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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
FINANCIAL CONSULATE, INC3,428$412K0.06%+60213F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,427$412K0.24%013F-HRTimeline
Rollins Financial Advisors, LLC3,426$412K0.06%-53613F-HRTimeline
Teamwork Financial Advisors, LLC3,425$412K0.04%-25913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,413$410K0.11%+2,78113F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC3,412$410K0.15%-4213F-HRTimeline
Red Door Wealth Management, LLC3,406$409K0.04%+24813F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,397$408K0.23%+32113F-HRTimeline
Poehling Capital Management, INC.3,393$408K0.08%013F-HRTimeline
DAGCO, INC.3,390$407K0.09%-24913F-HRTimeline
Kelly Financial Services LLC3,389$407K0.1%new13F-HRTimeline
Bath Savings Trust Co3,387$407K0.04%-2013F-HRTimeline
Ballast, Inc.3,376$406K0.09%013F-HRTimeline
TRUST POINT INC.3,368$405K0.03%+6713F-HRTimeline
Guardian Asset Advisors, LLC3,367$405K0.21%+2813F-HRTimeline
Independent Wealth Network Inc.3,363$404K0.12%-4513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC3,357$403K0.36%-1,30713F-HRTimeline
Truvestments Capital LLC3,356$403K0.07%-27113F-HRTimeline
PSI Advisors, LLC3,355$403K0.1%-9113F-HRTimeline
Private Wealth Management Group, LLC3,353$403K0.11%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,351$403K0.03%-1013F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS3,350$403K0.02%013F-HRTimeline
Bensler, LLC3,340$401K0.04%-14313F-HRTimeline
Stonebridge Capital Advisors LLC3,338$401K0.03%-10513F-HRTimeline
Sage Capital Management, LLC3,335$401K0.19%+913F-HRTimeline
FOSTER & MOTLEY INC3,330$400K0.02%+3913F-HRTimeline
Fund Evaluation Group, LLC3,328$400K0.01%+413F-HRTimeline
Washington Trust Bank3,316$399K0.03%+17813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TCP Asset Management, LLC3,313$398K0.07%-19613F-HRTimeline
Everest Financial Group LLC3,306$397K0.09%13F-HRTimeline
Radnor Capital Management, LLC3,305$397K0.06%+62413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,305$397K0.01%013F-HRTimelineGroup
Midwest Financial Partners Investments,…3,302$397K0.22%13F-HRTimeline
Stirlingshire Investments, Inc.3,301$397K0.35%13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,275$394K0.11%-5913F-HRTimeline
SIMA Wealth Partners, LLC3,272$393K0.3%013F-HRTimeline
Frank, Rimerman Advisors LLC3,264$392K0.02%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,243$390K0.06%-1,13213F-HRTimeline
Darwin Wealth Management, LLC3,230$388K0.12%+29613F-HRTimeline
Portland Financial Advisors Inc3,228$388K0.82%013F-HRTimeline
W1M Asset Management Ltd3,217$387K<0.01%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO3,201$385K0.07%-15913F-HRTimeline
Traveka Wealth, LLC3,195$384K0.16%-27813F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC3,193$384K0.22%+36713F-HRTimeline
Investment Partners Asset Management, I…3,193$384K0.24%-27713F-HRTimeline
Trademark Financial Management, LLC3,171$381K0.21%-5913F-HRTimeline
Weaver Capital Management LLC3,169$381K0.08%-38613F-HRTimeline
Collaborative Wealth Managment Inc.3,168$381K0.13%+17113F-HRTimeline
Arbor Wealth Advisors LLC3,164$380K0.27%013F-HRTimeline
Legacy Edge Advisors, LLC3,163$380K0.04%-23613F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,159$380K0.13%+113F-HRTimeline
Northside Capital Management, LLC3,158$380K0.03%013F-HRTimeline
New England Private Wealth Advisors LLC3,158$379K0.05%+413F-HR/ATimeline
LAWOOD & CO3,153$379K0.36%13F-HRTimeline
Harbor Asset Planning, Inc.3,152$379K0.32%+1413F-HRTimeline
Clearwave Capital, LLC3,149$378K0.28%13F-HRTimeline
Kaydan Wealth Management, Inc.3,144$378K0.11%+113F-HRTimeline
Financial Freedom, LLC3,137$377K0.19%+1013F-HRTimeline
Johnson Bixby & Associates, LLC3,126$376K0.05%-37413F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,124$375K0.1%013F-HRTimeline
CGN Advisors LLC3,117$375K0.03%-34613F-HRTimeline
waypoint wealth counsel3,116$375K0.14%-1313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,112$374K0.03%+10013F-HRTimelineGroup
Buttonwood Financial Advisors Inc.3,103$373K0.12%-34713F-HRTimeline
