iShares Core S&P Small-Cap EIJRETF
13F holders, Q1 2026 (March 31)2,761holders +20
117new positions
103sold out
5famous investors
$123.97avg. 13F price*
At the end of Q1 2026, 2,761 institutions reported holding iShares Core S&P Small-Cap E (IJR) in their 13F filings, up 20 from Q4 2025. 117 opened new positions and 103 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.4B), Bank of America Corp. ($4.2B) and FMR LLC ($2.9B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $161.0M |
| Exits | 103 | $287.0M |
All 13F filers, Q4 2025 → Q1 2026: 29,352,828 shares bought and 14,837,382 shares sold, net +14,515,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,761 holders
| Northwestern Mutual Wealth Management Co. | 3.32% | Add +2.1% | 43,438,406 | $5.4B |
| Bank of America Corp. | 0.31% | Add +0.6% | 33,815,305 | $4.2B |
| FMR LLC | 0.15% | Add +10.2% | 23,576,940 | $2.9B |
| Jones Financial Companies LLLP | 1.16% | Add +22.2% | 19,864,667 | $2.4B |
| Morgan Stanley | 0.14% | Add +0.9% | 18,233,380 | $2.3B |
| Envestnet Asset Management Inc. | 0.60% | Add +9.5% | 17,886,533 | $2.2B |
| LPL Financial LLC | 0.55% | Reduce -5.1% | 16,639,004 | $2.1B |
| Wells Fargo & Company | 0.37% | Reduce -1.6% | 14,723,605 | $1.8B |
| Raymond James Financial Inc. | 0.54% | Add +0.3% | 14,138,727 | $1.8B |
| Bank of New York Mellon Corp | 0.27% | Reduce -2.1% | 11,802,794 | $1.5B |
| UBS Group AG | 0.22% | Add +6.0% | 10,154,592 | $1.3B |
| Northern Trust Corp. | 0.16% | Add +1.2% | 9,555,089 | $1.2B |
| BlackRock, Inc. | 0.02% | Add +5.8% | 9,011,629 | $1.1B |
| Financial Engines Advisors L.L.C. | 1.95% | Reduce -1.3% | 7,720,457 | $959.7M |
| PNC Financial Services Group, Inc. | 0.54% | Reduce -4.9% | 7,569,528 | $941.0M |
| Royal Bank of Canada | 0.17% | Add +1.6% | 7,399,368 | $919.8M |
| Goldman Sachs Group Inc. | 0.11% | Add +1.8% | 6,588,309 | $819.0M |
| First Command Advisory Services, Inc. | 5.45% | Add +0.7% | 6,512,927 | $809.6M |
| Baird Financial Group, Inc. | 1.26% | Add +5.4% | 6,464,078 | $803.5M |
| Northwestern Mutual Investment Management Company, LLC | 9.92% | Reduce -15.6% | 5,263,528 | $654.3M |
| Glenmede Trust Co. NA | 3.05% | Add +0.7% | 4,991,783 | $620.5M |
| Truist Financial Corp. | 0.83% | Add +5.9% | 4,917,393 | $611.3M |
| US Bancorp \de | 0.73% | Reduce -0.8% | 4,860,873 | $604.3M |
| Ameriprise Financial Inc. | 0.12% | Reduce -6.5% | 4,251,012 | $528.5M |
| Regions Financial Corp. | 3.24% | Add +0.0% | 4,011,360 | $498.7M |
| Keybank National Association | 1.74% | Add +0.7% | 3,838,937 | $477.2M |
| Acorns Advisers, LLC | 3.36% | Add +0.7% | 3,636,427 | $452.0M |
| Cerity Partners LLC | 0.63% | Reduce -2.3% | 3,575,908 | $444.5M |
| HighTower Advisors, LLC | 0.47% | Add +5.3% | 3,524,240 | $438.1M |
| Cresset Asset Management, LLC | 1.77% | Add +2.0% | 3,283,342 | $408.2M |
| Fifth Third Bancorp | 0.73% | Add +56.3% | 3,216,342 | $399.8M |
| Cetera Investment Advisers | 0.38% | Add +1.4% | 2,889,255 | $359.2M |
| Natixis Advisors, LLC | 0.50% | Add +358.6% | 2,880,600 | $358.1M |
| Commonwealth Equity Services, LLC | 0.47% | Reduce -13.0% | 2,699,487 | $335.6M |
| Nationwide Fund Advisors | 14.60% | Add +27.6% | 2,684,005 | $333.6M |
| JPMorgan Chase & Co. | 0.02% | Add +16.4% | 2,734,850 | $330.6M |
| Provida Pension Fund Administrator | 5.48% | Reduce -15.5% | 2,620,126 | $325.7M |
| Millburn Ridgefield LLC | 6.57% | Add +10.7% | 2,458,196 | $305.6M |
| Catalyst Capital Advisors LLC | 5.69% | Add +10.7% | 2,458,196 | $305.6M |
| Pathstone Holdings, LLC | 1.16% | Add +2.3% | 2,341,216 | $291.0M |
| Circle Wealth Management, LLC | 4.06% | Add +0.0% | 2,289,104 | $284.6M |
| Alesco Advisors, LLC, An ESL Co | 7.10% | Reduce -3.0% | 2,240,064 | $278.5M |
| Corient Private Wealth LP | 0.37% | Reduce -5.2% | 2,110,941 | $260.5M |
| MAI Capital Management | 1.39% | Reduce -3.0% | 1,969,682 | $244.9M |
| Wealthspire Advisors, LLC | 1.89% | Add +2.0% | 1,941,060 | $241.3M |
| Valeo Financial Advisors, LLC | 5.72% | Reduce -4.2% | 2,121,252 | $239.3M |
