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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
Murphy, Middleton, Hinkle & Parker, Inc.2,847$338K0.17%013F-HRTimeline
WEBSTER BANK, N. A.2,841$338K0.03%013F-HRTimeline
Core Wealth Partners LLC2,840$337K0.16%+17613F-HRTimeline
WEST BANCORPORATION INC2,839$337K0.19%+50313F-HRTimeline
Southland Equity Partners LLC2,836$337K0.07%-11413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,836$337K0.02%-11713F-HRTimeline
Insight Inv LLC2,828$336K0.2%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,826$336K0.2%-14813F-HRTimeline
FINANCIAL CONSULATE, INC2,826$336K0.05%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC2,822$335K0.15%+20113F-HRTimeline
M3 Advisory Group, LLC2,819$335K0.21%-3013F-HRTimeline
Oxinas Partners, LLC2,813$334K0.18%-16113F-HRTimeline
4WEALTH ADVISORS, INC.2,797$332K0.31%+63513F-HRTimeline
SANDERS MORRIS HARRIS LLC2,796$332K0.04%-3913F-HRTimeline
Copia Wealth Management2,795$332K0.25%+39113F-HRTimeline
E&G Advisors, LLC2,786$331K0.08%+30013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,781$331K0.12%+9213F-HRTimeline
Newport Capital Group, LLC2,775$330K0.21%+113F-HRTimeline
Bluespring Wealth Management, LLC2,775$330K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,773$330K0.02%013F-HRTimeline
AA Financial Advisors, LLC2,768$329K0.06%-2313F-HRTimeline
Vantage Point Financial LLC2,767$329K0.13%013F-HRTimeline
Opal Wealth Advisors, LLC2,762$328K0.09%013F-HRTimeline
MAYPORT, LLC2,762$328K0.07%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,761$328K0.27%13F-HRTimeline
Tandem Financial, LLC2,759$328K0.12%new13F-HRTimeline
Family Manage LLC2,753$327K0.05%-2,70613F-HRTimeline
Silver Grove Financial Group, Inc.2,746$326K0.31%13F-HRTimeline
IMS Capital Management2,745$326K0.15%-2,11513F-HRTimeline
GERBER, LLC2,740$326K0.2%013F-HRTimeline
Allodium Investment Consultants, LLC2,736$325K0.18%-5013F-HRTimeline
Paragon Capital Management LLC2,703$321K0.16%013F-HRTimeline
Stonehearth Capital Management, LLC2,701$321K0.12%013F-HRTimeline
Elevated Capital Advisors, LLC2,696$320K0.08%-11413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,690$320K0.13%013F-HRTimeline
FF Advisors,LLC2,687$319K0.15%+6013F-HRTimeline
Chancellor Financial Group WB LP2,682$319K0.23%-813F-HRTimeline
Radnor Capital Management, LLC2,681$319K0.05%+2413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,670$317K0.11%-23513F-HRTimeline
IAG Wealth Partners, LLC2,664$317K0.04%+5713F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,660$316K0.22%013F-HR/ATimeline
Aspen Wealth Management LLC2,654$315K0.07%+7213F-HRTimeline
Financial Advisors Network, Inc.2,637$313K0.04%-2213F-HRTimeline
Claris Financial LLC2,627$312K0.18%+48613F-HRTimeline
Stiles Financial Services Inc2,627$312K0.1%013F-HRTimeline
Clearstead Trust, LLC2,627$312K0.05%013F-HRTimeline
Signet Investment Advisory Group, Inc.2,625$312K0.15%013F-HRTimeline
Curtis Advisory Group, LLC2,616$311K0.07%-2513F-HRTimeline
Stillwater Capital Advisors, LLC2,615$311K0.03%+12913F-HRTimeline
Bond & Devick Financial Network, Inc.2,606$310K0.09%-12813F-HRTimeline
Riverbend Wealth Management, LLC2,604$309K0.22%-9613F-HRTimeline
Heritage Family Offices, LLP2,603$309K0.14%-33413F-HRTimeline
Garden State Investment Advisory Servic…2,603$309K0.08%-23613F-HRTimeline
Elgethun Capital Management2,603$309K0.06%-99513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,598$309K0.17%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,597$309K0.04%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,596$308K0.25%013F-HRTimeline
one8zero8, LLC2,592$308K0.07%+22813F-HRTimeline
PFG Private Wealth Management, LLC2,589$308K0.14%-31,01813F-HRTimeline
Integrity Wealth Solutions LLC2,589$308K0.14%+40813F-HRTimeline
Brand Asset Management Group, Inc.2,580$307K0.09%+6213F-HRTimeline
Kendall Capital Management2,578$306K0.07%013F-HRTimeline
Kraft, Davis & Associates, LLC2,551$306K0.07%-77913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,563$305K<0.01%+913F-HRTimelineGroup
Pacific Sage Partners, LLC2,551$303K0.05%013F-HRTimeline
