Who owns IJR?
iShares Core S&P Small-Cap ETF · iShares
2,838 institutions reported holding IJR, worth $83.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IJR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $6.6B | 44,570,998 | +1,132,592 shares |
| Bank of America Corp. | Charlotte, NC | $4.9B | 33,264,973 | −550,332 shares |
| FMR LLC | Boston, MA | $3.7B | 24,758,624 | +1,181,684 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $3.3B | 22,721,296 | +2,856,629 shares |
| Morgan Stanley | New York, NY | $2.8B | 19,117,415 | +884,035 shares |
| LPL Financial LLC | Fort Mill, SC | $2.4B | 16,331,080 | −307,924 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.4B | 16,219,396 | −1,667,137 shares |
| Wells Fargo & Company | San Francisco, CA | $2.1B | 14,487,402 | −236,203 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.1B | 14,111,531 | −27,196 shares |
| Bank of New York Mellon Corp | New York, NY | $1.7B | 11,648,436 | −154,358 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IJR?
2,838 institutional managers reported holding IJR in Form 13F filings for June 30, 2026, worth $83.3B in total. The largest reported position was held by Northwestern Mutual Wealth Management Co, at $6.6B.
Did institutions buy or sell IJR last quarter?
Reported 13F value rose 22.2% from March 31, 2026, which includes price moves as well as buying and selling. 260 firms reported a new position and 85 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IJR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.