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Disclosery

IJR ISHARES TR

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SHS (fund)

2,505 managers (2,531 13F filers) reported a position in IJR shares at 2025-09-30, 527,589,735 shares in all. 115 filers opened a position and 88 filers sold out during the quarter.

Managers
2,505
13F filers
2,531
New
115
Added
1,000
Reduced
1,064
Sold out
88
Shares held by filers
527,589,735

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allie Family Office LLC4,229$503K0.24%-7513F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,200$499K0.02%+813F-HRTimeline
Thomasville National Bank4,183$497K0.03%-35013F-HRTimeline
APPLETON PARTNERS INC/MA4,169$495K0.03%013F-HRTimeline
Cyndeo Wealth Partners, LLC4,152$493K0.03%+11813F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,151$493K0.09%-6413F-HRTimeline
Lantz Financial LLC4,132$491K0.11%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,125$490K0.04%+36413F-HRTimeline
Ballentine Capital Advisors, Inc4,106$488K0.22%-21613F-HRTimeline
First PREMIER Bank4,093$486K0.11%-513F-HRTimeline
Tribridge Partners Financial LLC4,065$486K0.22%-5313F-HRTimeline
GM Advisory Group, LLC4,051$481K0.02%+7713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,050$481K0.02%+113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,040$480K0.34%+513F-HRTimeline
Gouws Capital LLC4,025$478K0.26%013F-HRTimeline
Keystone Wealth Services, LLC4,020$478K0.1%+6813F-HRTimeline
SeaCrest Wealth Management, LLC3,997$477K0.05%-7,62313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,009$476K0.08%-2,90813F-HRTimeline
Plum Street Advisors, LLC4,008$476K0.18%+1113F-HRTimeline
CVFG LLC4,005$476K0.34%+26013F-HRTimeline
LAM GROUP, INC.4,000$475K0.29%013F-HRTimeline
Founders Financial Alliance, LLC3,999$475K0.09%-14913F-HRTimeline
Shepherd Financial Partners LLC3,997$475K0.05%-1,95413F-HRTimeline
Balefire, LLC3,968$472K0.09%-30013F-HRTimeline
Rollins Financial Advisors, LLC3,962$471K0.07%+1,04813F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,954$470K0.02%-6913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,938$468K0.16%-3613F-HRTimeline
Aufman Associates Inc3,931$467K0.26%+813F-HRTimeline
Ironwood Investment Counsel, LLC3,929$467K0.07%+713F-HRTimeline
LifeSteps Financial, Inc.3,870$460K0.3%013F-HRTimeline
BlueStem Wealth Partners, LLC3,859$459K0.05%-18713F-HRTimeline
Cascade Financial Partners, LLC3,852$458K0.05%+113F-HRTimeline
DUNCKER STREETT & CO INC3,843$457K0.08%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding3,841$456K+1,403Timeline
Cherry Tree Wealth Management, LLC3,833$455K0.1%013F-HRTimeline
DKM Wealth Management, Inc.3,830$455K0.37%-4013F-HRTimeline
Altus Wealth Group LLC3,802$452K0.19%-30713F-HRTimeline
Sound Income Strategies, LLC3,830$452K0.02%-39313F-HRTimeline
ALERUS FINANCIAL NA3,797$451K0.02%-1613F-HRTimeline
F&V Capital Management, LLC3,770$448K0.1%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,770$448K0.16%-1,30313F-HRTimeline
KWMG, LLC3,763$447K0.04%-11413F-HRTimeline
NCM Capital Management, LLC3,753$446K0.17%+16613F-HRTimeline
AlphaCore Capital LLC3,743$445K0.01%-2413F-HRTimeline
