Who owns iShares Core S&P Small-Cap ETF (IJR)
Which tracked institutional funds hold IJR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IJR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IJR is one-sided between 2026-Q1 and 2026-Q2: 7 added or opened and 1915 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IJR’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IJR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2713 tracked filers holding IJR, 1245 increased or opened the position and 1298 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IJR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Schonfeld Strategic Advisors LLC$8M
Full exits 1915
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.4B
- BANK OF AMERICA CORP /DE/$4.2B
- JONES FINANCIAL COMPANIES LLLP$2.4B
- MORGAN STANLEY$2.3B
- ENVESTNET ASSET MANAGEMENT INC$2.2B
- LPL Financial LLC$2.1B
Largest adds
- FMR LLC$742M
- BlackRock, Inc.$505M
- STATE STREET CORP$19M
- AQR CAPITAL MANAGEMENT LLC$15M
- BALYASNY ASSET MANAGEMENT L.P.$5M
- MILLENNIUM MANAGEMENT LLC$358K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 43,438,406 | $5.4B | 9.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 33,815,305 | $4.2B | 7.6% | 2026-Q1 |
| FMR LLC added | 24,758,624 | $3.7B | 6.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 19,864,667 | $2.4B | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 18,233,380 | $2.3B | 4.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,886,533 | $2.2B | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 16,639,004 | $2.1B | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 14,723,605 | $1.8B | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,138,727 | $1.8B | 3.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 11,802,794 | $1.5B | 2.6% | 2026-Q1 |
| UBS Group AG added | 10,154,592 | $1.3B | 2.3% | 2026-Q1 |
| BlackRock, Inc. added | 8,496,986 | $1.3B | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 9,555,089 | $1.2B | 2.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 7,720,457 | $960M | 1.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 7,569,528 | $941M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,399,368 | $920M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 6,588,309 | $819M | 1.5% | 2026-Q1 |
| First Command Advisory Services, Inc. added | 6,512,927 | $810M | 1.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 6,464,078 | $804M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed | 5,263,528 | $654M | 1.2% | 2026-Q1 |
| GLENMEDE TRUST CO NA added | 4,991,783 | $621M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 4,917,393 | $611M | 1.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 4,860,873 | $604M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,251,012 | $528M | 1.0% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 4,011,360 | $499M | 0.9% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 3,838,937 | $477M | 0.9% | 2026-Q1 |
| Acorns Advisers, LLC added | 3,636,427 | $452M | 0.8% | 2026-Q1 |
| Cerity Partners LLC trimmed | 3,575,908 | $445M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,524,240 | $438M | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC added | 3,283,342 | $408M | 0.7% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 3,216,342 | $400M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 2,889,255 | $359M | 0.6% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 2,880,600 | $358M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,699,487 | $336M | 0.6% | 2026-Q1 |
| Nationwide Fund Advisors added | 2,684,005 | $334M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,734,850 | $331M | 0.6% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 2,458,196 | $306M | 0.6% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 2,458,196 | $306M | 0.6% | 2026-Q1 |
| Pathstone Holdings, LLC added | 2,341,216 | $291M | 0.5% | 2026-Q1 |
| Circle Wealth Management, LLC added | 2,289,104 | $285M | 0.5% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 2,240,064 | $278M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC added | 2,110,941 | $260M | 0.5% | 2026-Q1 |
| MAI Capital Management trimmed | 1,969,682 | $245M | 0.4% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 1,941,060 | $241M | 0.4% | 2026-Q1 |
| Valeo Financial Advisors, LLC trimmed | 2,121,252 | $239M | 0.4% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 1,818,014 | $226M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,765,464 | $219M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 1,736,782 | $216M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 1,734,841 | $216M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,720,938 | $214M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,690,865 | $210M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,604,971 | $200M | 0.4% | 2026-Q1 |
| Haverford Trust Co trimmed | 1,604,759 | $199M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 1,603,265 | $199M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,586,898 | $197M | 0.4% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 1,568,315 | $195M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,462,756 | $183M | 0.3% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 1,468,209 | $183M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 1,408,253 | $175M | 0.3% | 2026-Q1 |
| BRIDGES INVESTMENT MANAGEMENT INC added | 1,341,939 | $167M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 1,325,549 | $165M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 1,324,064 | $165M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC added | 1,310,877 | $163M | 0.3% | 2026-Q1 |
| Creative Planning added | 1,256,876 | $156M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 1,243,836 | $155M | 0.3% | 2026-Q1 |
| Missouri Education Pension Trust added | 1,216,674 | $151M | 0.3% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 1,213,599 | $151M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,207,467 | $150M | 0.3% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,185,799 | $147M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,166,626 | $145M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,151,858 | $143M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,125,512 | $140M | 0.3% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 1,062,178 | $132M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,056,586 | $131M | 0.2% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 999,927 | $124M | 0.2% | 2026-Q1 |
| STATE STREET CORP added | 797,424 | $118M | 0.2% | 2026-Q2 |
| BESSEMER GROUP INC added | 949,856 | $118M | 0.2% | 2026-Q1 |
| WestEnd Advisors, LLC added | 937,250 | $117M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 888,163 | $110M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 886,442 | $110M | 0.2% | 2026-Q1 |
| Members Trust Co added | 866,325 | $108M | 0.2% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 856,543 | $106M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 856,289 | $106M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 852,360 | $106M | 0.2% | 2026-Q1 |
| Destination Wealth Management trimmed | 838,038 | $104M | 0.2% | 2026-Q1 |
| &PARTNERS added | 813,855 | $101M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 793,097 | $99M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 737,175 | $92M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 705,455 | $88M | 0.2% | 2026-Q1 |
| WHITTIER TRUST CO trimmed | 689,021 | $87M | 0.2% | 2026-Q1 |
| Glenview Trust Co added | 695,134 | $86M | 0.2% | 2026-Q1 |
| First Interstate Bank added | 679,701 | $84M | 0.2% | 2026-Q1 |
| Accredited Investors Inc. added | 664,311 | $83M | 0.1% | 2026-Q1 |
| Glenmede Investment Management, LP trimmed | 4,890,176 | $581M | 1.0% | 2025-Q3 stale |
| Provida Pension Fund Administrator trimmed | 3,099,881 | $373M | 0.7% | 2025-Q4 stale |
| Main Management ETF Advisors, LLC trimmed | 726,530 | $341M | 0.6% | 2025-Q1 stale |
| West Coast Financial LLC added | 1,411,199 | $148M | 0.3% | 2025-Q1 stale |
| COMERICA BANK trimmed | 1,104,333 | $133M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 974,377 | $106M | 0.2% | 2025-Q2 stale |
| SPX Gestao de Recursos Ltda added | 787,565 | $86M | 0.2% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.