William Howard & Co Financial Advisors …3,102$373K0.31%013F-HRTimeline
Horizon Investment Services, LLC3,093$372K0.13%013F-HRTimeline
Checchi Capital Advisers, LLC3,093$372K0.03%+18713F-HRTimeline
Andrews Advisory Associates, LLC3,086$371K0.2%13F-HRTimeline
Nicholas Hoffman & Company, LLC.3,083$371K0.01%-2013F-HRTimeline
Synergy Investment Management, LLC3,077$370K0.13%+16613F-HRTimeline
Realta Investment Advisors3,067$369K0.12%+913F-HRTimeline
Vernal Point Advisors, LLC3,066$368K0.15%013F-HRTimeline
Meadowbrook Advisors Group, LLC3,066$368K0.21%13F-HRTimeline
Heritage Trust Co3,054$367K0.04%-11413F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,043$366K0.02%+313F-HRTimeline
Alpha Cubed Investments, LLC3,041$365K0.01%-19513F-HRTimeline
Tenzing Financial LLC3,031$364K0.3%13F-HRTimeline
ARS Wealth Advisors Group, LLC3,026$364K0.03%-51513F-HRTimeline
Kingsman Wealth Management, Inc.3,019$363K0.2%-34013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,013$362K0.11%-2313F-HRTimeline
Koss-Olinger Consulting, LLC3,016$362K0.03%-46913F-HRTimeline
M1 Capital Management LLC3,007$361K0.15%-48613F-HRTimeline
Foundry Financial Group, Inc.3,005$361K0.18%-8913F-HRTimeline
Towerpoint Wealth, LLC3,001$361K0.14%-7713F-HRTimeline
EVERETT HARRIS & CO /CA/3,000$361K<0.01%-6713F-HRTimeline
Wagner Wealth Management, LLC2,999$360K0.08%new13F-HRTimeline
Coastwise Capital Group, LLC2,983$359K0.18%+91313F-HRTimeline
3EDGE Asset Management, LP2,982$358K0.02%new13F-HRTimeline
BFSG, LLC2,979$358K0.03%013F-HRTimeline
NORDEN GROUP LLC2,978$358K0.04%013F-HRTimeline
Pacific Sage Partners, LLC2,961$356K0.06%+41013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,950$355K0.06%-74913F-HRTimeline
Cynosure Group, LLC2,949$354K0.04%new13F-HRTimeline
WealthPLAN Partners, LLC2,946$354K0.05%-44713F-HRTimeline
Level Wealth Management LLC2,942$354K0.18%-1413F-HRTimeline
Octavia Wealth Advisors, LLC2,934$353K0.03%-9513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,932$352K0.11%-1613F-HRTimeline
LMG Wealth Partners, LLC2,921$351K0.07%+2013F-HRTimeline
Midwest Capital Advisors, LLC2,920$351K0.17%-21113F-HRTimeline
Thayer Partners, LLC / MA2,912$350K0.17%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,905$349K0.02%+13213F-HRTimeline
PINNEY & SCOFIELD, INC.2,904$349K0.2%013F-HRTimeline
Redmond Asset Management, LLC2,900$349K0.09%-813F-HRTimeline
Stillwater Capital Advisors, LLC2,898$348K0.04%+28313F-HRTimeline
CHILTON INVESTMENT CO INC.2,897$348K0.01%new13F-HRTimeline
Tanager Wealth Management LLP2,888$347K0.03%+1,01613F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD2,883$346K0.05%13F-HRTimeline
Bank of New Hampshire2,878$346K0.08%-27813F-HRTimeline
Innova Wealth Partners2,876$346K0.17%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,869$345K0.05%-17213F-HRTimeline
Walleye Partners, LLC2,869$345K0.38%13F-HRTimeline
Copia Wealth Management2,855$343K0.25%+6013F-HRTimeline
EPIQ PARTNERS, LLC2,850$343K0.16%013F-HRTimeline
Wallace Advisory Group, LLC2,843$342K0.36%+10313F-HRTimeline
WEBSTER BANK, N. A.2,841$341K0.03%013F-HRTimeline
Segment Wealth Management, LLC2,840$341K0.02%-24913F-HRTimeline
Core Wealth Partners LLC2,840$341K0.15%013F-HRTimeline
4WEALTH ADVISORS, INC.2,839$341K0.3%+4213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,836$341K0.02%013F-HRTimeline
Insight Inv LLC2,828$340K0.19%013F-HRTimeline
one8zero8, LLC2,818$339K0.07%+22613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,817$339K0.01%+98713F-HRTimelineGroup
Brooklyn Investment Group2,752$337K0.02%+54613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,801$337K0.12%+2013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,798$336K0.14%-2413F-HRTimeline
High Falls Advisors, Inc2,787$335K0.07%-40813F-HRTimeline
E&G Advisors, LLC2,786$335K0.07%013F-HRTimeline
Financial Advisors Network, Inc.2,783$334K0.05%+14613F-HRTimeline
Newport Capital Group, LLC2,777$334K0.2%+213F-HR/ATimeline
Vermillion Wealth Management, Inc.2,766$332K0.14%-13113F-HRTimeline
Integrated Wealth Management2,764$332K0.37%13F-HRTimeline
Oxinas Partners, LLC2,763$332K0.16%-5013F-HRTimeline
Opal Wealth Advisors, LLC2,762$332K0.09%013F-HRTimeline