WILLNER & HELLER, LLC3,730$443K0.34%-8813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,724$443K<0.01%013F-HRTimeline
Milestone Asset Management Group, LLC3,712$441K0.28%+1213F-HRTimeline
Garner Asset Management Corp3,710$441K0.18%-1113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,699$439K0.07%+313F-HRTimeline
Legacy Capital Wealth Partners, LLC11,637$439K0.1%-10113F-HRTimeline
Heron Bay Capital Management3,689$438K0.08%+1,58113F-HRTimeline
Teamwork Financial Advisors, LLC3,684$438K0.05%-2,26213F-HRTimeline
SENTINEL TRUST CO LBA3,672$436K0.04%013F-HRTimeline
Hixon Zuercher, LLC3,656$434K0.13%new13F-HRTimeline
Orgel Wealth Management, LLC3,655$434K0.01%-52813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,646$433K0.08%new13F-HRTimeline
Wells Financial Advisors INC3,642$433K0.58%-32813F-HRTimeline
DAGCO, INC.3,639$432K0.11%-34113F-HRTimeline
Truvestments Capital LLC3,627$431K0.08%-12613F-HRTimeline
OARSMAN CAPITAL, INC.3,609$429K0.06%+37213F-HRTimeline
Sentry LLC3,604$428K0.11%013F-HRTimeline
Carbahal Olsen Financial Services Group…3,581$426K0.34%-1313F-HRTimeline
CFM WEALTH PARTNERS LLC3,577$425K0.06%013F-HRTimeline
Sterling Capital Management LLC3,565$424K0.01%-2,42513F-HRTimeline
Weaver Capital Management LLC3,555$422K0.09%-11913F-HRTimeline
High Probability Advisors, LLC3,554$422K0.06%-7213F-HRTimeline
True Link Financial Advisors, LLC3,549$422K0.03%+1,07713F-HRTimeline
Bedel Financial Consulting, Inc.3,545$421K0.05%-1713F-HRTimeline
ARS Wealth Advisors Group, LLC3,541$421K0.04%-16913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC3,536$420K0.29%013F-HRTimeline
MAIRS & POWER INC3,517$418K<0.01%+46413F-HRTimeline
TCP Asset Management, LLC3,509$417K0.07%-1213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,508$417K0.1%-10613F-HRTimeline
Wiser Advisor Group LLC3,508$417K0.52%+1313F-HRTimeline
Team Hewins, LLC3,507$417K0.14%new13F-HRTimeline
CRUX WEALTH ADVISORS3,506$417K0.17%-14213F-HRTimeline
Johnson Bixby & Associates, LLC3,500$416K0.05%-81013F-HRTimeline
ARS Investment Partners, LLC3,500$416K0.03%013F-HRTimeline
M1 Capital Management LLC3,493$415K0.18%-11913F-HRTimeline
Bensler, LLC3,483$414K0.04%+8213F-HRTimeline
Capstone Financial Advisors, Inc.3,478$413K0.02%-95913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,476$413K0.19%-513F-HRTimeline
Traveka Wealth, LLC3,473$413K0.18%-84513F-HRTimeline
Rossby Financial, LCC3,461$412K0.14%-22213F-HRTimeline
Investment Partners Asset Management, I…3,470$412K0.27%-613F-HRTimeline
Invst, LLC3,464$412K0.05%+6213F-HRTimeline
CGN Advisors LLC3,463$411K0.03%-1013F-HRTimeline
Clarendon Private LLC3,455$411K0.37%+1313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,454$410K0.16%+18013F-HRTimeline
Buttonwood Financial Advisors Inc.3,450$410K0.14%-3713F-HRTimeline
PSI Advisors, LLC3,446$409K0.11%-25013F-HRTimeline
Stonebridge Capital Advisors LLC3,443$409K0.03%+10113F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,427$407K0.24%+113F-HRTimeline
Creekmur Asset Management LLC3,425$407K0.07%-2413F-HRTimeline
Traub Capital Management LLC3,423$407K0.4%013F-HRTimeline
Independent Wealth Network Inc.3,408$405K0.13%+3813F-HRTimeline
Bath Savings Trust Co3,407$405K0.04%+21413F-HRTimeline
Legacy Edge Advisors, LLC3,399$404K0.05%+45813F-HRTimeline
