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Of the 9 tracked institutions holding IJR, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +3.9pt. It's a gauge of who owns the name, not just how many.
Among the 9 tracked institutional investors we monitor, IJR (ISHARES TR) is held with a combined value of $4.19B across 33,696,434 shares. The largest holder is FMR LLC with a position worth $2.93B (0.15% of their portfolio). 6 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$4.19B
Total Shares Held
33,696,434
Institutional Holders
9
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $2.93B | 0.15% | +10.2% |
| 2 | BlackRock, Inc. | $1.12B | 0.02% | +5.8% |
| 3 | STATE STREET CORP | $98.88M | 0.00% | -22.2% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $17.49M | 0.01% | +36.9% |
| 5 | Gotham Asset Management, LLC | $14.47M | 0.04% | +12.3% |
| 6 | VANGUARD GROUP INC | $3.81M | 0.00% | +2.2% |
| 7 | Fisher Asset Management, LLC | $1.66M | 0.00% | +17.1% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $463.00K | 0.00% | - |
| 9 | MILLENNIUM MANAGEMENT LLC | $318.73K | 0.00% | -31.6% |
| Member | Type | Date |
|---|---|---|
| John Boozman | Buy | Dec 26, 2025 |
| David H McCormick | Sell | May 6, 2025 |
| C. Scott Franklin | Sell | Aug 6, 2024 |
| C. Scott Franklin | Sell |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of IJR with a position worth $2.93B, representing 0.15% of their portfolio. In total, 9 institutional investors hold IJR with a combined value of $4.19B.
Institutional investors hold $4.19B worth of IJR stock across 9 positions. The largest institutional holder is FMR LLC with $2.93B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IJR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IJR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Aug 6, 2024 |
| Thomas R Carper | Sell | Oct 30, 2020 |
Last Close
$144.86
2026-07-24
YTD
+19.9%
92% of 52-week range