ISHARES CORE S&P SMALL-CAP E (IJR) Institutional Shareholders
ISHARES CORE S&P SMALL-CAP E (IJR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $68.35B in IJR holdings during the latest filing period.
Northwestern Mutual Wealth Management Co is currently the largest disclosed institutional shareholder of IJR tracked by InsiderSet, reporting ownership valued at approximately $5.40B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.53B, representing an estimated gain of +21.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IJR value among the investors covered in this analysis. Major shareholders include Northwestern Mutual Wealth Management Co, Bank Of America Corp, Fmr Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE S&P SMALL-CAP E (IJR).
This page ranks the largest institutional IJR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,749
Total Reported Value
$68.35B
Largest Holder
Northwestern Mutual Wealth Management Co
Largest Position
$5.40B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 3.32% | 43,438,406 | $5,399,828,177 | $6,533,570,646 | +$1,133,742,469 | +21.00% | |
| Bank Of America Corp | 0.31% | 33,815,305 | $4,203,580,616 | $5,086,160,025 | +$882,579,409 | +21.00% | |
| Fmr Llc | 0.15% | 23,576,940 | $2,930,849,351 | $3,546,207,545 | +$615,358,194 | +21.00% | |
| Jones Financial Companies Lllp | 1.16% | 19,864,667 | $2,420,264,443 | $2,987,844,563 | +$567,580,120 | +23.45% | |
| Morgan Stanley | 0.14% | 18,233,380 | $2,266,591,945 | $2,742,482,686 | +$475,890,741 | +21.00% | |
| Envestnet Asset Management Inc | 0.60% | 17,886,533 | $2,223,474,913 | $2,690,313,429 | +$466,838,516 | +21.00% | |
| Lpl Financial Llc | 0.55% | 16,639,004 | $2,068,394,421 | $2,502,672,592 | +$434,278,171 | +21.00% | |
| Wells Fargo & Company/Mn | 0.37% | 14,723,605 | $1,830,291,423 | $2,214,577,428 | +$384,286,005 | +21.00% | |
| Raymond James Financial Inc | 0.54% | 14,138,727 | $1,757,584,882 | $2,126,605,928 | +$369,021,046 | +21.00% | |
| Bank Of New York Mellon Corp | 0.27% | 11,802,794 | $1,467,205,300 | $1,775,258,246 | +$308,052,946 | +21.00% | |
| Ubs Group Ag | 0.22% | 10,154,592 | $1,262,317,332 | $1,527,352,183 | +$265,034,851 | +21.00% | |
| Northern Trust Corp | 0.16% | 9,555,089 | $1,187,793,114 | $1,437,180,936 | +$249,387,822 | +21.00% | |
| Blackrock, Inc. | 0.02% | 9,011,629 | $1,120,235,643 | $1,355,439,118 | +$235,203,475 | +21.00% | |
| Financial Engines Advisors L.L.C. | 1.95% | 7,720,457 | $959,730,054 | $1,161,233,937 | +$201,503,883 | +21.00% | |
| Royal Bank Of Canada | 0.17% | 7,399,368 | $919,815,000 | $1,112,938,941 | +$193,123,941 | +21.00% | |
| Pnc Financial Services Group, Inc. | 0.53% | 6,686,512 | $831,200,328 | $1,005,718,270 | +$174,517,942 | +21.00% | |
| Goldman Sachs Group Inc | 0.11% | 6,588,309 | $818,992,679 | $990,947,557 | +$171,954,878 | +21.00% | |
| Truist Financial Corp | 0.97% | 5,463,960 | $810,359,913 | $821,834,224 | +$11,474,311 | +1.42% | |
| First Command Advisory Services, Inc. | 5.45% | 6,512,927 | $809,621,962 | $979,609,350 | +$169,987,388 | +21.00% | |
| Baird Financial Group, Inc. | 1.26% | 6,464,078 | $803,549,546 | $972,261,972 | +$168,712,426 | +21.00% | |
| Northwestern Mutual Investment Management Company, Llc | 9.92% | 5,263,528 | $654,309,166 | $791,687,246 | +$137,378,080 | +21.00% | |
| Us Bancorp \De\ | 0.73% | 4,860,873 | $604,255,205 | $731,123,908 | +$126,868,703 | +21.00% | |
