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

SecurityIJR / iShares Trust - iShares Core S&P Small-Cap ETF
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership19,781 shares
Latest Disclosed Value $ 2,459,030
Neuberger Berman Group LLC reports 38.82% decrease in ownership of IJR / iShares Trust - iShares Core S&P Small-Cap ETF

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 19,781 shares of iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) valued at $2,458,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,335 shares of iShares Trust - iShares Core S&P Small-Cap ETF. This represents a change in shares of -38.82% during the quarter. The current value of the position is $2,723,448 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.

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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)
2026-05-14 2026-03-31 13F ISHARES CORE S&P SMALL-CAP E ETF 464287804 19,781 -12,554 -38.82 2,459 -36.72 0.0010
2026-02-13 2025-12-31 13F ISHARES CORE S&P SMALL-CAP E ETF 464287804 32,335 5,804 21.88 3,886 23.29 0.0029
2025-11-12 2025-09-30 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 26,531 4,559 20.75 3,153 31.28 0.0023
2025-08-25 2025-06-30 13F/A-1 ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 21,972 -50,086 -69.51 2,401 -68.14 0.0018
2025-08-13 2025-06-30 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 21,972 -50,086 2,401 0.0010
2025-05-13 2025-03-31 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 72,058 -19,186 -21.03 7,535 -28.31 0.0063
2025-02-13 2024-12-31 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 91,244 7,277 8.67 10,511 7.03 0.0083
2024-11-14 2024-09-30 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 83,967 3,774 4.71 9,821 14.81 0.0077
2024-11-14 2024-06-30 13F/A-1 ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 80,193 1,333 1.69 8,553 -1.86 0.0070
2024-08-13 2024-06-30 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 80,193 1,333 8,553 0.0070
2024-11-14 2024-03-31 13F/A-1 ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 78,860 16,928 27.33 8,716 30.00 0.0072
2024-05-13 2024-03-31 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 78,860 16,928 8,716 0.0072
2024-11-14 2023-12-31 13F/A-2 ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 61,932 38,867 168.51 6,704 208.23 0.0058
2024-02-09 2023-12-31 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 61,932 38,867 6,704 0.0058
2023-11-14 2023-09-30 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 23,065 3,321 16.82 2,176 10.57 0.0020
2023-08-11 2023-06-30 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 19,744 -677 -3.32 1,967 -0.35 0.0018
2023-05-12 2023-03-31 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 20,421 -12,010 -37.03 1,975 -35.68 0.0018
2023-02-13 2022-12-31 13F ISHARES CORE S&P SMALL-CAP ETF ETF-E ETF 464287804 32,431 -590 -1.79 3,069 6.60 0.0030
2022-11-15 2022-09-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 33,021 10,007 43.48 2,879 35.35 0.0030
2022-08-15 2022-06-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 23,014 15,194 194.30 2,127 152.01 0.0021
2022-05-23 2022-03-31 13F/A-1 ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 7,820 -72,114 -90.22 844 -90.78 0.0007
2022-05-13 2022-03-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 7,820 -72,114 844 0.0004
2022-02-11 2021-12-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 79,934 75,519 1,710.51 9,153 1,795.03 0.0072
2021-11-12 2021-09-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 4,415 -930 -17.40 483 -20.03 0.0004
2021-08-13 2021-06-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 5,345 771 16.86 604 21.77 0.0005
2021-05-13 2021-03-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 4,574 -1,535 -25.13 496 -11.59 0.0005
2021-02-10 2020-12-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 6,109 1,901 45.18 561 95.47 0.0006
2020-08-13 2020-06-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 4,208 -8,539 -66.99 287 -73.15 0.0004
2020-02-12 2019-12-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 12,747 -223 -1.72 1,069 5.84 0.0012
2019-11-13 2019-09-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 12,970 2,085 19.15 1,010 18.54 0.0012
2019-08-13 2019-06-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 10,885 1,347 14.12 852 15.76 0.0010
2019-05-13 2019-03-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 9,538 629 7.06 736 19.09 0.0009
2019-02-12 2018-12-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 8,909 -587 -6.18 618 -25.36 0.0009
2018-11-16 2018-09-30 13F/A-1 ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 9,496 371 4.07 828 8.66 0.0009
2018-11-13 2018-09-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 9,496 371 828
2018-08-13 2018-06-30 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 9,125 1,248 15.84 762 25.54 0.0008
2018-05-08 2018-03-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 7,877 -4,158 -34.55 607 -34.31 0.0007
2018-02-14 2017-12-31 13F ISHARES TRUST S&P SMALLCAP 600 INDEX FUND ETF 464287804 12,035 -752 -5.88 924 -2.63 0.0011
2017-11-15 2017-09-30 13F ISHARES TRUST COMMON STOCK 464287804 12,787 1,195 10.31 949 16.73 0.0012
2017-08-08 2017-06-30 13F ISHARES TRUST COMMON STOCK 464287804 11,592 -468 -3.88 813 -2.52 0.0010
2017-05-10 2017-03-31 13F ISHARES TRUST COMMON STOCK 464287804 12,060 10,159 534.40 834 219.54 0.0011
2017-02-06 2016-12-31 13F ISHARES TRUST COMMON STOCK 464287804 1,901 1,901 -13.00 261 19.72 0.0004
2014-02-11 2013-12-31 13F ISHARES TRUST COMMON STOCK 464287804 0 -2,185 -100.00 0 -100.00
2013-10-29 2013-09-30 13F/A-1 ISHARES TRUST COMMON STOCK 464287804 2,185 -74 -3.28 218 6.86 0.0002
2013-08-13 2013-06-30 13F ISHARES TRUST COMMON STOCK 464287804 2,259 2,259 204 0.0002
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.