iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

SecurityIJR / iShares Trust - iShares Core S&P Small-Cap ETF
InstitutionBessemer Group Inc
Latest Disclosed Ownership949,856 shares
Latest Disclosed Value $ 118,077
Bessemer Group Inc reports 7.05% increase in ownership of IJR / iShares Trust - iShares Core S&P Small-Cap ETF

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 949,856 shares of iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) valued at $118,076,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 887,260 shares of iShares Trust - iShares Core S&P Small-Cap ETF. This represents a change in shares of 7.05% during the quarter. The current value of the position is $131,507,563 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 949,856 62,596 7.05 118 11.32 0.1856
2026-02-05 2025-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 887,260 68,645 8.39 107 9.28 0.1637
2025-11-05 2025-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 818,615 -22,307 -2.65 97 6.59 0.1488
2025-08-01 2025-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 840,922 -58,229 -6.48 92 -3.19 0.1492
2025-04-23 2025-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 899,151 2,908 0.32 94 -8.74 0.1686
2025-02-13 2024-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 896,243 -6,319 -0.70 103 -1.90 0.1686
2024-11-12 2024-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 902,562 -2,445 -0.27 106 9.38 0.1739
2024-08-13 2024-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 905,007 47,785 5.57 97 2.13 0.1702
2024-08-13 2024-03-31 13F/A-1 ISHARES S&P SMCAP 600 INDX FET 464287804 857,222 76,573 9.81 95 11.90 0.1712
2024-05-13 2024-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 857,222 76,573 95 0.1712
2024-02-09 2023-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 780,649 16,633 2.18 85 16.67 0.1646
2023-11-13 2023-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 764,016 44,824 6.23 72 1.41 0.1582
2023-08-10 2023-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 719,192 4,808 0.67 72 2.90 0.1521
2023-05-10 2023-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 714,384 79,835 12.58 69 15.00 0.1640
2023-02-13 2022-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 634,549 -31,801 -4.77 60 -99.90 0.1463
2022-11-09 2022-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 666,350 16,365 2.52 58,100 -3.27 0.1516
2022-08-10 2022-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 649,985 24,490 3.92 60,066 -10.99 0.1498
2022-05-12 2022-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 625,495 -478,077 -43.32 67,479 -46.60 0.1416
2022-01-27 2021-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,103,572 25,086 2.33 126,371 7.31 0.2532
2021-11-12 2021-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,078,486 645 0.06 117,760 -3.30 0.2511
2021-08-06 2021-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,077,841 22,247 2.11 121,776 6.30 0.2643
2021-05-13 2021-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,055,594 25,518 2.48 114,562 21.02 0.2745
2021-02-09 2020-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,030,076 -151,385 -12.81 94,664 14.09 0.2502
2020-11-12 2020-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,181,461 40,095 3.51 82,974 6.45 0.2452
2020-08-05 2020-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,141,366 734,393 180.45 77,944 241.34 0.2460
2020-04-30 2020-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 406,973 24,526 6.41 22,835 -28.79 0.0920
2020-02-04 2019-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 382,447 47,733 14.26 32,069 23.09 0.1038
2019-11-07 2019-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 334,714 -8,177 -2.38 26,054 -2.93 0.0930
2019-07-19 2019-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 342,891 77,770 29.33 26,841 31.23 0.0904
2019-05-13 2019-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 265,121 31,796 13.63 20,454 26.46 0.0785
2019-05-21 2018-12-31 13F/A-1 ISHARES S&P SMCAP 600 INDX FET 464287804 233,325 -194,183 -45.42 16,174 -56.63 0.0704
2019-02-12 2018-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 233,325 -194,183 16,174 0.0704
2018-11-06 2018-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 427,508 -25,073 -5.54 37,296 -1.26 0.1389
2018-07-25 2018-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 452,581 12,003 2.72 37,772 11.33 0.1465
2018-05-10 2018-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 440,578 208,461 89.81 33,929 90.29 0.1320
2018-01-30 2017-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 232,117 -230,243 -49.80 17,830 -48.04 0.0692
2017-11-03 2017-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 462,360 -1,095,172 -70.31 34,316 -68.58 0.1369
2017-07-27 2017-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,557,532 1,085,381 229.88 109,200 234.42 0.4400
2017-05-12 2017-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 472,151 -21,525 -4.36 32,654 -51.90 0.1362
2017-02-07 2016-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 493,676 457,317 1,257.78 67,891 1,404.01 0.3127
2016-11-10 2016-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 36,359 961 2.71 4,514 9.75 0.0227
2016-08-11 2016-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 35,398 -208,878 -85.51 4,113 -85.04 0.0226
2016-05-11 2016-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 244,276 178,665 272.31 27,499 280.66 0.1552
2016-02-12 2015-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 65,611 -581,502 -89.86 7,224 -89.52 0.0402
2015-11-16 2015-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 647,113 -227,270 -25.99 68,963 -33.09 0.3942
2015-08-14 2015-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 874,383 9,384 1.08 103,073 0.96 0.5384
2015-06-18 2015-03-31 13F/A-1 ISHARES S&P SMCAP 600 INDX FET 464287804 864,999 409,074 89.72 102,097 96.33 0.5178
2015-05-14 2015-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 864,999 102,097
2015-02-17 2014-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 455,925 454,175 25,952.86 52,003 28,316.94 0.2801
2014-12-11 2014-09-30 13F/A-1 ISHARES S&P SMCAP 600 INDX FET 464287804 1,750 0 0.00 183 -6.63 0.0010
2014-11-13 2014-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,750 0 183 0.0012
2014-08-13 2014-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,750 -1,825,987 -99.90 196 -99.90 0.0012
2014-05-14 2014-03-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,827,737 481 0.03 201,307 0.95 1.3575
2014-02-18 2013-12-31 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,827,256 -98,959 -5.14 199,407 3.73 1.4286
2013-11-08 2013-09-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 1,926,215 1,695,702 735.62 192,236 823.41 1.5596
2013-08-14 2013-06-30 13F ISHARES S&P SMCAP 600 INDX FET 464287804 230,513 230,513 20,818 0.1867
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.