| Keybank National Association/Oh | 1.95% | 3,992,726 | $592,161,331 | $600,545,918 | +$8,384,587 | +1.42% | |
| Ameriprise Financial Inc | 0.12% | 4,251,012 | $528,462,830 | $639,394,715 | +$110,931,885 | +20.99% | |
| Regions Financial Corp | 3.24% | 4,011,360 | $498,652,161 | $603,348,658 | +$104,696,497 | +21.00% | |
| Cerity Partners Llc | 0.63% | 3,575,908 | $444,527,346 | $537,852,322 | +$93,324,976 | +20.99% | |
| Hightower Advisors, Llc | 0.46% | 3,524,240 | $438,105,590 | $530,080,938 | +$91,975,348 | +20.99% | |
| Cresset Asset Management, Llc | 1.77% | 3,283,342 | $408,152,142 | $493,847,470 | +$85,695,328 | +21.00% | |
| Fifth Third Bancorp | 0.73% | 3,216,342 | $399,823,437 | $483,770,000 | +$83,946,563 | +21.00% | |
| Commonwealth Equity Services, Llc | 0.46% | 2,474,395 | $366,977,579 | $372,173,752 | +$5,196,173 | +1.42% | |
| Nationwide Fund Advisors | 14.98% | 2,444,492 | $362,542,609 | $367,676,042 | +$5,133,433 | +1.42% | |
| Catalyst Capital Advisors Llc | 5.99% | 2,433,988 | $360,984,760 | $366,096,135 | +$5,111,375 | +1.42% | |
| Millburn Ridgefield Llc | 6.83% | 2,433,988 | $360,984,760 | $366,096,135 | +$5,111,375 | +1.42% | |
| Cetera Investment Advisers | 0.38% | 2,889,255 | $359,163,266 | $434,572,845 | +$75,409,579 | +21.00% | |
| Pathstone Holdings, Llc | 1.16% | 2,341,216 | $291,037,144 | $352,142,299 | +$61,105,155 | +21.00% | |
| Circle Wealth Management, Llc | 4.06% | 2,289,104 | $284,558,491 | $344,304,133 | +$59,745,642 | +21.00% | |
| Valeo Financial Advisors, Llc | 5.94% | 2,136,481 | $281,495,435 | $321,348,107 | +$39,852,672 | +14.16% | |
| Alesco Advisors, Llc, An Esl Co | 7.10% | 2,240,064 | $278,462,347 | $336,928,026 | +$58,465,679 | +21.00% | |
| Huntington National Bank | 1.49% | 2,168,014 | $269,505,579 | $326,090,986 | +$56,585,407 | +21.00% | |
| Corient Private Wealth Llc | 0.37% | 2,110,941 | $260,491,561 | $317,506,636 | +$57,015,075 | +21.89% | |
| Mai Capital Management | 1.39% | 1,969,682 | $244,851,202 | $296,259,870 | +$51,408,668 | +21.00% | |
| Wealthspire Advisors, Llc | 1.89% | 1,941,060 | $241,293,141 | $291,954,835 | +$50,661,694 | +21.00% | |
| Mesirow Financial Investment Management, Inc. | 3.77% | 1,618,153 | $239,991,864 | $243,386,393 | +$3,394,529 | +1.41% | |
| Wealth Enhancement Advisory Services, Llc | 0.40% | 1,631,441 | $236,803,957 | $245,385,041 | +$8,581,084 | +3.62% | |
| Clark Capital Management Group, Inc. | 1.39% | 1,818,014 | $225,997,270 | $273,447,486 | +$47,450,216 | +21.00% | |
| Rockefeller Capital Management L.P. | 0.39% | 1,765,464 | $219,465,062 | $265,543,440 | +$46,078,378 | +21.00% | |
| Focus Partners Wealth | 0.24% | 1,736,782 | $215,951,183 | $261,229,381 | +$45,278,198 | +20.97% | |
| Mariner, Llc | 0.25% | 1,734,841 | $215,609,912 | $260,937,435 | +$45,327,523 | +21.02% | |
| Stifel Financial Corp | 0.20% | 1,720,938 | $213,935,048 | $258,846,285 | +$44,911,237 | +20.99% | |
| Bank Of Montreal | 0.09% | 1,690,865 | $210,191,399 | $254,323,005 | +$44,131,606 | +21.00% |
Frequently asked questions about IJR
Who owns the most IJR stock?
The largest holders of IJR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE S&P SMALL-CAP E (IJR).
Is IJR widely held by superinvestors?
Many widely followed stocks like IJR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IJR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.