IJR · iShares Core S&P Small-Cap ETF ETF
$145.34
+0.54 (+0.37%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 17
Total Value: $482,287,353
Total Shares: 3,251,887
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 17 13F filers · Δ vs Mar 31, 2026Top Holder
70.7%
+3.5 pts
Top 5
98.4%
−0.6 pts
Top 10
99.5%
−0.4 pts
HHI
5,216
Highly concentrated+127
Quarterly Activity
vs Mar 31, 2026
New
13
Increased
2
Decreased
2
Sold Out
8
Unchanged
0
Holder count:
+5
Institutional value:
-0.4%
Shares held:
-16.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +94,610 | 317,779 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | +232 | 7,788 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −1,963 | 1,111 | |
| Small Cornerstone Financial Management LLC | −131 | 1,749 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 2,300,207 | $341,143,700 | |
| Mega CITADEL ADVISORS LLC | 264,077 | $39,165,259 | |
| Small Planning Project LLC | 197,821 | $29,338,832 | |
| Small HORAN Wealth, LLC | 118,870 | $17,629,609 | |
| Small Second Line Capital, LLC | 15,420 | $2,286,940 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Provida Pension Fund Administrator | 2,620,126 | $325,707,863 | |
| Large M&T Bank Corp | 892,558 | $110,953,881 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 75,727 | $9,413,623 | |
| Mid Dakota Wealth Management | 43,635 | $5,424,266 | |
| Small WILLIAM JOHN SEMPOLINSKI | 11,233 | $1,396,374 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IJR | $341,143,700 | 70.73% | 2,300,207 | Shares | 2026-08-27 | |
| Small Range Advisory, LLC IJR | $47,129,803 | 9.77% | 317,779 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IJR | $32,123,946 | 6.66% | 216,600 | Call | 2026-09-02 | |
| Small Planning Project LLC IJR | $29,338,832 | 6.08% | 197,821 | Shares | 2026-09-01 | |
| Small HORAN Wealth, LLC IJR | $17,629,609 | 3.66% | 118,870 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC IJR | $6,495,978 | 1.35% | 43,800 | Put | 2026-09-02 | |
| Small Second Line Capital, LLC IJR | $2,286,940 | 0.47% | 15,420 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IJR | $1,155,038 | 0.24% | 7,788 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IJR | $830,831 | 0.17% | 5,602 | Shares | 2026-09-04 | |
| Small Financial Insights, Inc. IJR | $681,336 | 0.14% | 4,594 | Shares | 2026-08-25 | |
| Small BROWN, LISLE/CUMMINGS, INC. IJR | $624,978 | 0.13% | 4,214 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IJR | $545,335 | 0.11% | 3,677 | Shares | 2026-09-02 | |
| Small Wellington Grp LLC IJR | $519,974 | 0.11% | 3,506 | Shares | 2026-08-26 | |
| Small Kinetic Wealth Investment Advisors LLC IJR | $502,474 | 0.10% | 3,388 | Shares | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IJR | $317,383 | 0.07% | 2,140 | Shares | 2026-09-03 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IJR | $304,480 | 0.06% | 2,053 | Shares | 2026-08-25 | |
| Small Cornerstone Financial Management LLC IJR | $259,394 | 0.05% | 1,749 | Shares | 2026-08-28 | |
| Small CARLSON FINANCIAL, INC. IJR | $232,550 | 0.05% | 1,568 | Shares | 2026-08-24 | |
| Small TUCKER ASSET MANAGEMENT LLC IJR | $164,772 | 0.03% | 1,111 | Shares | 2026-08-27 |