WealthPLAN Partners, LLC3,393$403K0.06%-49113F-HRTimeline
Poehling Capital Management, INC.3,393$403K0.08%013F-HRTimeline
Ballast, Inc.3,376$401K0.1%-60113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,361$399K0.03%-5913F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO3,360$399K0.07%-16013F-HRTimeline
Kingsman Wealth Management, Inc.3,359$399K0.22%-58013F-HRTimeline
LexAurum Advisors, LLC3,353$398K0.06%-12013F-HRTimeline
Private Wealth Management Group, LLC3,353$398K0.11%-1013F-HRTimeline
GatePass Capital, LLC3,352$398K0.23%new13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS3,350$398K0.02%013F-HRTimeline
Guardian Asset Advisors, LLC3,339$397K0.21%-17,75713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,334$396K0.12%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,327$395K0.01%-3713F-HRTimeline
TFB Advisors LLC3,340$395K0.12%-36113F-HRTimeline
Sage Capital Management, LLC3,326$395K0.18%+713F-HRTimeline
Sierra Capital LLC3,327$395K0.04%-1,32513F-HRTimeline
Fund Evaluation Group, LLC3,324$395K0.01%+31413F-HRTimeline
Fortitude Advisory Group L.L.C.3,318$394K0.21%-22313F-HRTimeline
Hanson & Doremus Investment Management3,313$394K0.05%013F-HRTimeline
Concentrum Wealth Management3,314$394K0.11%+98413F-HRTimeline
Prasad Wealth Partners, LLC3,310$393K0.11%+12713F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,305$393K0.01%013F-HRTimelineGroup
TRUST POINT INC.3,301$392K0.03%+10713F-HRTimeline
FOSTER & MOTLEY INC3,291$391K0.02%+313F-HRTimeline
RMR Capital Management, LLC3,273$389K0.27%013F-HRTimeline
SIMA Wealth Partners, LLC3,272$389K0.3%-1313F-HRTimeline
Frank, Rimerman Advisors LLC3,264$388K0.02%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,248$386K0.07%-113F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,244$385K0.02%013F-HRTimeline
Alpha Cubed Investments, LLC3,236$384K0.01%-41513F-HRTimeline
Trademark Financial Management, LLC3,230$384K0.22%+913F-HRTimeline
Portland Financial Advisors Inc3,228$384K0.82%013F-HRTimeline
Koss-Olinger Consulting, LLC3,485$381K0.03%-713F-HRTimeline
High Falls Advisors, Inc3,195$380K0.08%+213F-HRTimeline
Heritage Trust Co3,168$376K0.04%013F-HRTimeline
D.B. Root & Company, LLC3,166$376K0.1%+87613F-HRTimeline
Arbor Wealth Advisors LLC3,164$376K0.28%013F-HRTimeline
Northside Capital Management, LLC3,158$375K0.03%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,158$375K0.13%013F-HRTimeline
Red Door Wealth Management, LLC3,158$375K0.04%+1,12813F-HRTimeline
Bank of New Hampshire3,156$375K0.09%-23213F-HRTimeline
New England Private Wealth Advisors LLC3,154$375K0.05%+313F-HRTimeline
Wingate Wealth Advisors, Inc.3,143$374K0.26%+4213F-HRTimeline
Kaydan Wealth Management, Inc.3,143$373K0.11%-17413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,142$373K<0.01%+113F-HRTimelineGroup
Harbor Asset Planning, Inc.3,138$373K0.33%+1113F-HRTimeline
Washington Trust Bank3,138$373K0.03%-46013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Midwest Capital Advisors, LLC3,131$372K0.18%+7113F-HRTimeline
waypoint wealth counsel3,129$372K0.15%-77813F-HRTimeline
Financial Freedom, LLC3,127$372K0.19%-1,49513F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,124$371K0.11%+1,00113F-HRTimeline
