ISHARES CORE S&P SMALL-CAP E

IJR's Q1 2026 institutional ownership is a $64.8B book across 2,651 holders. Jones Financial (Edward Jones) was the largest buyer at +$466M (+29.3% shares, from $2.0B to $2.4B). FMR/Fidelity added +$361M (+16.9%). Northwestern Mutual Wealth Management is the largest holder at $5.4B (43.4M shares, +2.1%); Bank of America is second at $4.2B (33.8M shares, +0.5%); FMR/Fidelity is third at $2.9B (23.6M shares, +16.9%); Jones Financial is fourth at $2.4B (19.9M shares, +29.3%); Morgan Stanley is fifth at $2.3B (18.2M shares, +0.5%). Envestnet +$260M (+15.9%); UBS Group +$111M (+11.6%); BlackRock +$96M (+10.4%); Baird Financial +$66M (+10.8%); Goldman Sachs +$41M (+0.6%); Fifth Third Bancorp +$153M (+74.2%); Raymond James +$64M (+0.5%); Northern Trust +$53M; Glenmede Trust +$25M; First Command Advisory +$32M. LPL Financial cut -$38M (-1.6%); Wells Fargo cut +$33M? Wait Wells Fargo valueChange is 32560541 positive, changeType DECREASED -- so shares decreased slightly but value went up due to mark-to-market. Actually looking at Wells Fargo: changeType=DECREASED, valueChange=32560541 (positive $33M) -- this is a mark-to-market artifact, shares down slightly, value up slightly. Ameriprise also added slightly? No Ameriprise is not in IJR top-20. LPL Financial -$38M (-1.6% shares). Northwestern Mutual Investment Management Co cut -$95M (-12.2%). Financial Engines cut -$20M. BNY Mellon cut -$18M. The Q1 2026 flow is net-bullish from RIA-and-wealth-platform managers, with Jones Financial's +29.3% surge the most notable signal. The 75.50 whaleScore reflects AUM. Smart-money-signal read: IJR's Q1 2026 holder picture shows modest net-bullish flows from wealth-and-RIA platforms (Jones, Envestnet, Fifth Third, Raymond James, Baird, First Command) combined with slight reductions from broker-dealer platforms (LPL, Wells Fargo). The net read is neutral-to-slightly-bullish for small-cap equity exposure via the passive ETF wrapper.