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Disclosery

IJR ISHARES TR

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SHS (fund)

2,714 managers (2,742 13F filers) reported a position in IJR shares at 2025-12-31, 543,076,021 shares in all. 135 filers opened a position and 96 filers sold out during the quarter.

Managers
2,714
13F filers
2,742
New
135
Added
1,064
Reduced
1,028
Sold out
96
Shares held by filers
543,076,021

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,666$596K0.01%013F-HRTimeline
Davidson Kahn Capital Management, LLC4,953$595K0.31%-4013F-HRTimeline
Private Capital Management, LLC4,946$594K0.06%-10013F-HRTimeline
Live Oak Private Wealth LLC4,933$593K0.08%+2213F-HRTimeline
Nemes Rush Group LLC4,915$591K0.06%+4,19713F-HRTimeline
Balefire, LLC4,914$591K0.12%+94613F-HRTimeline
Financial Perspectives, Inc4,912$590K0.16%+16813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,902$589K0.02%+9513F-HRTimeline
Maia Wealth LLC4,553$589K0.1%+2513F-HRTimeline
Flywheel Private Wealth LLC4,896$588K0.37%013F-HRTimeline
GWN SECURITIES INC.4,889$588K0.12%+1813F-HRTimeline
EJMK Ventures LLC4,851$583K0.36%13F-HRTimeline
FMB WEALTH MANAGEMENT4,846$582K0.23%013F-HRTimeline
BAYBAN4,832$581K0.51%13F-HRTimeline
Stokes Family Office, LLC4,824$580K0.05%+46713F-HRTimeline
Modus Advisors, LLC4,818$579K0.15%-55813F-HRTimeline
POSTROCK PARTNERS LLC4,800$577K0.25%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,796$576K0.03%-38713F-HRTimeline
BCS Wealth Management4,770$573K0.06%+2,36313F-HRTimeline
SFG Wealth Management, LLC.4,754$571K0.22%+36113F-HRTimeline
PATTEN & PATTEN INC/TN4,753$571K0.03%-613F-HRTimeline
Upper Left Wealth Management, LLC4,735$569K0.35%-10913F-HRTimeline
Argent Advisors, Inc.4,724$568K0.16%013F-HRTimeline
Lakeridge Wealth Management LLC4,714$567K0.26%+3113F-HRTimeline
CAPITAL CITY TRUST CO/FL4,714$567K0.13%013F-HRTimeline
Grant Private Wealth Management Inc4,698$565K0.34%013F-HRTimeline
Bonfire Financial4,697$564K0.42%+18113F-HRTimeline
JGP Wealth Management, LLC4,690$564K0.06%+11813F-HRTimeline
North Star Investment Management Corp.4,688$563K0.04%-6113F-HRTimeline
CBIZ Investment Advisory Services, LLC4,680$562K0.02%+12013F-HRTimeline
Claris Financial LLC4,675$562K0.3%+2,04813F-HRTimeline
Finley Financial, LLC4,660$560K0.26%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,651$559K<0.01%+7813F-HRTimelineGroup
GDS Wealth Management4,648$559K0.03%+22613F-HRTimeline
Running Point Capital Advisors, LLC4,640$558K0.15%013F-HRTimeline
Orange Investment Advisors, Inc.4,636$557K0.06%+37513F-HRTimeline
WealthBridge Capital Management, LLC4,622$556K0.13%-7513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC4,618$555K0.17%+68013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,602$553K0.12%-6513F-HRTimeline
Lazard Freres Gestion S.A.S.4,602$553K0.01%013F-HRTimeline
Quartz Partners, LLC4,598$553K0.21%+2,67313F-HRTimeline
Financial Insights, Inc.4,594$552K0.19%+2,68213F-HRTimeline
Trust Co4,580$550K0.05%+4,32213F-HRTimeline
Williams Jones Wealth Management, LLC.4,576$550K0.01%-7513F-HRTimeline
Financial Council, LLC4,569$549K0.22%013F-HRTimeline
71 West Capital Partners4,568$549K0.03%13F-HRTimeline