Activest Wealth Management3,119$371K0.08%-90713F-HRTimeline
Fermata Advisors, LLC3,110$370K0.09%-9113F-HRTimeline
Nicholas Hoffman & Company, LLC.3,103$369K0.01%+92513F-HRTimeline
William Howard & Co Financial Advisors …3,102$369K0.31%-16913F-HRTimeline
Foundry Financial Group, Inc.3,094$368K0.19%-5113F-HRTimeline
Horizon Investment Services, LLC3,093$368K0.14%013F-HRTimeline
Segment Wealth Management, LLC3,089$367K0.02%-16513F-HRTimeline
Aspire Growth Partners LLC3,080$366K0.27%+1213F-HRTimeline
Towerpoint Wealth, LLC3,078$366K0.15%+15113F-HRTimeline
DRW Securities, LLC3,076$366K0.02%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,076$366K0.22%+1,01613F-HRTimeline
EVERETT HARRIS & CO /CA/3,067$364K<0.01%+6713F-HRTimeline
Vernal Point Advisors, LLC3,066$364K0.16%new13F-HRTimeline
Clarity Wealth Advisors, LLC3,062$364K0.08%-2813F-HRTimeline
Realta Investment Advisors3,058$363K0.12%+1,80713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,041$361K0.06%+18413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,040$361K0.02%-22113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,034$361K0.02%+73713F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT3,036$361K0.12%-35713F-HRTimeline
O'ROURKE & COMPANY, Inc3,034$361K0.15%+16613F-HRTimeline
Octavia Wealth Advisors, LLC3,029$360K0.04%-10713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,012$358K0.03%013F-HRTimelineGroup
Clarity Capital Advisors, LLC2,998$356K0.19%+1113F-HRTimeline
Collaborative Wealth Managment Inc.2,997$356K0.14%-71613F-HRTimeline
Peloton Wealth Strategists2,984$355K0.14%+8513F-HRTimeline
Sovran Advisors, LLC3,013$354K0.03%-53713F-HRTimeline
BFSG, LLC2,979$354K0.03%013F-HRTimeline
NORDEN GROUP LLC2,978$354K0.04%+5413F-HRTimeline
Strategic Equity Management2,971$353K0.13%-29013F-HRTimeline
Level Wealth Management LLC2,956$351K0.18%-71613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,948$350K0.11%-1,19013F-HRTimeline
Welch Group, LLC2,936$349K0.01%+1,09613F-HRTimeline
Strata Wealth Advisors, LLC2,936$349K0.09%new13F-HRTimeline
Darwin Wealth Management, LLC2,934$349K0.11%+1,73213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,933$349K0.02%-5013F-HRTimeline
Patton Albertson Miller Group, LLC2,927$348K0.04%-2513F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,915$346K0.02%+10713F-HRTimeline
Synergy Investment Management, LLC2,911$346K0.13%013F-HRTimeline
Facet Wealth, Inc.2,911$346K0.01%+13713F-HRTimeline
Redmond Asset Management, LLC2,908$346K0.08%-2613F-HRTimeline
Checchi Capital Advisers, LLC2,906$345K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.2,904$345K0.21%013F-HRTimeline
LMG Wealth Partners, LLC2,901$345K0.06%+14013F-HRTimeline
Vermillion Wealth Management, Inc.2,897$344K0.09%-26313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,895$344K0.12%+11213F-HRTimeline
Lifelong Wealth Advisors, Inc.2,894$344K0.1%+113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,892$344K0.01%-31813F-HRTimeline
Strategic Wealth Investment Group, LLC2,856$339K0.03%+2,85613F-HRTimeline
Signal Advisors Wealth, LLC2,854$339K0.03%+71513F-HRTimeline
Hirtle & Co., LLC2,850$339K0.01%-66613F-HRTimeline
EPIQ PARTNERS, LLC2,850$339K0.16%+5013F-HRTimeline