| Clark Capital Management Group, Inc. | 1.39% | Add +6.9% | 1,818,014 | $226.0M |
| Rockefeller Capital Management L.P. | 0.39% | Add +10.9% | 1,765,464 | $219.5M |
| Focus Partners Wealth | 0.24% | Reduce -0.5% | 1,736,782 | $216.0M |
| Mariner, LLC | 0.25% | Reduce -0.4% | 1,734,841 | $215.6M |
| Stifel Financial Corp. | 0.20% | Add +1.2% | 1,720,938 | $213.9M |
| Bank of Montreal | 0.09% | Add +0.7% | 1,690,865 | $210.2M |
| Janney Montgomery Scott LLC | 0.49% | Add +3.1% | 1,604,971 | $199.5M |
| Haverford Trust Co | 1.83% | Reduce -5.0% | 1,604,759 | $199.5M |
| Steward Partners Investment Advisory, LLC | 1.02% | Add +1.0% | 1,603,265 | $199.3M |
| Osaic Holdings, Inc. | 0.29% | Add +2.3% | 1,586,898 | $197.3M |
| Mesirow Financial Investment Management, Inc. | 3.16% | Add +44.0% | 1,568,315 | $195.0M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Reduce -40.2% | 1,462,756 | $182.9M |
| Moneta Group Investment Advisors LLC | 1.37% | Reduce -0.2% | 1,468,209 | $182.5M |
| Modera Wealth Management, LLC | 2.10% | Reduce -0.1% | 1,408,253 | $175.1M |
| Bridges Investment Management Inc. | 2.26% | Add +1.4% | 1,341,939 | $166.8M |
| Mercer Global Advisors Inc. | 0.24% | Reduce -0.0% | 1,325,549 | $164.8M |
| Bleakley Financial Group, LLC | 2.58% | Add +22.2% | 1,324,064 | $164.6M |
| Brown Advisory Inc. | 0.27% | Add +24.5% | 1,310,877 | $163.0M |
| Creative Planning | 0.11% | Add +0.0% | 1,256,876 | $156.2M |
| Allworth Financial LP | 0.63% | Reduce -0.0% | 1,243,836 | $154.6M |
| Missouri Education Pension Trust | 51.53% | Add +46.5% | 1,216,674 | $151.2M |
| Farmers & Merchants Investments Inc. | 4.16% | Add +2.6% | 1,213,599 | $150.9M |
| MML Investors Services, LLC | 0.42% | Reduce -10.8% | 1,207,467 | $150.1M |
| Teacher Retirement System of Texas | 0.61% | No change | 1,185,799 | $147.4M |
| United Capital Financial Advisors, LLC | 0.89% | Reduce -2.4% | 1,166,626 | $145.0M |
| Assetmark, Inc. | 0.29% | Reduce -0.4% | 1,151,858 | $143.2M |
| Franklin Resources Inc. | 0.03% | Add +5.7% | 1,125,512 | $139.9M |
| Beacon Investment Advisory Services, Inc. | 5.49% | Add +13.1% | 1,062,178 | $132.0M |
| Victory Capital Management Inc. | 0.08% | Add +16.3% | 1,056,586 | $131.3M |
| Acropolis Investment Management, LLC | 5.49% | Add +0.0% | 999,927 | $124.3M |
| Bessemer Group Inc. | 0.19% | Add +7.0% | 949,856 | $118.1M |
| WestEnd Advisors, LLC | 2.81% | Add +2.4% | 937,250 | $116.5M |
| M&T Bank Corp | 0.36% | Reduce -9.3% | 892,558 | $111.0M |
| Beacon Pointe Advisors, LLC | 0.59% | Add +396.1% | 888,163 | $110.4M |
| Members Trust Co | 3.58% | Add +2.3% | 866,325 | $107.7M |
| Atlantic Union Bankshares Corp | 2.05% | Reduce -3.4% | 856,543 | $106.5M |
| Captrust Financial Advisors | 0.19% | Reduce -0.5% | 856,289 | $106.4M |
| Cambridge Investment Research Advisors, Inc. | 0.27% | Add +2.1% | 852,360 | $106.0M |
| Destination Wealth Management | 2.71% | Reduce -0.3% | 838,038 | $104.2M |
| &partners | 0.50% | Add +0.8% | 813,855 | $101.3M |
| State Street Corp. | 0.00% | Reduce -22.1% | 795,423 | $98.9M |
| Kestra Advisory Services, LLC | 0.37% | Add +13.5% | 793,097 | $98.6M |
| Farther Finance Advisors, LLC | 0.87% | Add +11.8% | 737,175 | $92.1M |
| Sequoia Financial Advisors, LLC | 0.49% | Add +2.3% | 705,455 | $87.7M |
| Whittier Trust Co. | 0.98% | Reduce -0.9% | 689,021 | $86.9M |
| Glenview Trust Co | 1.36% | Add +1.2% | 695,134 | $86.4M |
| First Interstate Bank | 4.75% | Add +0.7% | 679,701 | $84.5M |
| Accredited Investors Inc. | 4.45% | Add +4.4% | 664,311 | $82.6M |
| Bartlett & Co. Wealth Management LLC | 1.05% | Add +21.9% | 603,244 | $82.1M |
| Steele Capital Management, Inc. | 3.35% | Add +3.3% | 650,861 | $80.9M |
| Lido Advisors, LLC | 0.31% | Add +0.6% | 632,966 | $78.7M |
| Ieq Capital, LLC | 0.36% | Add +12.2% | 627,789 | $78.0M |
| SWF LLC | 6.80% | Add +4.7% | 627,654 | $78.0M |
| Principal Financial Group Inc. | 0.04% | Add +85.6% | 623,238 | $77.5M |
"% 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.