ISHARES CORE S&P SMALL-CAP E (IJR) Institutional Ownership and Insiders Activity
ISHARES CORE S&P SMALL-CAP E (IJR) is widely held by institutional investors, with 4 tracked firms reporting positions valued at approximately $106.54M based on SEC Form 13F filings for the quarter ended March 31, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $87.70M in IJR holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
4
Total Reported Value
$106.54M
Largest Holder
Sequoia Financial Advisors
Largest Position
$87.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$87.70M
- Matrix Private Capital Group$10.10M
- Matrix Advisors Value Fund$8.45M
- Mairs & Power Growth Fund$299,587
IJR News
All news- Matrix Capital's March Portfolio: Focus on ETFs, Growth & Dividends
May 16, 2026 · valut.ai
- Richard S. Fuld's Q1 Portfolio Highlights Significant Increases in IEFA and XETYX ETFs
May 16, 2026 · valut.ai
- Richard S. Fuld Portfolio Analysis: Concentration in ETFs and Fixed Income
May 16, 2026 · valut.ai
- Richard S. Fuld's Top Holdings: Analysis of Matrix Private Capital Investments as of March 31, 2026
May 16, 2026 · valut.ai
- Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFs
May 16, 2026 · valut.ai
- Richard S. Fuld's Portfolio Update: March 31, 2026
May 16, 2026 · valut.ai
- Vanguard Dominance: Fuld's Portfolio Reflects Large-Cap Value Focus
May 16, 2026 · valut.ai
- Fuld's Top Holdings: Focus on Growth ETFs
May 16, 2026 · valut.ai
Related IJR Institutional Insights:
- IJR Institutional Ownership & Insiders Activity
- IJR Institutional Ownership & 13F Activity
- IJR Top Institutional Shareholders
- IJR Institutional Buying Activity
- IJR Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IJR Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings