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Disclosery

IJR ISHARES TR

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SHS (fund)

2,822 managers (2,852 13F filers) reported a position in IJR shares at 2026-06-30, 563,246,534 shares in all. 182 filers opened a position and 88 filers sold out during the quarter.

Managers
2,822
13F filers
2,852
New
182
Added
1,134
Reduced
1,147
Sold out
88
Shares held by filers
563,246,534

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sterling Capital Management LLC3,443$511K0.01%-3613F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,427$508K0.24%013F-HRTimeline
Thomasville National Bank3,415$506K0.03%13F-HRTimeline
WINNACLE WEALTH LLC3,413$506K0.34%+1,43413F-HRTimeline
Bensler, LLC3,404$505K0.04%+6413F-HRTimeline
EVERETT HARRIS & CO /CA/3,400$504K0.01%+40013F-HRTimeline
Truvestments Capital LLC3,551$503K0.07%+30913F-HRTimeline
Kinetic Wealth Investment Advisors LLC3,388$503K0.24%13F-HRTimeline
PW Nova Financial Services LLC3,381$501K0.11%-3013F-HRTimeline
SeaCrest Wealth Management, LLC3,381$501K0.06%-45613F-HRTimeline
Independent Wealth Network Inc.3,380$501K0.13%+4713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,376$501K0.01%+28313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ballast, Inc.3,374$500K0.09%-213F-HRTimeline
TCP Asset Management, LLC3,367$499K0.06%+5413F-HRTimeline
Private Wealth Management Group, LLC3,363$499K0.12%013F-HRTimeline
Synergy Investment Management, LLC3,365$498K0.12%+16813F-HRTimeline
DKM Wealth Management, Inc.3,352$497K0.32%-6313F-HRTimeline
Midwest Financial Partners Investments,…3,337$495K0.21%+3513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,335$495K0.17%-1,95813F-HRTimeline
Edgestream Partners, L.P.3,329$494K0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,323$493K0.01%-4,17613F-HRTimeline
Fortune Financial Group, Inc.3,316$492K0.39%-23913F-HRTimeline
Fund Evaluation Group, LLC3,306$490K0.01%-2213F-HRTimeline
Capstone Financial Advisors, Inc.3,302$490K0.02%-2613F-HRTimeline
Radnor Capital Management, LLC3,295$489K0.07%-1013F-HRTimeline
Bienville Capital Management, LLC3,292$488K0.07%new13F-HRTimeline
NORDEN GROUP LLC3,287$487K0.04%+14013F-HRTimeline
Bath Savings Trust Co3,283$487K0.05%013F-HRTimeline
4WEALTH ADVISORS, INC.3,297$486K0.37%+12613F-HRTimeline
Washington Trust Bank3,265$484K0.03%+12713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equita Financial Network, Inc.3,264$484K0.13%+1413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC3,260$484K0.19%-37813F-HRTimeline
DAGCO, INC.3,241$481K0.09%013F-HRTimeline
CBIZ Investment Advisory Services, LLC3,861$480K0.02%013F-HRTimeline
Trust Co3,234$480K0.04%-1,34613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,229$479K<0.01%-8713F-HRTimelineGroup
MITCHELL CAPITAL MANAGEMENT CO3,225$478K0.07%-5113F-HRTimeline
Maia Wealth LLC3,224$478K0.07%-1,11213F-HRTimeline
Independent Wealth Advisors LLC3,222$478K0.43%+1,38413F-HRTimeline
LexAurum Advisors, LLC3,201$475K0.05%-16213F-HRTimeline
Stonebridge Financial Group, LLC/CA3,200$474K0.07%13F-HRTimeline
Kaydan Wealth Management, Inc.3,195$474K0.14%+1613F-HRTimeline
RFP Financial Group LLC3,174$471K0.21%-70413F-HRTimeline
Tassel Capital Management, Inc.3,173$471K0.22%-1,35413F-HRTimeline