MAYPORT, LLC2,762$332K0.07%013F-HRTimeline
New Insight Wealth Advisors2,762$332K0.12%+51913F-HRTimeline
Hirtle & Co., LLC2,761$332K0.01%-8913F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,761$332K0.26%013F-HRTimeline
Vantage Point Financial LLC2,760$332K0.12%-713F-HRTimeline
Clarity Capital Advisors, LLC2,756$331K0.17%-24213F-HRTimeline
Family Manage LLC2,753$331K0.04%013F-HRTimeline
GERBER, LLC2,740$329K0.18%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,738$329K0.02%-19513F-HRTimeline
RMR Capital Management, LLC2,729$328K0.24%-54413F-HRTimeline
SAGE RHINO CAPITAL LLC2,720$327K0.06%-52813F-HRTimeline
Silver Grove Financial Group, Inc.2,749$327K0.28%+313F-HRTimeline
Integrity Wealth Solutions LLC2,713$326K0.13%+12413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,711$326K<0.01%+2,45013F-HRTimelineGroup
D.B. Root & Company, LLC2,706$325K0.08%-46013F-HRTimeline
Elevated Capital Advisors, LLC2,705$325K0.08%+913F-HRTimeline
Stonehearth Capital Management, LLC2,701$325K0.12%013F-HRTimeline
Strategic Equity Management2,700$324K0.11%-27113F-HRTimeline
Graetz Wealth LLC2,697$324K0.3%13F-HRTimeline
RAINIER FAMILY WEALTH INC2,696$324K0.24%new13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,695$324K0.23%+3513F-HRTimeline
FF Advisors,LLC2,692$324K0.14%+513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,690$323K0.13%013F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC2,518$323K0.15%new13F-HRTimeline
Chancellor Financial Group WB LP2,682$322K0.22%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,674$321K0.16%+7613F-HRTimeline
Rockbridge Investment Management, LCC2,669$321K0.03%+15113F-HRTimeline
CIM, LLC2,662$320K0.04%+17613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,655$319K0.01%-23713F-HRTimeline
Burk Holdings LLC2,654$319K0.15%new13F-HRTimeline
Aspen Wealth Management LLC2,644$318K0.07%-1013F-HRTimeline
Kendall Capital Management2,644$318K0.07%+6613F-HRTimeline
Van Hulzen Asset Management, LLC2,633$316K0.02%new13F-HRTimeline
Stiles Financial Services Inc2,627$316K0.1%013F-HRTimeline
Signet Investment Advisory Group, Inc.2,625$315K0.15%013F-HRTimeline
Southland Equity Partners LLC2,622$315K0.06%-21413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,620$315K0.1%-5013F-HRTimeline
Colonial River Investments, LLC2,620$315K0.11%+25213F-HRTimeline
MEMBERS WEALTH LLC2,457$315K0.2%+5013F-HRTimeline
Seelaus Asset Management LLC2,617$315K0.25%+12313F-HRTimeline
Curtis Advisory Group, LLC2,616$314K0.07%013F-HRTimeline
Good Harbor Advisors, Inc.2,615$314K0.37%13F-HRTimeline
IAG Wealth Partners, LLC2,613$314K0.04%-5113F-HRTimeline
Wilkerson Advisory Group LLC2,611$314K0.11%13F-HRTimeline
Garden State Investment Advisory Servic…2,607$313K0.07%+413F-HRTimeline
O'ROURKE & COMPANY, Inc2,606$313K0.12%-42813F-HRTimeline
Bond & Devick Financial Network, Inc.2,606$313K0.09%013F-HRTimeline
Riverbend Wealth Management, LLC2,604$313K0.2%013F-HRTimeline
Elgethun Capital Management2,603$313K0.05%013F-HRTimeline
Compass Financial Group, Inc. (Ohio)2,599$312K0.23%13F-HRTimeline
Capital Investment Management, Inc.2,597$312K0.11%13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,596$312K0.25%013F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,593$312K0.17%+5813F-HRTimeline
Hobbs Group Advisors, LLC2,593$312K0.09%+60213F-HRTimeline
Fermata Advisors, LLC2,589$311K0.07%-52113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,575$309K<0.01%+1213F-HRTimelineGroup
Strata Wealth Advisors, LLC2,574$309K0.09%-36213F-HRTimeline
Bluespring Wealth Management, LLC2,572$309K0.03%-20313F-HRTimeline
Lifelong Wealth Advisors, Inc.2,567$309K0.08%-32713F-HRTimeline
Collier Financial2,559$308K0.23%+10313F-HRTimeline
DeLarme Wealth Management, Inc.2,557$307K0.22%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,554$307K0.02%-36113F-HRTimeline
MJP ASSOCIATES INC /ADV2,542$306K0.04%+23613F-HRTimeline
Pollock Investment Advisors, LLC2,540$305K0.22%013F-HRTimeline
Allodium Investment Consultants, LLC2,535$305K0.15%-20113F-HRTimeline
Paragon Capital Management LLC2,534$305K0.15%-16913F-HRTimeline
M3 Advisory Group, LLC2,532$304K0.19%-28713F-HRTimeline