13F

IJR ISHARES CORE S&P SMALL-CAP E

2026Q1 · CUSIP 464287804

🟡 Cooling · Breadth rolling over
Holders
2,729
Δ holders QoQ
+7
Breadth percentile
Top 37%
Whale holders
178
Δ whales
-5
Inst. holding value
$68.3B
New positions
166
Closed positions
159
Price momentum (1Q)
Put / Call
6/3

Breadth history (34 quarters)

2018Q1: Δ+34 · h=1142 2018Q2: Δ+40 · h=1182 2018Q3: Δ+36 · h=1218 2018Q4: Δ+88 · h=1306 2019Q1: Δ+39 · h=1345 2019Q2: Δ-12 · h=1333 2019Q3: Δ+2 · h=1335 2019Q4: Δ+223 · h=1558 2020Q1: Δ-172 · h=1386 2020Q2: Δ+54 · h=1440 2020Q3: Δ+13 · h=1453 2020Q4: Δ+268 · h=1721 2021Q1: Δ+75 · h=1796 2021Q2: Δ+17 · h=1813 2021Q3: Δ+0 · h=1813 2021Q4: Δ+241 · h=2054 2022Q1: Δ+4 · h=2058 2022Q2: Δ-74 · h=1984 2022Q3: Δ-29 · h=1955 2022Q4: Δ+176 · h=2131 2023Q1: Δ-16 · h=2115 2023Q2: Δ-13 · h=2102 2023Q3: Δ+6 · h=2108 2023Q4: Δ+204 · h=2312 2024Q1: Δ+15 · h=2327 2024Q2: Δ-20 · h=2307 2024Q3: Δ+74 · h=2381 2024Q4: Δ+247 · h=2628 2025Q1: Δ-105 · h=2523 2025Q2: Δ-15 · h=2508 2025Q3: Δ+12 · h=2520 2025Q4: Δ+202 · h=2722 2026Q1: Δ+7 · h=2729 2018Q1: holders=1142 2018Q2: holders=1182 2018Q3: holders=1218 2018Q4: holders=1306 2019Q1: holders=1345 2019Q2: holders=1333 2019Q3: holders=1335 2019Q4: holders=1558 2020Q1: holders=1386 2020Q2: holders=1440 2020Q3: holders=1453 2020Q4: holders=1721 2021Q1: holders=1796 2021Q2: holders=1813 2021Q3: holders=1813 2021Q4: holders=2054 2022Q1: holders=2058 2022Q2: holders=1984 2022Q3: holders=1955 2022Q4: holders=2131 2023Q1: holders=2115 2023Q2: holders=2102 2023Q3: holders=2108 2023Q4: holders=2312 2024Q1: holders=2327 2024Q2: holders=2307 2024Q3: holders=2381 2024Q4: holders=2628 2025Q1: holders=2523 2025Q2: holders=2508 2025Q3: holders=2520 2025Q4: holders=2722 2026Q1: holders=2729 -268 -134 +0 +134 +268 102719472866 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 18 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 1%
2024Q4 Top 1%
2024Q3 Top 2%
2024Q1 Top 19%
2023Q4 Top 1%
2022Q4 Top 0%
2021Q4 Top 1%
2021Q2 Top 17%
2021Q1 Top 2%
2020Q4 Top 0%
2020Q3 Top 19%
2020Q2 Top 4%
2019Q4 Top 1%
2019Q1 Top 5%
2018Q4 Top 2%
2018Q3 Top 3%
2018Q2 Top 3%
2018Q1 Top 3%
Put holders / Call holders: 6 / 3