Arbor Wealth Advisors LLC3,164$469K0.29%013F-HRTimeline
Teamwork Financial Advisors, LLC3,164$469K0.04%-13313F-HRTimeline
AMERIFLEX GROUP, INC.3,153$468K0.19%+8213F-HRTimeline
Financial Freedom, LLC3,147$467K0.21%+613F-HRTimeline
Fortis Capital Management LLC3,143$466K0.05%+913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,142$466K0.11%-1313F-HRTimeline
Rothschild Capital Partners, LLC3,140$466K0.1%+90513F-HRTimeline
TOP Private Wealth LLC.3,140$466K0.45%13F-HRTimeline
Guardian Asset Advisors, LLC3,141$466K0.21%-15,70713F-HRTimeline
Legacy Edge Advisors, LLC3,133$465K0.04%013F-HR/ATimeline
Stirlingshire Investments, Inc.3,131$464K0.34%-34913F-HRTimeline
Tenzing Financial LLC3,147$462K0.32%+8013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,112$462K0.12%+12113F-HRTimeline
MONEYWISE, INC.3,112$462K0.17%+7713F-HRTimeline
William Howard & Co Financial Advisors …3,103$460K0.36%+113F-HRTimeline
Dynamic Technology Lab Private Ltd3,100$460K0.1%new13F-HRTimeline
Horizon Investment Services, LLC3,094$459K0.13%+113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,093$459K0.02%013F-HRTimeline
New England Private Wealth Advisors LLC3,161$458K0.04%+213F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,087$458K0.07%-2013F-HRTimeline
Professional Financial Advisors, LLC3,082$457K0.08%-2,63913F-HRTimeline
LAWOOD & CO3,072$456K0.31%-3713F-HRTimeline
Copia Wealth Management3,071$455K0.27%+4013F-HRTimeline
Redmond Asset Management, LLC3,064$454K0.11%+10913F-HRTimeline
Heritage Trust Co3,054$453K0.04%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,041$451K<0.01%-31813F-HRTimelineGroup
Sage Capital Management, LLC3,035$450K0.18%+713F-HRTimeline
Towerpoint Wealth, LLC3,032$450K0.16%-48313F-HRTimeline
Darwin Wealth Management, LLC3,027$449K0.12%+813F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,021$448K0.13%013F-HRTimeline
Meramec Financial Planners, LLC3,076$448K0.16%-6713F-HRTimeline
SIMA Wealth Partners, LLC3,016$447K0.32%-18513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC3,080$447K0.1%-1,29313F-HRTimeline
M1 Capital Management LLC3,008$446K0.16%+113F-HRTimeline
Investment Partners Asset Management, I…3,005$446K0.25%-3613F-HRTimeline
Downshift Financial, LLC3,003$445K0.2%-513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,000$445K0.03%-7,00013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,998$445K0.13%+17013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,992$444K0.06%-13313F-HRTimeline
RAINIER FAMILY WEALTH INC2,992$444K0.25%-3113F-HRTimeline
Sentry LLC2,980$442K0.12%013F-HRTimeline
Henderson Brothers Financial Partners, …2,974$441K0.21%-2,96013F-HRTimeline
Andrews Advisory Associates, LLC2,973$441K0.21%013F-HRTimeline
Aegis Wealth Management LLC2,970$440K0.21%new13F-HRTimeline
Pacific Sage Partners, LLC2,957$439K0.06%-2713F-HRTimeline
WealthPlan Investment Management, LLC2,948$437K0.02%-74113F-HRTimeline
Collaborative Wealth Managment Inc.2,930$435K0.18%+3213F-HRTimeline
Aureus Asset Management, LLC2,927$434K0.03%+25313F-HRTimeline
Newport Capital Group, LLC2,924$434K0.24%+14613F-HRTimeline
Level Wealth Management LLC2,916$432K0.17%+413F-HRTimeline
Seelaus Asset Management LLC2,913$432K0.3%-11813F-HRTimeline
