§ EQUITY
USDIJR
ISHARES CORE S&P SMALL-CAP E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
1355 increased/new, 1149 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 43.4M | 3.3% | n/a |
| Bank of America Corp | 33.8M | 0.3% | +1% |
| Fidelity Management | 23.6M | 0.2% | +10% |
| JONES FINANCIAL COMPANIES LLLP | 19.9M | 1.2% | +22% |
| Morgan Stanley | 18.2M | 0.1% | n/a |
| ENVESTNET ASSET MANAGEMENT INC | 17.9M | 0.6% | +9% |
◇ AC INTELLIGENCE
Top institutional owners for IJR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER56.7% · 2,522 holders
DEALER / BANK27.4% · 137 holders
INCOME / DEFENSIVE8.5% · 22 holders
QUALITY / COMPOUNDER5.7% · 19 holders
PASSIVE / INDEX1.6% · 9 holders
TACTICAL / MACRO0.1% · 3 holders
SYSTEMATIC / QUANT0.0% · 3 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IJR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IJR yet.