Pollock Investment Advisors, LLC2,540$302K0.24%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,535$301K0.17%+19513F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,533$301K0.14%+21913F-HRTimeline
Wallace Advisory Group, LLC2,740$299K0.24%013F-HRTimeline
Rockbridge Investment Management, LCC2,518$299K0.03%-2713F-HRTimeline
Peregrine Asset Advisers, Inc.2,514$299K0.09%-11813F-HRTimeline
Hickory Point Bank & Trust2,508$298K0.22%013F-HRTimeline
Seelaus Asset Management LLC2,494$296K0.24%-21813F-HR/ATimeline
CIM, LLC2,486$295K0.04%013F-HRTimeline
Cambria Investment Management, L.P.2,481$295K0.02%new13F-HR/ATimeline
Rockingstone Advisors LLC2,475$294K0.15%+7013F-HRTimeline
Ifrah Financial Services, Inc.2,473$294K0.08%+14513F-HRTimeline
Glassman Wealth Services2,467$293K0.04%-16813F-HRTimeline
Drum Hill Capital, LLC2,465$293K0.32%013F-HRTimeline
Blue Edge Capital, LLC2,460$292K0.04%+52413F-HRTimeline
Collier Financial2,456$292K0.22%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP2,450$291K<0.01%+65013F-HRTimeline
Aries Wealth Management2,446$291K0.07%013F-HRTimeline
Weaver Consulting Group2,431$289K0.07%013F-HRTimeline
CEERA INVESTMENTS, LLC2,430$289K0.09%new13F-HRTimeline
Werba Rubin Papier Wealth Management2,427$288K0.05%-34513F-HRTimeline
Infinity Wealth Counsel, LLC2,427$288K0.28%-25013F-HRTimeline
DDFG, Inc2,427$288K0.07%+2813F-HRTimeline
Saxony Capital Management, LLC2,421$288K0.19%new13F-HRTimeline
BCGM Wealth Management, LLC2,415$287K0.07%013F-HRTimeline
MEMBERS WEALTH LLC2,407$287K0.18%13F-HRTimeline
Investmark Advisory Group LLC2,409$286K0.12%+913F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,408$286K0.06%-113F-HRTimeline
Sand Hill Global Advisors, LLC2,407$286K0.01%-40013F-HRTimeline
Seascape Capital Management2,410$286K0.08%+4413F-HRTimeline
BCS Wealth Management2,407$286K0.06%+113F-HRTimeline
GFG Capital, LLC2,405$286K0.1%+1913F-HRTimeline
Cohen Klingenstein LLC2,400$285K0.01%013F-HRTimeline
GROUP ONE TRADING LLC2,399$285K0.01%+70013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,396$285K0.23%new13F-HRTimeline
Legacy Financial Advisors, Inc.2,396$285K0.04%-13313F-HRTimeline
Blue Zone Wealth Advisors, LLC2,388$284K0.06%+1713F-HRTimeline
Davidson Capital Management Inc.2,384$283K0.06%013F-HRTimeline
Colonial River Investments, LLC2,368$281K0.1%-3913F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,366$281K0.05%+6913F-HRTimeline
Cypress Wealth Services, LLC2,363$281K0.05%+39513F-HRTimeline
Chicago Capital, LLC2,360$280K0.01%-6413F-HRTimeline
Richardson Capital Management LLC2,360$280K0.13%+16013F-HRTimeline
Stanley-Laman Group, Ltd.2,340$278K0.04%-5213F-HRTimeline
REDW Wealth LLC2,335$277K0.1%+7513F-HRTimeline
Aberdeen Wealth Management LLC2,330$277K0.17%013F-HRTimeline
American Wealth Advisors, LLC2,318$275K0.27%13F-HRTimeline
BOS Asset Management, LLC2,315$275K0.08%new13F-HRTimeline
SFMG, LLC2,306$274K0.02%+413F-HRTimeline
MJP ASSOCIATES INC /ADV2,306$274K0.04%+113F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding2,303$274K-4,219Timeline
Brookwood Investment Group LLC2,297$273K0.04%+3313F-HRTimeline
Partners in Financial Planning2,296$273K0.05%+213F-HRTimeline
Pandora Wealth, Inc.2,286$272K0.16%-25913F-HRTimeline
Soundwatch Capital LLC2,283$271K0.04%-8,16113F-HRTimeline
Avantax Planning Partners, Inc.2,277$271K0.01%-44013F-HRTimeline
INVESTED ADVISORS2,330$269K0.39%13F-HRTimeline
Gimbal Financial2,258$268K0.16%013F-HRTimeline
Ruggaard & Associates LLC2,248$267K0.1%013F-HRTimeline
Souders Financial Advisors2,248$267K0.03%-1,93213F-HRTimeline
Community Bank & Trust, Waco, Texas2,243$267K0.06%-24313F-HRTimeline
New Insight Wealth Advisors2,243$267K0.1%-4313F-HRTimeline
Atlantic Edge Private Wealth Management…2,242$266K0.07%+1,62613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,232$265K0.05%13F-HRTimeline
Farmers National Bank2,228$265K0.06%-5813F-HRTimeline
Dentgroup LLC2,220$264K0.17%-813F-HRTimeline
Sterling Wealth Management, Inc.2,219$264K0.08%-17713F-HRTimeline
Madrona Financial Services, LLC2,219$264K0.06%+213F-HRTimeline
