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Disclosery

IJR ISHARES TR

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SHS (fund)

2,733 managers (2,763 13F filers) reported a position in IJR shares at 2026-03-31, 555,655,015 shares in all. 117 filers opened a position and 105 filers sold out during the quarter.

Managers
2,733
13F filers
2,763
New
117
Added
1,104
Reduced
1,150
Sold out
105
Shares held by filers
555,655,015

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Team Hewins, LLC3,482$433K0.13%-2513F-HRTimeline
Stirlingshire Investments, Inc.3,480$433K0.38%+17913F-HRTimeline
Sterling Capital Management LLC3,479$432K0.01%+413F-HRTimeline
WILLNER & HELLER, LLC3,460$430K0.32%-1913F-HRTimeline
WOODSTOCK CORP3,448$429K0.04%-5,79713F-HRTimeline
Meramec Financial Planners, LLC3,143$428K0.17%-44913F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,427$426K0.26%013F-HRTimeline
Orgel Wealth Management, LLC3,425$426K0.01%-2713F-HRTimeline
DKM Wealth Management, Inc.3,415$425K0.31%-31513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,413$424K0.11%013F-HRTimelineGroup
PW Nova Financial Services LLC3,411$424K0.11%new13F-HRTimeline
Marshall Financial Group, LLC3,410$424K0.07%-1,81313F-HRTimeline
FOSTER & MOTLEY INC3,396$422K0.02%+6613F-HRTimeline
Poehling Capital Management, INC.3,393$422K0.09%013F-HRTimeline
Ballast, Inc.3,376$420K0.1%013F-HRTimeline
Private Wealth Management Group, LLC3,363$418K0.11%+1013F-HRTimeline
LexAurum Advisors, LLC3,363$418K0.05%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,359$418K<0.01%-1,09913F-HRTimelineGroup
PSI Advisors, LLC3,355$417K0.1%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,352$417K0.24%-4513F-HRTimeline
Bensler, LLC3,340$415K0.04%013F-HRTimeline
Independent Wealth Network Inc.3,333$414K0.12%-3013F-HRTimeline
Capstone Financial Advisors, Inc.3,328$414K0.02%-16113F-HRTimeline
Fund Evaluation Group, LLC3,328$414K0.01%013F-HRTimeline
Stonebridge Capital Advisors LLC3,321$413K0.03%-1713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,316$412K<0.01%-1,33513F-HRTimelineGroup
TCP Asset Management, LLC3,313$412K0.05%013F-HRTimeline
Radnor Capital Management, LLC3,305$411K0.06%013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC3,303$411K0.36%-5413F-HRTimeline
Midwest Financial Partners Investments,…3,302$411K0.22%013F-HRTimeline
Teamwork Financial Advisors, LLC3,297$410K0.05%-12813F-HRTimeline
Bath Savings Trust Co3,283$408K0.04%-10413F-HRTimeline
Downshift Financial, LLC3,008$408K0.21%-79313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO3,276$407K0.07%+7513F-HRTimeline
Brady Martz Wealth Solutions, LLC3,271$407K0.07%+1,21013F-HRTimeline
Tenzing Financial LLC3,067$404K0.3%+3613F-HRTimeline
Equita Financial Network, Inc.3,250$404K0.13%-3,67213F-HRTimeline
Truvestments Capital LLC3,242$403K0.07%-11413F-HRTimeline
DAGCO, INC.3,241$403K0.09%-14913F-HRTimeline
Partners in Financial Planning3,217$400K0.07%+92013F-HRTimeline
SIMA Wealth Partners, LLC3,201$398K0.3%-7113F-HRTimeline
Synergy Investment Management, LLC3,197$397K0.13%+12013F-HRTimeline
Kaydan Wealth Management, Inc.3,179$395K0.13%+3513F-HRTimeline
Weaver Capital Management LLC3,169$394K0.09%013F-HRTimeline
Arbor Wealth Advisors LLC3,164$393K0.28%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,160$393K0.13%+113F-HRTimeline
New England Private Wealth Advisors LLC3,159$393K0.05%+113F-HRTimeline
