdings, LLC | 1.06% | Reduce -0.1% | 2,289,258 | $275.3M |
| Circle Wealth Management, LLC | 4.24% | Add +8.8% | 2,289,101 | $275.1M |
| Corient Private Wealth LP | 0.36% | Add +28.5% | 2,227,407 | $268.0M |
| Millburn Ridgefield LLC | 6.36% | Add +0.6% | 2,221,679 | $267.0M |
| Catalyst Capital Advisors LLC | 5.49% | Add +0.6% | 2,221,679 | $267.0M |
| Nationwide Fund Advisors | 10.83% | Add +98.8% | 2,103,860 | $252.8M |
| Fifth Third Bancorp | 0.79% | Add +1.8% | 2,057,293 | $247.2M |
| MAI Capital Management | 1.41% | Add +1.2% | 2,031,625 | $244.2M |
| Valeo Financial Advisors, LLC | 5.42% | Reduce -3.9% | 2,213,376 | $243.7M |
| Wealthspire Advisors, LLC | 1.82% | Reduce -48.8% | 1,901,977 | $228.6M |
| Focus Partners Wealth | 0.24% | Add +63.4% | 1,745,654 | $209.8M |
| Mariner, LLC | 0.25% | Add +0.3% | 1,742,455 | $209.4M |
| Clark Capital Management Group, Inc. | 1.26% | Add +34.7% | 1,700,959 | $204.4M |
| Stifel Financial Corp. | 0.18% | Add +3.8% | 1,700,696 | $204.4M |
| Haverford Trust Co | 1.81% | Reduce -0.0% | 1,690,047 | $203.1M |
| Bank of Montreal | 0.08% | Reduce -1.2% | 1,679,293 | $201.8M |
| Rockefeller Capital Management L.P. | 0.34% | Add +11.3% | 1,592,209 | $191.4M |
| Steward Partners Investment Advisory, LLC | 1.05% | Add +3.6% | 1,587,359 | $190.8M |
| Janney Montgomery Scott LLC | 0.43% | Add +99.8% | 1,555,996 | $187.0M |
| Osaic Holdings, Inc. | 0.27% | Reduce -4.8% | 1,551,039 | $186.5M |
| Moneta Group Investment Advisors LLC | 1.34% | Reduce -0.5% | 1,470,990 | $176.8M |
| Modera Wealth Management, LLC | 1.96% | Reduce -2.5% | 1,410,349 | $169.5M |
| MML Investors Services, LLC | 0.40% | Add +11.8% | 1,353,378 | $162.6M |
| Bridges Investment Management Inc. | 2.02% | Add +2.3% | 1,323,661 | $159.1M |
| Mercer Global Advisors Inc. | 0.24% | Add +22.4% | 1,326,065 | $158.9M |
| Creative Planning | 0.11% | Reduce -1.2% | 1,256,421 | $151.0M |
| Allworth Financial LP | 0.61% | Add +1.3% | 1,244,075 | $149.5M |
| United Capital Financial Advisors, LLC | 0.87% | Add +9.9% | 1,195,539 | $143.7M |
| Teacher Retirement System of Texas | 0.49% | Add +92.0% | 1,185,799 | $142.5M |
| Farmers & Merchants Investments Inc. | 3.93% | Add +2.7% | 1,182,618 | $142.1M |
| Assetmark, Inc. | 0.28% | Add +24.5% | 1,156,422 | $139.0M |
| Comerica Bank | 0.53% | Reduce -3.4% | 1,104,333 | $132.7M |
| Mesirow Financial Investment Management, Inc. | 2.69% | Reduce -26.3% | 1,088,751 | $130.8M |
| Bleakley Financial Group, LLC | 2.26% | Add +294.4% | 1,083,743 | $130.2M |
| Franklin Resources Inc. | 0.03% | Add +9.2% | 1,064,748 | $128.0M |
| Brown Advisory Inc. | 0.18% | Add +23.7% | 1,052,614 | $126.5M |
| State Street Corp. | 0.00% | Reduce -25.3% | 1,021,758 | $122.8M |
| Acropolis Investment Management, LLC | 5.41% | Add +2.0% | 999,769 | $120.2M |
| M&T Bank Corp | 0.38% | Reduce -0.8% | 983,702 | $118.2M |
| Beacon Investment Advisory Services, Inc. | 4.61% | Add +5.7% | 939,329 | $112.9M |
| WestEnd Advisors, LLC | 2.56% | New | 915,298 | $110.0M |
| Victory Capital Management Inc. | 0.06% | Add +106.6% | 908,578 | $109.2M |
| Bessemer Group Inc. | 0.16% | Add +8.4% | 887,260 | $106.6M |
| Atlantic Union Bankshares Corp | 2.00% | Reduce -0.7% | 887,029 | $106.6M |
| Captrust Financial Advisors | 0.20% | Add +2.0% | 860,161 | $103.4M |
| Members Trust Co | 3.32% | Add +0.2% | 846,755 | $101.8M |
| Destination Wealth Management | 2.64% | Add +0.4% | 840,394 | $101.0M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +9.8% | 834,717 | $100.3M |
| Missouri Education Pension Trust | 28.56% | — | 830,221 | $99.8M |
| &partners | 0.51% | Add +6.6% | 807,702 | $97.1M |
| Whittier Trust Co. | 0.94% | Add +3.4% | 695,194 | $86.7M |
| Kestra Advisory Services, LLC | 0.35% | Add +1.1% | 698,563 | $84.0M |
| Sequoia Financial Advisors, LLC | 0.46% | Add +19.9% | 689,326 | $82.8M |
| Glenview Trust Co | 1.27% | Add +1.1% | 686,681 | $82.5M |
| First Interstate Bank | 4.35% | Add +0.8% | 674,900 | $81.1M |
| Farther Finance Advisors, LLC | 0.85% | Add +31.2% | 659,156 | $79.2M |
| Ally Financial Inc. | 9.41% | No change | 641,000 | $77.0M |
| Accredited Investors Inc. | 4.06% | Add +0.3% | 636,486 | $76.5M |
| Steele Capital Management, Inc. | 3.25% | Add +2.2% | 630,262 | $75.7M |
| Natixis Advisors, LLC | 0.11% | Reduce -0.5% | 628,102 | $75.5M |
| Lido Advisors, LLC | 0.30% | Add +74.2% | 629,273 | $75.4M |
| Mission Wealth Management, LP | 1.49% | Add +4.4% | 606,886 | $72.9M |
| SWF LLC | 7.28% | No change | 599,244 | $72.0M |
| NewEdge Advisors, LLC | 0.26% | Reduce -0.2% | 598,637 | $71.9M |
"% 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.