IJR S&P Smallcap 600 Index Ishares
S&P Smallcap 600 Index Ishares (IJR) Institutional Ownership
What the institutions did with IJR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Stairway Partners, LLC | 1.6M | 35.2% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 391.6K | 8.7% |
| LBJ Family Wealth Advisors, Ltd. | 379.6K | 8.4% |
| Montecito Bank & Trust | 331.5K | 7.4% |
| CX Institutional | 323.6K | 7.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 298.4K | 6.6% |
| MassMutual Private Wealth & Trust, FSB | 267.9K | 6.0% |
| Stonebridge Financial Group, LLC | 122.8K | 2.7% |
| Global Wealth Strategies & Associates | 109.6K | 2.4% |
| Partnership Wealth Management, LLC | 90.7K | 2.0% |
| BURKETT FINANCIAL SERVICES, LLC | 83.6K | 1.9% |
| Ballew Advisors, Inc | 61.8K | 1.4% |
| Boltwood Capital Management | 55.8K | 1.2% |
| Heartwood Wealth Advisors LLC | 50.6K | 1.1% |
| Central Pacific Bank - Trust Division | 43.7K | 1.0% |
| General Partner, Inc. | 40.9K | 0.9% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 35.2K | 0.8% |
| ROCKLAND TRUST CO | 32.3K | 0.7% |
| EASTERN BANK | 26.9K | 0.6% |
| PARK NATIONAL CORP /OH/ | 25.0K | 0.6% |
| Coastline Trust Co | 16.6K | 0.4% |
| TOMPKINS FINANCIAL CORP | 15.5K | 0.3% |
| Olistico Wealth, LLC | 13.6K | 0.3% |
| Noble Wealth Management PBC | 12.1K | 0.3% |
| Box Hill Private Wealth LLC | 11.6K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 501.3K | 323.6K | -177.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 366.2K | 391.6K | +25.5K |
| Coastline Trust Co | Reduced | 27.9K | 16.6K | -11.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 290.9K | 298.4K | +7.5K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 274.3K | 267.9K | -6.3K |
| Partnership Wealth Management, LLC | Reduced | 96.5K | 90.7K | -5.8K |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 80.5K | 83.6K | +3.1K |
| Eastover Investment Advisors LLC | Sold Out | 2.6K | 0 | -2.6K |
| Montecito Bank & Trust | Reduced | 333.9K | 331.5K | -2.4K |
| Ballew Advisors, Inc | Reduced | 64.2K | 61.8K | -2.4K |
| TOMPKINS FINANCIAL CORP | Increased | 13.5K | 15.5K | +2.0K |
| Stairway Partners, LLC | Increased | 1.6M | 1.6M | +1.9K |
| CapWealth Advisors, LLC | Increased | 700 | 2.5K | +1.8K |
| Adelphi Trust Co | Increased | 3.0K | 4.5K | +1.5K |
| LBJ Family Wealth Advisors, Ltd. | Reduced | 381.0K | 379.6K | -1.5K |
| ARGENT CAPITAL MANAGEMENT LLC | Sold Out | 1.2K | 0 | -1.2K |
| Noble Wealth Management PBC | Reduced | 13.1K | 12.1K | -1.0K |
| PARK NATIONAL CORP /OH/ | Reduced | 26.0K | 25.0K | -948 |
| Boltwood Capital Management | Reduced | 56.6K | 55.8K | -840 |
| Global Wealth Strategies & Associates | Increased | 108.9K | 109.6K | +780 |
| Box Hill Private Wealth LLC | Increased | 11.2K | 11.6K | +451 |
| ROCKLAND TRUST CO | Reduced | 32.6K | 32.3K | -302 |
| GoalVest Advisory LLC | Reduced | 6.3K | 6.0K | -292 |
| EASTERN BANK | Increased | 26.7K | 26.9K | +274 |
| Rosenberg Matthew Hamilton | Reduced | 2.9K | 2.7K | -266 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 2.0K | 1.8K | -181 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 10.4K | 10.3K | -131 |
| Heartwood Wealth Advisors LLC | Increased | 50.5K | 50.6K | +131 |
| Central Pacific Bank - Trust Division | Reduced | 43.8K | 43.7K | -124 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Increased | 35.1K | 35.2K | +78 |
| Planning Strategies Inc. | Increased | 844 | 917 | +73 |
| Olistico Wealth, LLC | Increased | 13.6K | 13.6K | +41 |
| Versant Capital Management, Inc | Reduced | 2.6K | 2.6K | -37 |
| FC Advisory LLC | Increased | 4.3K | 4.3K | +25 |
| Stonebridge Financial Group, LLC | Reduced | 122.8K | 122.8K | -18 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 7.8K | 7.8K | -16 |
| Roxbury Financial LLC | Increased | 592 | 608 | +16 |
| Frisco Financial Planning LLC | Increased | 2.8K | 2.8K | +9 |
| Gladwyn Financial Advisors, Inc. | Increased | 780 | 781 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.