DDD Partners, LLC4,563$548K0.03%+5513F-HRTimeline
Beacon Bank & Trust4,555$547K0.11%-12513F-HRTimeline
Shared Vision Wealth Group LLC4,242$544K0.22%-16013F-HRTimeline
Tassel Capital Management, Inc.4,516$543K0.33%+3313F-HRTimeline
Pinnacle Financial Group, LLC / IL4,512$542K0.16%-17213F-HRTimeline
BSW Wealth Partners4,510$542K0.07%-6013F-HRTimeline
DOLIVER ADVISORS, LP4,497$540K0.14%013F-HRTimeline
SFAM, LLC4,496$540K0.49%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,488$539K0.1%-38113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,483$539K0.06%-9,16613F-HRTimelineGroup
Winthrop Advisory Group LLC4,477$538K0.05%-20413F-HR/ATimeline
Clark Asset Management, LLC4,461$536K0.06%-98713F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT4,459$536K0.1%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,458$536K<0.01%-57013F-HRTimelineGroup
Strategies Wealth Advisors, LLC4,458$536K0.05%-35413F-HRTimeline
S.A. Mason LLC4,453$535K0.21%013F-HRTimeline
Howard Capital Management Group, LLC4,449$535K0.03%013F-HRTimeline
Asset Allocation & Management Company, …4,441$534K0.21%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,438$533K0.1%+113F-HRTimeline
Vantus Wealth LLC4,430$532K0.39%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,417$531K0.08%+613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,414$530K0.05%+613F-HRTimeline
Vines Capital Management, LLC4,408$530K0.52%13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,402$529K0.32%-9913F-HRTimeline
FC Advisory LLC4,389$527K0.15%+4113F-HRTimeline
Avondale Wealth Management4,380$526K0.27%-60013F-HRTimeline
Nabity-Jensen Investment Management Inc4,380$526K0.36%013F-HRTimeline
Cove Private Wealth, LLC4,365$525K0.16%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,353$523K0.3%013F-HRTimeline
Courage Miller Partners, LLC4,335$521K0.16%-2713F-HRTimeline
Investment Research Partners LLC4,329$520K0.22%+213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,320$519K0.02%013F-HRTimelineGroup
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,315$519K<0.01%-15613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,302$517K<0.01%-38,62713F-HRTimelineGroup
Parkside Investments, LLC4,294$516K0.06%-30013F-HRTimeline
Balboa Wealth Partners4,288$515K0.09%+413F-HRTimeline
Leisure Capital Management4,283$515K0.17%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,269$513K0.02%+3213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,267$513K0.02%+6713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,260$512K0.03%-7013F-HRTimeline
MONEYWISE, INC.4,256$511K0.21%-1,31713F-HRTimeline
BANQUE PICTET & CIE SA4,249$511K0.01%-1,00013F-HRTimeline
EPG Wealth Management LLC4,240$510K0.14%-17513F-HRTimeline
Peloton Wealth Strategists4,239$509K0.2%+1,25513F-HRTimeline
FWG Investments, LLC.4,231$509K0.32%-313F-HRTimeline
Pine Haven Investment Counsel, Inc4,230$508K0.36%013F-HRTimeline
Allie Family Office LLC4,229$508K0.24%013F-HRTimeline
Nilsine Partners, LLC4,204$505K0.04%-2,48013F-HRTimeline
Medallion Wealth Advisors, LLC4,188$504K0.17%-27513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,194$504K0.09%+4313F-HRTimeline