CGN Advisors LLC2,911$432K0.03%-513F-HRTimeline
Kingsman Wealth Management, Inc.2,906$431K0.2%+913F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,905$431K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.2,904$431K0.21%013F-HRTimeline
Hickory Point Bank & Trust2,901$430K0.26%013F-HRTimeline
OARSMAN CAPITAL, INC.2,899$430K0.05%+613F-HRTimeline
Midwest Capital Advisors, LLC2,898$430K0.17%-1813F-HRTimeline
Innova Wealth Partners2,892$429K0.18%+1613F-HRTimeline
Graetz Wealth LLC2,890$429K0.34%-6313F-HRTimeline
Partners in Financial Planning2,890$429K0.06%-32713F-HRTimeline
Hirtle & Co., LLC2,890$429K0.01%013F-HRTimeline
Traveka Wealth, LLC2,880$427K0.14%-5213F-HRTimeline
Buttonwood Financial Advisors Inc.2,873$426K0.13%-7013F-HRTimeline
Rockbridge Investment Management, LCC2,873$426K0.03%+39813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC2,871$426K0.12%new13F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,871$426K0.08%+2613F-HRTimeline
FWG Investments, LLC.2,860$424K0.22%-1,13213F-HRTimeline
EPIQ PARTNERS, LLC2,852$423K0.18%+213F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,847$422K0.17%013F-HRTimeline
Poehling Capital Management, INC.2,843$422K0.09%-55013F-HRTimeline
Wallace Advisory Group, LLC2,843$422K0.4%013F-HRTimeline
Corundum Group, Inc.2,840$421K0.12%-4,49413F-HRTimeline
Core Wealth Partners LLC2,840$421K0.18%013F-HRTimeline
Financial Advisors Network, Inc.2,838$421K0.05%+8113F-HRTimeline
Checchi Capital Advisers, LLC2,829$420K0.03%-18713F-HRTimeline
Johnson Bixby & Associates, LLC2,820$418K0.05%-8413F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,817$417K0.14%-2,06713F-HRTimeline
Trademark Financial Management, LLC2,812$417K0.17%-15213F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,806$416K0.03%-3413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,797$415K0.23%-33513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,795$415K0.05%+55613F-HRTimeline
Frisco Financial Planning LLC2,792$414K0.31%-5213F-HRTimeline
PAX Financial Group, LLC2,782$413K0.06%-21113F-HRTimeline
Collier Financial2,776$412K0.28%+12513F-HRTimeline
WOODSTOCK CORP2,773$411K0.03%-67513F-HRTimeline
Thayer Partners, LLC / MA2,773$411K0.17%-14113F-HRTimeline
Clarity Capital Advisors, LLC2,768$410K0.17%+813F-HRTimeline
Van Hulzen Asset Management, LLC2,766$410K0.03%-4713F-HRTimeline
Oxinas Partners, LLC2,763$410K0.16%013F-HRTimeline
Vantage Point Financial LLC2,762$410K0.13%+213F-HRTimeline
Harbor Asset Planning, Inc.2,760$409K0.31%-39913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,757$409K0.05%-5613F-HRTimeline
Integrity Wealth Solutions LLC2,756$409K0.15%+2813F-HRTimeline
Family Manage LLC2,753$408K0.04%013F-HRTimeline
CEERA INVESTMENTS, LLC2,752$408K0.17%+1313F-HRTimeline
SAGE RHINO CAPITAL LLC2,744$407K0.07%+2413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,734$405K0.05%+73913F-HRTimeline
RMR Capital Management, LLC2,729$405K0.28%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,726$404K0.04%+31113F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,721$404K0.24%+7013F-HRTimeline
Opal Wealth Advisors, LLC2,718$403K0.09%+7013F-HRTimeline
Elevated Capital Advisors, LLC2,714$402K0.11%+613F-HRTimeline
one8zero8, LLC2,713$402K0.08%+1113F-HRTimeline
