ISHARES CORE S&P SMALL-CAP E (IJR) Institutional Ownership

IJR is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $106.54M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $87.70M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IJR position is now estimated to be worth approximately $100.72M, representing an estimated gain of +14.85% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Matrix Private Capital Group, Matrix Advisors Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES CORE S&P SMALL-CAP E (IJR).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20264$106,542,520857,072
Q4 20255$101,923,936848,094
Q3 20254$84,317,219709,560
Q2 20254$126,440,8151,156,929
Q1 20254$112,883,2601,079,499
Q4 20245$126,925,0581,101,588
Q3 20244$115,443,580987,035
Q2 20244$101,440,237951,060
Q1 20244$98,709,388893,136
Q4 20234$93,392,022862,741
Q3 20235$74,589,647796,700
Q2 20233$75,837,667761,040