Nautilus Advisors LLC4,190$504K0.33%-20413F-HRTimeline
Charter Oak Capital Management, LLC4,177$502K0.04%-28913F-HRTimeline
Tribridge Partners Financial LLC4,164$500K0.21%+9913F-HRTimeline
Concentrum Wealth Management4,157$500K0.14%+84313F-HRTimeline
Dale Q Rice Investment Management Ltd4,148$499K0.36%-57513F-HRTimeline
Kooman & Associates4,145$498K0.15%-15513F-HRTimeline
HighRoad Wealth Advisors, LLC4,131$496K0.47%13F-HRTimeline
Thomasville National Bank4,128$496K0.03%-5513F-HRTimeline
Stelac Advisory Services LLC4,126$496K0.18%-1,64813F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,125$496K0.04%013F-HRTimeline
Evansbrook LLC4,124$496K0.33%13F-HRTimeline
Keystone Wealth Services, LLC4,123$496K0.1%+10313F-HRTimeline
Ballentine Capital Advisors, Inc4,106$493K0.21%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,092$492K0.22%13F-HRTimeline
BAM Wealth Management, LLC4,087$491K0.36%-1,02413F-HRTimeline
APPLETON PARTNERS INC/MA4,088$491K0.03%-8113F-HRTimeline
Downshift Financial, LLC3,801$487K0.3%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,051$487K0.02%+113F-HRTimeline
Davies Financial Advisors, Inc.4,043$486K0.9%-6,51613F-HRTimeline
Clear Point Advisors Inc.4,039$485K0.38%-35113F-HRTimeline
Gouws Capital LLC4,025$484K0.26%013F-HRTimeline
Plum Street Advisors, LLC4,008$482K0.17%013F-HRTimeline
LAM GROUP, INC.4,000$481K0.28%013F-HRTimeline
CVFG LLC3,994$480K0.33%-1113F-HRTimeline
Veracity Capital LLC3,987$479K0.14%-19,88813F-HRTimeline
Polaris Investment Advisors, LLC3,966$477K0.34%13F-HRTimeline
First PREMIER Bank3,968$476K0.11%-12513F-HRTimeline
Decker Wealth Management LLC3,956$475K0.1%13F-HRTimeline
Ironwood Investment Counsel, LLC3,944$474K0.07%+1513F-HRTimeline
Meramec Financial Planners, LLC3,592$474K0.18%13F-HRTimeline
Aufman Associates Inc3,941$474K0.24%+1013F-HRTimeline
Founders Financial Alliance, LLC3,937$473K0.09%-6213F-HRTimeline
SeaCrest Wealth Management, LLC3,817$472K0.05%-18013F-HRTimeline
RFP Financial Group LLC3,906$469K0.22%-33,35113F-HRTimeline
Lantz Financial LLC3,891$468K0.1%-24113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC3,879$466K0.32%-16113F-HRTimeline
Clarity Wealth Advisors, LLC3,866$465K0.09%+80413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,859$464K<0.01%+71713F-HRTimelineGroup
DUNCKER STREETT & CO INC3,843$462K0.08%013F-HRTimeline
Cascade Financial Partners, LLC3,834$461K0.05%-1813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,826$460K0.11%+31813F-HRTimeline
LifeSteps Financial, Inc.3,821$459K0.29%-4913F-HRTimeline
Legacy Capital Wealth Partners, LLC11,890$459K0.1%+25313F-HRTimeline
Acumen Wealth Advisors, LLC3,814$458K0.13%13F-HRTimeline
ALERUS FINANCIAL NA3,806$457K0.02%+913F-HRTimeline
BlueStem Wealth Partners, LLC3,798$456K0.05%-6113F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,792$456K0.15%+2213F-HRTimeline
Fortune Financial Group, Inc.3,554$454K0.45%13F-HRTimeline
Sovran Advisors, LLC3,515$454K0.04%+50213F-HRTimeline
Milestone Asset Management Group, LLC3,773$453K0.26%+6113F-HRTimeline
Rossby Financial, LCC3,770$453K0.14%+30913F-HRTimeline
F&V Capital Management, LLC3,770$453K0.1%013F-HR/ATimeline
