Security record · archived quarter
IJR
iShares Core S&P Small-Cap ETF · Financial Services · Asset Management
97Tracked holders
+1Δ holders
334.34MShares held
$40.18BReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +1.0% ·
share flow -1.6% ·
net new positions +1.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.35M | $184.36M | n/a | −1 |
| Q2 2026 | 95 | 0 | 345.31M | $51.17B | +5 | −6 |
| Q1 2026 | 97 | -1 | 341.59M | $42.40B | +4 | −5 |
| Q4 2025 | 97 | +1 | 334.34M | $40.18B | +3 | −2 |
| Q3 2025 | 15 | +1 | 63.84M | $7.59B | +2 | −1 |
| Q2 2025 | 11 | +1 | 25.99M | $2.84B | +1 | n/a |
| Q1 2025 | 7 | -1 | 1.04M | $108.97M | +1 | −2 |
| Q4 2024 | 8 | +1 | 1.23M | $142.00M | +1 | n/a |
| Q3 2024 | 6 | -1 | 277.56K | $32.46M | +1 | −2 |
| Q2 2024 | 7 | n/a | 473.46K | $50.50M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 42.56M | n/a | $5.12B | 3.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 33.61M | n/a | $4.04B | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 3 | Fidelity (FMR) ✦ | 21.39M | +14.9% | $2.57B | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 18.06M | +0.5% | $2.17B | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 5 | LPL Financial LLC | 17.53M | n/a | $2.11B | 0.6% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 16.34M | n/a | $1.96B | 0.6% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 16.26M | n/a | $1.95B | 1.2% | n/c | 1 | SEC ↗ ×3 |
| 8 | Wells Fargo & Company/Mn | 14.96M | n/a | $1.80B | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 9 | Raymond James Financial Inc | 14.10M | n/a | $1.69B | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 10 | Bank of New York Mellon Corp | 12.06M | n/a | $1.45B | 0.3% | n/c | 1 | SEC ↗ ×13 |
| 11 | UBS Group AG | 9.58M | n/a | $1.15B | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 9.44M | n/a | $1.13B | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 13 | BlackRock ✦ (passive) | 8.52M | +2.2% | $1.02B | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 14 | Pnc Financial Services Group, Inc. | 7.96M | n/a | $956.35M | 0.5% | n/c | 1 | SEC ↗ ×8 |
| 15 | Financial Engines Advisors L.L.C. | 7.82M | n/a | $939.99M | 1.8% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 7.29M | n/a | $875.70M | 0.2% | n/c | 1 | SEC ↗ ×14 |
| 17 | Goldman Sachs Group ✦ | 6.47M | +1.0% | $777.91M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 18 | Baird Financial Group, Inc. | 6.13M | n/a | $737.18M | 1.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Us Bancorp \De\ | 4.90M | n/a | $588.74M | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 20 | Truist Financial Corp | 4.64M | n/a | $558.14M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 21 | Ameriprise Financial Inc | 4.54M | n/a | $546.16M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 22 | Corient Private Wealth LP | 4.34M | n/a | $513.98M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 23 | Cerity Partners LLC | 3.66M | n/a | $439.70M | 0.6% | n/c | 1 | SEC ↗ ×3 |
| 24 | HighTower Advisors, LLC | 3.35M | n/a | $402.21M | 0.4% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 3.10M | n/a | $372.95M | 0.5% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 2.85M | n/a | $342.25M | 0.4% | n/c | 1 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 2.45M | n/a | $305.19M | 0.4% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 2.35M | -77.1% | $282.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 29 | Fifth Third Bancorp | 2.06M | n/a | $247.25M | 0.8% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 1.75M | n/a | $209.79M | 0.2% | n/c | 1 | SEC ↗ |
| 31 | Mariner, LLC | 1.74M | n/a | $209.42M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 32 | Stifel Financial Corp | 1.70M | n/a | $204.40M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 33 | Bank Of Montreal /Can/ | 1.68M | n/a | $201.82M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 34 | Rockefeller Capital Management L.P. | 1.59M | n/a | $191.35M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 35 | Osaic Holdings, Inc. | 1.55M | n/a | $186.49M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 36 | Mml Investors Services, Llc | 1.35M | n/a | $162.65M | 0.4% | n/c | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 1.33M | n/a | $158.93M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Creative Planning | 1.26M | n/a | $151.00M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 39 | Assetmark, Inc | 1.16M | n/a | $138.98M | 0.3% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 1.06M | n/a | $127.96M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 41 | Brown Advisory Inc | 1.05M | n/a | $126.50M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 42 | State Street Global Advisors ✦ (passive) | 1.02M | -25.3% | $122.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Victory Capital Management Inc | 908.58K | n/a | $109.19M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Captrust Financial Advisors | 860.16K | n/a | $103.37M | 0.2% | n/c | 1 | SEC ↗ |
