Inst. Holders
50 funds
IJ
IJR
ISHARES TR
$138.52 ▲ +1.13%
Prev close $136.9730 New Institutional Positions15 Institutional ExitsCongressional Activity (1)
Snapshot
The big-picture read on IJR right now — valuation, ownership and activity at a glance.
Inst. Value
$55.2B
Inst. Activity
30 buys / 15 sells
SEC Reports
1
Congressional
2 trades
Price chart 30d -4.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 short_volume
Short Volume: IJR — 61.7% short (0.9M / 1.5M)
Short: 927,363 | Exempt: 2,082 | TRF Vol: 1,502,514 | Short Ratio: 61.7% | Off-exchange volume (dark
Aug 19, 2026 Congress
John Boozman buy
$1,001 - $15,000 — Senate
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
5,328,597 shares ($785.2M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC BANK OF MONTREAL /CAN/ — DOUBLED
3,996,639 shares ($592.7M)
In Q3 2024, 9 institutions accumulated $184.0M in IJR (iShares S&P Small-Cap 600 Growth ETF), with net buying of ~$76M,
INST-CLUSTER — Impact 4/10
Dec 26, 2025 Congress
John Boozman buy
$1,001 - $15,000 — Senate
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 0 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: IJR — 61.7% short (0.9M / 1.5M)
Short: 927,363 | Exempt: 2,082 | TRF Vol: 1,502,514 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
Sep 9, 2026
short_volume
Short Volume: IJR — 68.8% short (1.2M / 1.7M)
Short: 1,176,363 | Exempt: 8,428 | TRF Vol: 1,710,698 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: IJR — 64.9% short (0.8M / 1.2M)
Short: 753,481 | Exempt: 7,403 | TRF Vol: 1,161,293 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: IJR — 2.1M shares, 28,006 trades
Week starting 2026-09-07. Total ATS volume: 2,119,356 shares across 28,006 trades.
Sep 4, 2026
short_volume
Short Volume: IJR — 59.5% short (0.7M / 1.1M)
Short: 669,708 | Exempt: 11,928 | TRF Vol: 1,125,585 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own IJR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $55.2B total value (372,619,246 shares) as of 2026-Q2. Top holders: NORTHWESTERN, BANK, FMR. Net buying activity: 30 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 44,570,998 | $6.6B | 12.0% | — |
| BANK OF AMERICA CORP /DE/ | 33,264,973 | $4.9B | 8.9% | — |
| FMR LLC | 24,758,624 | $3.7B | 6.6% | — |
| JONES FINANCIAL COMPANIES LLLP | 22,721,296 | $3.3B | 6.1% | — |
| MORGAN STANLEY | 19,117,415 | $2.8B | 5.1% | — |
| LPL Financial LLC | 16,331,080 | $2.4B | 4.4% | — |
| ENVESTNET ASSET MANAGEMENT INC | 16,219,396 | $2.4B | 4.4% | — |
| WELLS FARGO & COMPANY/MN | 14,487,402 | $2.1B | 3.9% | — |
| RAYMOND JAMES FINANCIAL INC | 14,111,531 | $2.1B | 3.8% | — |
| Bank of New York Mellon Corp | 11,648,436 | $1.7B | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 2,734,850 | 5,328,597 | +94.8% | $785.2M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 1,690,865 | 3,996,639 | +136.4% | $592.7M |
| BROWN ADVISORY INC | ADD | 1,310,877 | 1,778,922 | +35.7% | $263.8M |
| Clark Capital Management Group, Inc. | TRIM | 1,818,014 | 1,244,550 | -31.5% | $184.6M |
| STIFEL FINANCIAL CORP | TRIM | 1,720,938 | 1,096,172 | -36.3% | $162.6M |
| Steward Partners Investment Advisory, LLC | TRIM | 1,603,265 | 909,263 | -43.3% | $134.9M |
| Concurrent Investment Advisors, LLC | ADD | 376,969 | 542,141 | +43.8% | $80.4M |
| EP Wealth Advisors, LLC | ADD | 323,464 | 471,147 | +45.7% | $69.9M |
| Lido Advisors, LLC | TRIM | 632,966 | 440,419 | -30.4% | $65.3M |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | ADD | 269,486 | 385,783 | +43.2% | $57.2M |
Congressional trades
IJR trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | iShares Core S&P Small-Cap ETF | Sep 11, 2026(24d) |
| Dec 26, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | iShares Core S&P Small-Cap ETF | Jan 13, 2026(19d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IJR.
Shares short
7,673,951
Settlement Sep 15, 2026
Change vs prior
+7.2%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume
All IJR filing & press-release reports (1)
- INST-CLUSTER reportJun 11, 2026