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 |
|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | 21.4M | 9.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.9M | 3.5% |
| SIGNATUREFD, LLC | 7.5M | 3.3% |
| Nationwide Fund Advisors | 3.7M | 1.6% |
| OpenArc Corporate Advisory, LLC | 3.6M | 1.6% |
| GLOBALT Investments LLC / GA | 3.6M | 1.6% |
| Asset Management One Co., Ltd. | 3.3M | 1.4% |
| Valeo Financial Advisors, LLC | 2.6M | 1.1% |
| PARK AVENUE SECURITIES LLC | 2.3M | 1.0% |
| Farther Finance Advisors, LLC | 2.0M | 0.9% |
| ASSETMARK, INC | 2.0M | 0.9% |
| OAKWORTH CAPITAL, INC. | 1.9M | 0.9% |
| D.A. DAVIDSON & CO. | 1.9M | 0.8% |
| BARINGS LLC | 1.8M | 0.8% |
| Stairway Partners, LLC | 1.8M | 0.8% |
| Legacy Wealth Management, LLC | 1.7M | 0.7% |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.5M | 0.7% |
| Concurrent Investment Advisors, LLC | 1.4M | 0.6% |
| Avidian Wealth Enterprises, LLC | 1.4M | 0.6% |
| Prime Capital Investment Advisors, LLC | 1.3M | 0.6% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 1.2M | 0.5% |
| SIGMA INVESTMENT COUNSELORS INC | 1.2M | 0.5% |
| MISSION WEALTH MANAGEMENT, LP | 1.2M | 0.5% |
| Klingman & Associates, LLC | 1.2M | 0.5% |
| CAHABA WEALTH MANAGEMENT, INC. | 1.2M | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| NISA INVESTMENT ADVISORS, LLC | New | 0 | 21.4M | +21.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 3.2M | 7.9M | +4.7M |
| Asset Management One Co., Ltd. | New | 0 | 3.3M | +3.3M |
| BARINGS LLC | New | 0 | 1.8M | +1.8M |
| PARK AVENUE SECURITIES LLC | Increased | 562.9K | 2.3M | +1.8M |
| Nationwide Fund Advisors | Increased | 2.4M | 3.7M | +1.3M |
| BOKF, NA | Reduced | 2.2M | 1.1M | -1.1M |
| Simplify Asset Management Inc. | New | 0 | 1.0M | +1.0M |
| Farther Finance Advisors, LLC | Increased | 1.0M | 2.0M | +978.5K |
| Prime Capital Investment Advisors, LLC | Increased | 349.9K | 1.3M | +915.5K |
| ASPIRIANT, LLC | Increased | 208.0K | 1.1M | +894.6K |
| ASSETMARK, INC | Increased | 1.2M | 2.0M | +802.7K |
| WealthNavi Inc. | New | 0 | 772.6K | +772.6K |
| Avidian Wealth Enterprises, LLC | Increased | 689.5K | 1.4M | +715.5K |
| Orgel Wealth Management, LLC | Increased | 20.0K | 692.0K | +672.0K |
| CAHABA WEALTH MANAGEMENT, INC. | Increased | 515.0K | 1.2M | +663.4K |
| JB Capital LLC | Increased | 17.3K | 679.0K | +661.7K |
| Legacy Wealth Management, LLC | Increased | 1.1M | 1.7M | +567.5K |
| SIGMA INVESTMENT COUNSELORS INC | Increased | 684.0K | 1.2M | +549.2K |
| MIDLAND WEALTH ADVISORS, LLC | Increased | 28.7K | 574.2K | +545.5K |
| Klingman & Associates, LLC | Increased | 647.5K | 1.2M | +544.4K |
| GR FINANCIAL GROUP, LLC | New | 0 | 542.0K | +542.0K |
| Fifth Third Wealth Advisors LLC | Increased | 575.8K | 1.1M | +524.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | Reduced | 578.5K | 60.0K | -518.5K |
| Concurrent Investment Advisors, LLC | Increased | 900.8K | 1.4M | +517.1K |
| Crestwood Advisors Group, LLC | Increased | 160.0K | 665.8K | +505.8K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | Increased | 22.0K | 510.9K | +488.9K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | Increased | 16.4K | 501.0K | +484.6K |
| Teramo Advisors, LLC | New | 0 | 460.0K | +460.0K |
| BSN CAPITAL PARTNERS Ltd | New | 0 | 445.0K | +445.0K |
| TSFG, LLC | Reduced | 503.9K | 66.4K | -437.5K |
| Fragasso Financial Advisors Inc | Increased | 11.0K | 441.4K | +430.5K |
| Apollon Wealth Management, LLC | Increased | 242.6K | 661.5K | +418.9K |
| FARMERS & MERCHANTS INVESTMENTS INC | Increased | 1.1M | 1.5M | +396.2K |
| CITIZENS FINANCIAL GROUP INC/RI | Increased | 411.2K | 804.1K | +392.9K |
| SAGESPRING WEALTH PARTNERS, LLC | Increased | 592.4K | 982.8K | +390.4K |
| Heck Capital Advisors, LLC | Increased | 211.5K | 568.7K | +357.2K |
| HB Wealth Management, LLC | Increased | 772.9K | 1.1M | +354.3K |
| FIRST HAWAIIAN BANK | Increased | 42.5K | 390.9K | +348.3K |
| SOFI WEALTH, LLC | New | 0 | 340.5K | +340.5K |
| Atria Investments, Inc | Increased | 269.9K | 600.0K | +330.1K |
| ELEMENT POINTE ADVISORS, LLC | Increased | 28.0K | 354.8K | +326.9K |
| FORM Wealth Advisors, LLC | Increased | 204.1K | 530.7K | +326.6K |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | New | 0 | 326.1K | +326.1K |
| Legacy Private Trust Co. | Increased | 61.1K | 383.7K | +322.5K |
| TFC Financial Management, Inc. | Increased | 32.5K | 352.0K | +319.5K |
| ARMSTRONG ADVISORY GROUP, INC | Increased | 8.5K | 327.9K | +319.4K |
| TAIYO LIFE INSURANCE CO | New | 0 | 315.5K | +315.5K |
| BLB&B Advisors, LLC | Increased | 473.1K | 782.5K | +309.5K |
| Tarbox Family Office, Inc. | Increased | 98.5K | 407.8K | +309.3K |
| RKL Wealth Management LLC | Increased | 401.6K | 707.9K | +306.3K |
| Valeo Financial Advisors, LLC | Increased | 2.3M | 2.6M | +301.5K |
| DT Investment Partners, LLC | Increased | 375.5K | 670.1K | +294.6K |
| FIRST CITIZENS BANK & TRUST CO | Increased | 342.4K | 635.3K | +292.9K |
| True Link Financial Advisors, LLC | Increased | 37.4K | 320.6K | +283.2K |
| Goelzer Investment Management, Inc. | Increased | 186.8K | 469.3K | +282.6K |
| Lee Financial Co | Increased | 56.7K | 331.6K | +274.9K |
| MISSION WEALTH MANAGEMENT, LP | Reduced | 1.5M | 1.2M | -263.9K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | Increased | 43.4K | 298.3K | +254.9K |
| Leverty Financial Group, LLC | Increased | 14.3K | 263.8K | +249.5K |
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.