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-Q2 13F filings (latest filed 2026-09-22). 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: 1357 added or opened and 206 trimmed or exited — on balance accumulating.
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 3.5% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 2.7pp 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 2026-Q1 and 2026-Q2, across 2743 tracked filers holding IJR, 1304 increased or opened the position and 1334 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 59
- NewEdge Advisors, LLC$89M
- Global Retirement Partners, LLC$65M
- WIT, LLC$53M
- CAPE COD FIVE CENTS SAVINGS BANK$29M
- New Harbor Financial Group, LLC$28M
- TRUST CO OF VERMONT$26M
Full exits 127
- Acorns Advisers, LLC$452M
- HighTower Advisors, LLC$438M
- NATIXIS ADVISORS, LLC$358M
- Provida Pension Fund Administrator$326M
- Janney Montgomery Scott LLC$200M
- BESSEMER GROUP INC$118M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2B
- JONES FINANCIAL COMPANIES LLLP$930M
- FMR LLC$742M
- BANK OF AMERICA CORP /DE/$730M
- MORGAN STANLEY$569M
- BlackRock, Inc.$505M
Largest trims
- Steward Partners Investment Advisory, LLC$64M
- St. Louis Trust Co$59M
- Independent Advisor Alliance$54M
- STIFEL FINANCIAL CORP$51M
- JANE STREET GROUP, LLC$51M
- Clark Capital Management Group, Inc.$41M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 44,570,998 | $6.6B | 10.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 33,264,973 | $4.9B | 7.8% | 2026-Q2 |
| FMR LLC added | 24,758,624 | $3.7B | 5.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 22,721,296 | $3.3B | 5.3% | 2026-Q2 |
| MORGAN STANLEY added | 19,117,415 | $2.8B | 4.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 16,331,080 | $2.4B | 3.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 16,219,396 | $2.4B | 3.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 14,487,402 | $2.1B | 3.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 14,111,531 | $2.1B | 3.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 11,648,436 | $1.7B | 2.7% | 2026-Q2 |
| UBS Group AG added | 10,230,929 | $1.5B | 2.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 9,576,682 | $1.4B | 2.3% | 2026-Q2 |
| BlackRock, Inc. added | 8,496,986 | $1.3B | 2.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 7,491,671 | $1.1B | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,471,547 | $1.1B | 1.8% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 7,373,661 | $1.1B | 1.7% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 6,608,310 | $980M | 1.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 6,603,976 | $979M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 6,520,699 | $967M | 1.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 5,463,960 | $810M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,328,597 | $785M | 1.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC trimmed | 5,014,613 | $744M | 1.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 4,979,028 | $738M | 1.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 4,737,329 | $703M | 1.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 4,081,060 | $605M | 1.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,996,639 | $593M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,992,771 | $592M | 0.9% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 3,992,726 | $592M | 0.9% | 2026-Q2 |
| Cerity Partners LLC added | 3,587,574 | $532M | 0.8% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,381,139 | $501M | 0.8% | 2026-Q2 |
| Cresset Asset Management, LLC added | 3,353,475 | $497M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 2,811,720 | $417M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 2,474,395 | $367M | 0.6% | 2026-Q2 |
| Nationwide Fund Advisors trimmed | 2,444,492 | $363M | 0.6% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ trimmed | 2,433,988 | $361M | 0.6% | 2026-Q2 |
| Catalyst Capital Advisors LLC trimmed | 2,433,988 | $361M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 2,424,729 | $360M | 0.6% | 2026-Q2 |
| Circle Wealth Management, LLC added | 2,289,109 | $339M | 0.5% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 2,241,453 | $332M | 0.5% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 2,208,976 | $328M | 0.5% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 2,136,481 | $281M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 2,048,983 | $304M | 0.5% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,025,543 | $300M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,893,254 | $281M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC added | 1,778,922 | $264M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,733,730 | $257M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,701,962 | $253M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 1,645,376 | $244M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,631,441 | $237M | 0.4% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 1,618,153 | $240M | 0.4% | 2026-Q2 |
| Haverford Trust Co trimmed | 1,599,222 | $237M | 0.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,482,004 | $220M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC added | 1,421,648 | $211M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,371,731 | $203M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,366,095 | $203M | 0.3% | 2026-Q2 |
| BRIDGES INVESTMENT MANAGEMENT INC trimmed | 1,333,633 | $198M | 0.3% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 1,323,251 | $196M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 1,251,825 | $186M | 0.3% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 1,244,550 | $185M | 0.3% | 2026-Q2 |
| Missouri Education Pension Trust | 1,216,674 | $180M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,196,673 | $177M | 0.3% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,185,799 | $176M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 1,167,827 | $173M | 0.3% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 1,158,855 | $172M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,154,656 | $171M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,119,614 | $166M | 0.3% | 2026-Q2 |
| FARMERS & MERCHANTS INVESTMENTS INC trimmed | 1,116,608 | $166M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,096,172 | $163M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,093,798 | $162M | 0.3% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 996,652 | $124M | 0.2% | 2026-Q2 |
| Destination Wealth Management added | 920,516 | $137M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 909,263 | $135M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 901,357 | $134M | 0.2% | 2026-Q2 |
| M&T Bank Corp trimmed | 870,029 | $129M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 867,164 | $129M | 0.2% | 2026-Q2 |
| Members Trust Co trimmed | 860,578 | $128M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 854,136 | $127M | 0.2% | 2026-Q2 |
| &PARTNERS added | 854,086 | $127M | 0.2% | 2026-Q2 |
| WestEnd Advisors, LLC trimmed | 847,232 | $126M | 0.2% | 2026-Q2 |
| STATE STREET CORP added | 797,424 | $118M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 792,656 | $118M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 733,683 | $109M | 0.2% | 2026-Q2 |
| WHITTIER TRUST CO added | 719,520 | $106M | 0.2% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 714,004 | $106M | 0.2% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 705,960 | $105M | 0.2% | 2026-Q2 |
| Steele Capital Management, Inc. added | 704,827 | $105M | 0.2% | 2026-Q2 |
| Glenview Trust Co added | 700,640 | $104M | 0.2% | 2026-Q2 |
| Accredited Investors Inc. added | 674,815 | $100M | 0.2% | 2026-Q2 |
| First Interstate Bank trimmed | 657,052 | $97M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 649,005 | $96M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 643,757 | $95M | 0.2% | 2026-Q2 |
| SWF LLC added | 630,311 | $93M | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 622,538 | $92M | 0.1% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 620,196 | $92M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 603,283 | $89M | 0.1% | 2026-Q2 |
| Klingman & Associates, LLC added | 596,811 | $89M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 592,268 | $88M | 0.1% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC trimmed | 581,190 | $86M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 542,141 | $80M | 0.1% | 2026-Q2 |
| SIGMA INVESTMENT COUNSELORS INC trimmed | 538,823 | $80M | 0.1% | 2026-Q2 |
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.