IJR Institutional Ownership
Who owns IJR and what the big funds did with it last quarter, from every SEC 13F filing. 2,849 funds reported holding IJR at Jun 30, 2026.
- ●1,242 buying vs 1,197 selling
- ▲Shares held by funds +1.4%
- ▲Funds holding +86
- ▲Superinvestors: 2 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,849 | 2,763 | +3.1% |
| In funds' top 10 | 354 | 334 | +6.0% |
| 13F shares | 563M | 556M | +1.4% |
| Held by funds | – | – | – |
| New positions | 182 | 117 | +55.6% |
| Increased | 1,060 | 1,047 | +1.2% |
| Reduced | 1,111 | 1,112 | −0.1% |
| Sold out | 86 | 105 | −18.1% |
| Calls (shares) | 67K | 0 | – |
| Puts (shares) | 7,100 | 33K | −78.7% |
| Put/call ratio | 0.11 | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in IJR
All superinvestors →
Who owns IJR
share of fund held shares- Index and passive funds3.4%
- Active managers and hedge funds61.7%
- Banks and brokers34.2%
- Pensions, insurers and other0.8%
The top 10 holders own 38.6% of all IJR shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
2,114 funds changed their position- Jane Street Group, LLCAdded+1.6M sh
- Jpmorgan Chase & CoTrimmed−1.3M sh
- Bank of Montreal /can/Trimmed−1.2M sh
- Jones Financial Companies LllpAdded+1.1M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−874K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth Management Co | – | 44.6M | $6.6B | +1.1M |
| 2 | Bank of America Corp /de/ | – | 33.3M | $4.9B | −550K |
| 3 | Fmr LLC | – | 24.8M | $3.7B | +1.2M |
| 4 | Jones Financial Companies Lllp | – | 22.7M | $3.3B | +2.9M |
| 5 | Morgan Stanley | – | 19.1M | $2.8B | +884K |
| 6 | LPL Financial LLC | – | 16.3M | $2.4B | −308K |
| 7 | Envestnet Asset Management Inc | – | 16.2M | $2.4B | −1.7M |
| 8 | Wells Fargo & Company/mn | – | 14.5M | $2.1B | −236K |
| 9 | Raymond James Financial Inc | – | 14.1M | $2.1B | −27K |
| 10 | Bank of New York Mellon Corp | – | 11.6M | $1.7B | −154K |
- Jones Financial Companies Lllp+2.9M sh+$421M
- Jpmorgan Chase & Co+2.6M sh+$382M
- Bank of Montreal /can/+2.3M sh+$342M
- Fmr LLC+1.2M sh+$175M
- Northwestern Mutual Wealth Management Co+1.1M sh+$168M
- Natixis Advisors, LLC+1.1M sh+$160M
- Morgan Stanley+884K sh+$131M
- Cambridge Investment Research Advisors, Inc.+873K sh+$129M
- Provida Pension Fund Administrator−2.6M sh−$326M
- Envestnet Asset Management Inc−1.7M sh−$247M
- Steward Partners Investment Advisory, LLC−694K sh−$103M
- Stifel Financial Corp−625K sh−$92.7M
- Clark Capital Management Group, Inc.−573K sh−$85.1M
- Bank of America Corp /de/−550K sh−$81.6M
- BlackRock, Inc.−515K sh−$76.3M
- Independent Advisor Alliance−433K sh−$64.2M
IJR institutional ownership FAQ
Who owns the most IJR stock?
In Q2 2026 13F filings the largest holder of IJR was Northwestern Mutual Wealth Management Co, followed by Bank of America Corp /de/ and Fmr LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of IJR is owned by institutions?
2,849 funds reported holding 563M IJR shares at Jun 30, 2026.
Are hedge funds buying IJR?
In Q2 2026, 1,242 funds bought IJR (182 of them new positions) and 1,197 sold (86 sold out completely). Among well known investors, 2 added and 0 cut. Our fund sentiment for IJR is bullish.
What is IJR's institutional put/call ratio?
Funds reported $1.1M of IJR puts against $9.9M of calls, a put/call ratio of 0.11. Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this IJR ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.