Rockingstone Advisors LLC2,705$401K0.16%013F-HRTimeline
Wilkerson Advisory Group LLC2,696$400K0.12%+9613F-HRTimeline
Pallas Capital Advisors LLC2,688$399K0.01%+60413F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,678$397K0.12%+413F-HRTimeline
Strata Wealth Advisors, LLC2,670$396K0.1%+14513F-HRTimeline
Stiles Financial Services Inc2,668$396K0.1%+4113F-HRTimeline
IAG Wealth Partners, LLC2,657$394K0.04%+4413F-HRTimeline
Impact Partnership Wealth, LLC2,657$394K0.04%+76713F-HRTimeline
Weaver Capital Management LLC3,169$394K0.09%013F-HRTimeline
Burk Holdings LLC2,654$394K0.15%013F-HRTimeline
Krane Financial Solutions LLC2,653$394K0.24%-1213F-HRTimeline
Kendall Capital Management2,644$392K0.07%-1313F-HRTimeline
Walleye Partners, LLC2,640$392K0.45%-713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS2,637$391K0.02%+2113F-HRTimeline
ARS Wealth Advisors Group, LLC2,636$391K0.03%+313F-HRTimeline
Clearwave Capital, LLC2,633$391K0.22%-52013F-HRTimeline
Curtis Advisory Group, LLC2,616$388K0.08%013F-HRTimeline
Good Harbor Advisors, Inc.2,615$388K0.38%013F-HRTimeline
Frank, Rimerman Advisors LLC2,614$388K0.02%-113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,611$387K0.16%+413F-HRTimeline
Bond & Devick Financial Network, Inc.2,606$386K0.1%013F-HRTimeline
Riverbend Wealth Management, LLC2,604$386K0.2%013F-HRTimeline
Elgethun Capital Management2,603$386K0.05%013F-HRTimeline
Garden State Investment Advisory Servic…2,594$385K0.08%-1513F-HRTimeline
Realta Investment Advisors2,593$385K0.12%-36613F-HRTimeline
GERBER, LLC2,593$385K0.18%013F-HRTimeline
SPWM Advisors LLC2,632$384K0.36%+813F-HRTimeline
Avantax Planning Partners, Inc.2,577$382K0.01%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,576$382K0.01%+113F-HRTimelineGroup
Hobbs Group Advisors, LLC2,563$380K0.1%+213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,554$379K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2,552$378K0.09%+55613F-HRTimeline
Segment Wealth Management, LLC2,550$378K0.02%-13013F-HRTimeline
Cardinal Point Capital Management ULC2,547$378K0.02%+57913F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,546$378K0.28%013F-HRTimeline
Glassman Wealth Services2,543$377K0.05%+7613F-HRTimeline
Marshall Financial Group, LLC2,542$377K0.05%-86813F-HRTimeline
Chancellor Financial Group WB LP2,535$376K0.23%-14713F-HRTimeline
Tenon Financial LLC2,533$376K0.12%+48313F-HRTimeline
M3 Advisory Group, LLC2,532$376K0.19%-113F-HRTimeline
Fermata Advisors, LLC2,531$375K0.08%-34013F-HRTimeline
Chatterton & Associates Inc.2,576$375K0.22%+16213F-HRTimeline
Intentional Wealth Strategies, LLC2,523$374K0.35%-31613F-HRTimeline
Brand Asset Management Group, Inc.2,521$374K0.08%+313F-HRTimeline
Creekmur Asset Management LLC2,519$374K18.08%+50713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,514$373K0.1%-2913F-HRTimeline
Signet Investment Advisory Group, Inc.2,507$372K0.16%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,504$371K0.01%013F-HRTimeline
D.B. Root & Company, LLC2,490$369K0.08%+213F-HRTimeline
Whalen Wealth Management Inc.2,475$367K0.17%+76713F-HRTimeline
Silver Grove Financial Group, Inc.2,468$366K0.2%+2,41613F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,466$366K0.27%+15013F-HRTimeline