IJR Institutional Ownership & Shareholders
ISHARES CORE S&P SMALL-CAP E (IJR) is currently held by 2,810 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $72.26B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IJR tracked by InsiderSet, reporting ownership valued at approximately $4.93B in its June 30, 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 $4.75B, representing an estimated loss of -3.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 35% of the total disclosed IJR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Jones Financial Companies Lllp, Morgan Stanley, 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
2,810
Total Reported Value
$72.26B
Largest Holder
Bank Of America Corp
Largest Position
$4.93B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.32% | 33,264,973 | $4,933,528,217 | $4,754,562,591 | -$178,965,626 | -3.63% | |
| Jones Financial Companies Lllp | 1.34% | 22,721,296 | $3,349,964,098 | $3,247,554,837 | -$102,409,261 | -3.06% | |
| Morgan Stanley | 0.15% | 19,117,415 | $2,835,304,035 | $2,732,452,126 | -$102,851,909 | -3.63% | |
| Lpl Financial Llc | 0.54% | 16,331,080 | $2,422,062,367 | $2,334,201,264 | -$87,861,103 | -3.63% | |
| Envestnet Asset Management Inc | 0.57% | 16,219,396 | $2,405,487,464 | $2,318,238,270 | -$87,249,194 | -3.63% | |
| Wells Fargo & Company/Mn | 0.37% | 14,487,402 | $2,148,626,558 | $2,070,684,368 | -$77,942,190 | -3.63% | |
| Fmr Llc | 0.14% | 20,328,417 | $2,125,742,501 | $2,905,540,642 | +$779,798,141 | +36.68% | |
| Raymond James Financial Inc | 0.57% | 14,111,531 | $2,092,881,233 | $2,016,961,126 | -$75,920,107 | -3.63% | |
| Bank Of New York Mellon Corp | 0.27% | 12,113,265 | $1,647,888,506 | $1,731,348,966 | +$83,460,460 | +5.06% | |
| Ubs Group Ag | 0.24% | 10,230,929 | $1,517,349,080 | $1,462,306,682 | -$55,042,398 | -3.63% | |
| Northern Trust Corp | 0.17% | 9,576,682 | $1,420,317,707 | $1,368,795,158 | -$51,522,549 | -3.63% | |
| Blackrock, Inc. | 0.02% | 8,496,986 | $1,260,188,107 | $1,214,474,209 | -$45,713,898 | -3.63% | |
| Royal Bank Of Canada | 0.19% | 7,471,547 | $1,108,106,000 | $1,067,908,213 | -$40,197,787 | -3.63% | |
| Financial Engines Advisors L.L.C. | 1.94% | 7,373,661 | $1,093,587,590 | $1,053,917,367 | -$39,670,223 | -3.63% | |
| Pnc Financial Services Group, Inc. | 0.53% | 6,613,300 | $980,818,479 | $945,238,969 | -$35,579,510 | -3.63% | |
| Baird Financial Group, Inc. | 1.35% | 6,603,976 | $979,435,749 | $943,906,290 | -$35,529,459 | -3.63% | |
| Goldman Sachs Group Inc | 0.10% | 6,520,699 | $967,084,845 | $932,003,508 | -$35,081,337 | -3.63% | |
| First Command Advisory Services, Inc. | 5.02% | 6,802,882 | $925,464,065 | $972,335,924 | +$46,871,859 | +5.06% | |
| Jpmorgan Chase & Co | 0.05% | 5,328,597 | $785,222,359 | $761,616,369 | -$23,605,990 | -3.01% | |
| Truist Financial Corp | 0.92% | 5,733,835 | $780,030,920 | $819,537,037 | +$39,506,117 | +5.06% | |
| Northwestern Mutual Investment Management Company, Llc | 8.72% | 5,014,613 | $743,717,254 | $716,738,636 | -$26,978,618 | -3.63% | |
| Glenmede Trust Co Na | 3.26% | 4,979,028 | $738,439,641 | $711,652,472 | -$26,787,169 | -3.63% | |
| Us Bancorp \De\ | 0.70% | 4,712,977 | $641,153,394 | $673,625,803 | +$32,472,409 | +5.06% | |
| Bank Of Montreal | 0.22% | 3,996,639 | $592,741,490 | $571,239,612 | -$21,501,878 | -3.63% | |
| Ameriprise Financial Inc | 0.12% | 3,992,771 | $592,432,563 | $570,686,759 | -$21,745,804 | -3.67% | |
| Natixis Advisors, Llc | 0.66% | 3,957,643 | $586,958,000 | $565,665,914 | -$21,292,086 | -3.63% | |
| Regions Financial Corp | 3.42% | 4,124,051 | $561,035,898 | $589,450,609 | +$28,414,711 | +5.06% | |
| Keybank National Association/Oh | 1.80% | 4,062,278 | $552,632,195 | $580,621,395 | +$27,989,200 | +5.06% | |