KWMG, LLC3,763$452K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC3,754$451K0.1%-7913F-HRTimeline
Altus Wealth Group LLC3,751$451K0.18%-5113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,750$451K<0.01%new13F-HRTimelineGroup
Carbahal Olsen Financial Services Group…3,741$450K0.35%+16013F-HRTimeline
DKM Wealth Management, Inc.3,730$448K0.33%-10013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC3,728$448K0.09%-61213F-HRTimeline
NCM Capital Management, LLC3,728$448K0.17%-2513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,724$448K<0.01%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,718$447K0.2%+24213F-HRTimeline
PAX Financial Group, LLC3,716$447K0.08%-2,13113F-HRTimeline
OARSMAN CAPITAL, INC.3,709$446K0.06%+10013F-HRTimeline
Garner Asset Management Corp3,701$445K0.17%-913F-HRTimeline
True Link Financial Advisors, LLC3,701$445K0.03%+15213F-HRTimeline
Heron Bay Capital Management3,689$443K0.08%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA3,687$443K0.28%new13F-HRTimeline
Ashford Advisors, LLC3,685$443K0.1%-1,97713F-HRTimeline
AMERIFLEX GROUP, INC.3,682$442K0.23%+1,71613F-HRTimeline
Wiser Advisor Group LLC3,671$441K0.5%+16313F-HRTimeline
SENTINEL TRUST CO LBA3,672$441K0.04%013F-HRTimeline
Hixon Zuercher, LLC3,656$439K0.13%013F-HRTimeline
Sentry LLC3,604$433K0.12%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,594$432K0.01%-9,87313F-HRTimelineGroup
Greystone Financial Group, LLC3,592$432K0.07%-3,28913F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,591$432K0.14%-81313F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,578$430K0.01%-37613F-HRTimeline
CFM WEALTH PARTNERS LLC3,577$430K0.06%013F-HRTimeline
AA Financial Advisors, LLC3,566$429K0.08%+79813F-HRTimeline
BigSur Wealth Management LLC3,565$428K0.1%+2,06513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,552$427K0.01%+22513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC3,547$426K0.2%13F-HRTimeline
Bedel Financial Consulting, Inc.3,545$426K0.05%013F-HRTimeline
Traub Capital Management LLC3,543$426K0.41%+12013F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC3,536$425K0.29%013F-HRTimeline
CRUX WEALTH ADVISORS3,522$423K0.16%+1613F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC3,511$422K0.1%new13F-HRTimeline
Team Hewins, LLC3,507$421K0.14%013F-HRTimeline
Shepherd Financial Partners LLC3,502$421K0.04%-49513F-HRTimeline
ARS Investment Partners, LLC3,500$421K0.02%013F-HRTimeline
Rayburn West Financial Services LLC3,500$421K0.26%13F-HRTimeline
Wellington Grp LLC3,499$421K0.14%13F-HR/ATimeline
Asempa Wealth Advisors3,497$420K0.36%13F-HRTimeline
Capstone Financial Advisors, Inc.3,489$419K0.02%+1113F-HRTimeline
WILLNER & HELLER, LLC3,479$418K0.3%-25113F-HRTimeline
Sterling Capital Management LLC3,475$418K0.01%-9013F-HRTimeline
TFB Advisors LLC3,473$417K0.12%+13313F-HRTimeline
Adelphi Trust Co3,454$415K0.34%13F-HRTimeline
Orgel Wealth Management, LLC3,452$415K0.01%-20313F-HRTimeline
Pathfinder Wealth Consulting, Inc.3,440$413K0.26%13F-HRTimeline
Kesler, Norman & Wride, LLC3,440$413K0.07%new13F-HRTimeline
Ankerstar Wealth, LLC3,439$413K0.41%13F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC3,433$413K0.12%new13F-HRTimeline