| 45 | Lido Advisors, LLC | 629.27K | n/a | $75.43M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 46 | Alliancebernstein L.P. | 512.90K | n/a | $61.64M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 403.12K | n/a | $48.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Hsbc Holdings Plc | 364.31K | n/a | $43.78M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 49 | Blair William & Co/Il | 344.14K | n/a | $41.36M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Principal Financial Group Inc | 335.76K | n/a | $40.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Citadel Advisors ✦ | 313.40K | -30.6% | $37.66M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 52 | Lazard Asset Management Llc | 273.05K | n/a | $32.82M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Mackenzie Financial Corp | 221.15K | n/a | $26.86M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Prudential Financial Inc | 220.70K | n/a | $26.86M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Tidal Investments LLC | 204.28K | n/a | $24.55M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Bank Of Nova Scotia | 178.70K | n/a | $21.48M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 167.43K | n/a | $20.12M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Cwm, Llc | 166.92K | n/a | $20.06M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Balyasny Asset Management L.P. | 154.06K | n/a | $18.52M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Mirae Asset Global Investments Co.… | 134.00K | n/a | $16.10M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 127.64K | n/a | $15.34M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 105.72K | +60.9% | $12.70M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 63 | Gotham Asset Management ✦ | 103.68K | 0.0% | $12.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 97.19K | n/a | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | D. E. Shaw & Co. ✦ | 95.30K | New | $11.45M | 0.0% | New | 1 | SEC ↗ |
| 66 | Legal & General Group Plc | 90.58K | n/a | $10.89M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 89.34K | n/a | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 86.36K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Quantinno Capital Management LP | 78.59K | n/a | $9.45M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Td Asset Management Inc | 52.51K | n/a | $6.31M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 47.95K | n/a | $5.76M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Empower Advisory Group, LLC | 46.64K | n/a | $5.61M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 46.30K | n/a | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | First Manhattan Co. Llc. | 32.85K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Neuberger Berman Group LLC | 32.34K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | The Vanguard Group ✦ (passive) | 31.73K | +2.2% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Kayne Anderson Rudnick Investment… | 29.22K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Sei Investments Co | 27.73K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Allspring Global Investments… | 22.72K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Hrt Financial Lp | 22.27K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Chevy Chase Trust Holdings, LLC | 20.84K | n/a | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Renaissance Technologies ✦ | 17.50K | New | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 16.61K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Barclays Plc | 16.17K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cibc World Market Inc. | 11.55K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Fisher Asset Management ✦ | 11.38K | +62.9% | $1.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 87 | Clearbridge Investments, LLC | 6.44K | n/a | $774,440 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Rhumbline Advisers | 6.05K | n/a | $726,848 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Invesco Ltd. | 5.66K | n/a | $680,218 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | First Trust Advisors Lp | 4.65K | n/a | $558,942 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | GAMCO Investors ✦ | 4.32K | -3.5% | $518,577 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Jane Street Group, Llc | 4.30K | n/a | $517,014 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Millennium Management ✦ | 3.75K | New | $450,675 | 0.0% | New | 1 | SEC ↗ |
| 94 | T. Rowe Price ✦ | 3.72K | 0.0% | $448,000 | 0.0% | Held | 7 | SEC ↗ |
| 95 | Loomis Sayles & Co L P | 2.71K | n/a | $325,790 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Bank Julius Baer & Co. Ltd, Zurich | 1.79K | n/a | $215,393 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 461 | n/a | $55,403 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $11.45M | 0.0% |
| Renaissance Technologies | $2.10M | 0.0% |
| Millennium Management | $450,675 | 0.0% |
Exited
| Two Sigma Investments | $21.27M | was 0.0% |
| Marshall Wace | $1.08M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,707 holders, 548.61M shares, $66.29B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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