Warren Street Wealth Advisors, LLC2,214$263K0.08%-53213F-HRTimeline
Phillips Wealth Planners LLC2,195$263K0.22%+513F-HRTimeline
Chris Bulman Inc2,211$263K0.13%013F-HRTimeline
Horst & Graben Wealth Management LLC2,206$262K0.04%+4313F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL2,189$260K0.04%-2,95813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,183$259K<0.01%-1,39413F-HRTimelineGroup
Patten Group, Inc.2,181$259K0.05%013F-HRTimeline
Successful Portfolios LLC2,176$259K0.15%new13F-HRTimeline
Everhart Financial Group, Inc.2,176$259K0.03%-1113F-HRTimeline
MRWM Advisors, LLC2,171$258K0.15%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,171$258K0.06%-11613F-HRTimeline
Petix & Botte Co2,164$257K0.06%-3813F-HRTimeline
MY Wealth Management Inc.2,160$257K0.23%013F-HRTimeline
Pegasus Asset Management, Inc.2,155$256K0.08%013F-HR/ATimeline
Navis Wealth Advisors, LLC2,154$256K0.19%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.2,152$256K0.03%+6713F-HRTimeline
Heritage Wealth Management, Inc.2,147$255K0.07%+17813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,146$255K0.01%+29513F-HRTimeline
Global Trust Asset Management, LLC2,146$255K0.12%+94913F-HRTimeline
Moment Partners, LLC2,133$253K0.04%new13F-HRTimeline
SRH ADVISORS, LLC2,129$253K0.07%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,127$253K0.08%+2813F-HRTimeline
CPA Asset Management Group, LLC2,114$251K0.1%013F-HRTimeline
ICW Investment Advisors LLC2,103$250K0.09%013F-HRTimeline
Heritage Financial Services, LLC2,094$249K0.02%-1113F-HRTimeline
Archford Capital Strategies, LLC2,083$248K0.03%013F-HRTimeline
FSA Advisors, Inc.2,082$247K0.2%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,085$247K0.03%+1613F-HRTimeline
AMARILLO NATIONAL BANK2,080$247K0.04%-4113F-HRTimeline
Syntegra Private Wealth Group, LLC2,073$246K0.02%-20013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,072$246K0.05%013F-HRTimeline
Coastwise Capital Group, LLC2,070$246K0.17%new13F-HRTimeline
ADG Wealth Management Group, LLC2,057$244K0.19%-6513F-HRTimeline
Schorn Wealth LLC2,054$244K0.07%013F-HRTimeline
Reliant Investment Partners, LLC2,030$244K0.19%013F-HRTimeline
PATRON PARTNERS, LLC2,046$243K0.11%-19413F-HRTimeline
Tenon Financial LLC2,040$242K0.12%013F-HRTimeline
Beaton Management Co. Inc.2,039$242K0.11%-12513F-HRTimeline
Brooklyn Investment Group2,206$241K0.03%013F-HR/ATimeline
Rosenberg Matthew Hamilton2,025$241K0.05%-12613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,022$240K0.06%-16013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,012$239K0.03%-1,18213F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC2,004$238K0.03%new13F-HRTimeline
Slagle Financial, LLC2,000$238K0.09%+1813F-HRTimeline
Versant Capital Management, Inc1,995$237K0.03%013F-HRTimeline
Hemington Wealth Management1,996$237K0.03%013F-HRTimeline
Ground Swell Capital, LLC1,992$237K0.52%new13F-HRTimeline
Hobbs Group Advisors, LLC1,991$237K0.07%new13F-HRTimeline
LongView Wealth Management1,981$235K0.06%-11513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,980$235K0.08%013F-HRTimeline
City State Bank1,978$235K0.07%013F-HRTimeline
Parcion Private Wealth LLC1,972$234K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,972$234K0.07%013F-HRTimeline
Zullo Investment Group, Inc.1,968$234K0.09%+113F-HRTimeline
Shira Ridge Wealth Management1,968$234K0.1%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,966$234K0.09%-3,30713F-HRTimeline
Catalina Capital Group, LLC1,965$233K0.14%+5813F-HRTimeline
LS Investment Advisors, LLC1,963$233K0.03%-9,99913F-HRTimeline
Revisor Wealth Management LLC1,976$233K0.08%-29313F-HRTimeline
LM Advisors LLC1,957$233K0.03%013F-HRTimeline
Goodwin Investment Advisory1,958$233K0.25%013F-HRTimeline
4J Wealth Management LLC1,946$231K0.14%+113F-HRTimeline
Charis Legacy Partners, LLC1,945$231K0.34%new13F-HRTimeline
Cardinal Point Capital Management ULC1,975$230K0.02%-33413F-HRTimeline
Trust Co of the South1,934$230K0.04%-513F-HRTimeline
LifePlan Financial, LLC1,932$230K0.18%-1613F-HRTimeline
BCWM, LLC1,930$229K0.07%new13F-HRTimeline