| Acorns Advisers, Llc | 3.55% | 3,675,530 | $545,118,000 | $525,343,503 | -$19,774,497 | -3.63% | |
| Cerity Partners Llc | 0.64% | 3,553,414 | $527,005,999 | $507,889,463 | -$19,116,536 | -3.63% | |
| Cresset Asset Management, Llc | 1.81% | 3,353,475 | $497,353,943 | $479,312,182 | -$18,041,761 | -3.63% | |
| Fifth Third Bancorp | 0.73% | 3,287,708 | $447,259,776 | $469,912,104 | +$22,652,328 | +5.06% | |
| Cetera Investment Advisers | 0.38% | 2,811,720 | $417,006,254 | $401,879,140 | -$15,127,114 | -3.63% | |
| Catalyst Capital Advisors Llc | 5.91% | 2,681,077 | $364,733,715 | $383,206,336 | +$18,472,621 | +5.06% | |
| Millburn Ridgefield Llc | 6.83% | 2,433,988 | $360,984,760 | $347,889,905 | -$13,094,855 | -3.63% | |
| Corient Private Wealth Llc | 0.47% | 2,300,207 | $341,143,877 | $328,768,587 | -$12,375,290 | -3.63% | |
| Circle Wealth Management, Llc | 4.27% | 2,289,109 | $339,497,728 | $327,182,349 | -$12,315,379 | -3.63% | |
| Nationwide Fund Advisors | 14.32% | 2,435,354 | $331,305,558 | $348,085,147 | +$16,779,589 | +5.06% | |
| Alesco Advisors, Llc, An Esl Co | 7.51% | 2,208,976 | $327,613,274 | $315,728,940 | -$11,884,334 | -3.63% | |
| Huntington National Bank | 1.58% | 2,196,155 | $325,711,318 | $313,896,434 | -$11,814,884 | -3.63% | |
| Provida Pension Fund Administrator | 5.48% | 2,620,126 | $325,707,863 | $374,494,609 | +$48,786,746 | +14.98% | |
| Commonwealth Equity Services, Llc | 0.40% | 2,242,420 | $305,058,806 | $320,509,091 | +$15,450,285 | +5.06% | |
| Mai Capital Management | 1.16% | 2,048,983 | $303,884,654 | $292,861,140 | -$11,023,514 | -3.63% | |
| Wealthspire Advisors, Llc | 1.65% | 2,025,543 | $300,408,305 | $289,510,861 | -$10,897,444 | -3.63% | |
| Pathstone Holdings, Llc | 1.16% | 2,341,216 | $291,037,144 | $334,630,003 | +$43,592,859 | +14.98% | |
| Rockefeller Capital Management L.P. | 0.43% | 1,893,254 | $280,788,690 | $270,602,794 | -$10,185,896 | -3.63% | |
| Brown Advisory Inc | 0.41% | 1,778,922 | $263,831,962 | $254,261,321 | -$9,570,641 | -3.63% | |
| Focus Partners Wealth | 0.26% | 1,733,730 | $257,129,692 | $247,802,029 | -$9,327,663 | -3.63% | |
| Valeo Financial Advisors, Llc | 5.34% | 2,099,696 | $253,226,551 | $300,109,549 | +$46,882,998 | +18.51% | |
| Osaic Holdings, Inc. | 0.30% | 1,701,962 | $252,532,583 | $243,261,429 | -$9,271,154 | -3.67% |
Frequently asked questions about IJR
Who are the largest institutional holders of IJR?
The largest institutional holders of IJR reported in the latest SEC Form 13F filings include Bank Of America Corp, Jones Financial Companies Lllp, Morgan Stanley, Lpl Financial Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IJR position.
What is IJR institutional ownership?
This page tracks IJR positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE S&P SMALL-CAP E (IJR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IJR?
InsiderSet currently tracks 2,810 institutional managers reporting IJR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IJR shareholders.
How much IJR stock do institutions own?
Institutional investment managers disclosed approximately $72.26B in IJR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IJR institutional ownership last updated?
The latest IJR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IJR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IJR position after the reporting date.
Are institutions buying or selling IJR?
Institutional buying and selling can be analyzed by comparing IJR positions across consecutive 13F reporting periods. InsiderSet's IJR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IJR ownership changes.
How has IJR institutional ownership changed over time?
InsiderSet tracks IJR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.