Security record · archived quarter
IJR
iShares Core S&P Small-Cap ETF · Financial Services · Asset Management
2Tracked holders
0Δ holders
1.35MShares held
$184.36MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.35M | $184.36M | n/a | n/a |
| Q2 2026 | 96 | 0 | 348.64M | $51.66B | +5 | −5 |
| 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 · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.25M | -23.6% | $169.89M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 105.61K | +2.0% | $14.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q3 2026 ·
Methodology ·
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