Harbor Asset Planning, Inc.3,159$393K0.33%+713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,155$392K0.11%-12013F-HRTimeline
Clearwave Capital, LLC3,153$392K0.27%+413F-HRTimeline
NORDEN GROUP LLC3,147$391K0.04%+16913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,142$391K0.14%-27013F-HRTimeline
Financial Freedom, LLC3,141$390K0.19%+413F-HRTimeline
Washington Trust Bank3,138$390K0.03%-17813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortis Capital Management LLC3,134$390K0.05%+1,35213F-HRTimeline
Legacy Edge Advisors, LLC3,133$389K0.04%-3013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC3,132$389K0.23%-6113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,125$388K0.06%-11813F-HRTimeline
LAWOOD & CO3,109$386K0.36%-4413F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.3,107$386K0.06%+15713F-HRTimeline
William Howard & Co Financial Advisors …3,102$386K0.33%013F-HRTimeline
Horizon Investment Services, LLC3,093$385K0.13%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,093$384K0.02%+5013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,093$384K0.01%+93113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
4WEALTH ADVISORS, INC.3,171$383K0.33%+33213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,074$382K0.11%+1,95213F-HRTimeline
AMERIFLEX GROUP, INC.3,071$382K0.19%-61113F-HRTimeline
Heritage Trust Co3,054$380K0.04%013F-HRTimeline
Wagner Wealth Management, LLC3,047$379K0.08%+4813F-HRTimeline
Investment Partners Asset Management, I…3,041$378K0.23%-15213F-HRTimeline
MONEYWISE, INC.3,035$377K0.16%-1,22113F-HRTimeline
Seelaus Asset Management LLC3,031$377K0.27%+41413F-HRTimeline
Copia Wealth Management3,031$377K0.26%+17613F-HRTimeline
Sage Capital Management, LLC3,028$377K0.18%-30713F-HRTimeline
Elevated Financial Group LLC3,029$377K0.12%new13F-HRTimeline
RAINIER FAMILY WEALTH INC3,023$376K0.25%+32713F-HRTimeline
Meadowbrook Advisors Group, LLC3,022$376K0.22%-4413F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,021$376K0.12%+8913F-HRTimeline
Darwin Wealth Management, LLC3,019$375K0.12%-21113F-HRTimeline
Checchi Capital Advisers, LLC3,016$375K0.03%-7713F-HRTimeline
M1 Capital Management LLC3,007$374K0.17%013F-HRTimeline
EVERETT HARRIS & CO /CA/3,000$373K<0.01%013F-HRTimeline
PAX Financial Group, LLC2,993$372K0.06%-72313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,991$372K0.11%-2213F-HRTimeline
Pacific Sage Partners, LLC2,984$371K0.06%+2313F-HRTimeline
Sentry LLC2,980$370K0.12%-62413F-HRTimeline
Andrews Advisory Associates, LLC2,973$370K0.19%-11313F-HRTimeline
Trademark Financial Management, LLC2,964$368K0.18%-20713F-HRTimeline
Realta Investment Advisors2,959$368K0.13%-10813F-HRTimeline
Redmond Asset Management, LLC2,955$367K0.1%+5513F-HRTimeline
Graetz Wealth LLC2,953$367K0.33%+25613F-HRTimeline
Buttonwood Financial Advisors Inc.2,943$366K0.12%-16013F-HRTimeline
Traveka Wealth, LLC2,932$364K0.14%-26313F-HRTimeline
CHILTON INVESTMENT CO INC.2,931$364K0.01%+3413F-HRTimeline
FF Advisors,LLC2,682$364K0.15%-1013F-HRTimeline
CGN Advisors LLC2,916$362K0.03%-20113F-HRTimeline
Midwest Capital Advisors, LLC2,916$362K0.17%-413F-HRTimeline
Thayer Partners, LLC / MA2,914$362K0.17%+213F-HRTimeline
Level Wealth Management LLC2,912$362K0.17%-3013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,905$361K0.02%013F-HRTimeline
Johnson Bixby & Associates, LLC2,904$361K0.04%-22213F-HRTimeline
PINNEY & SCOFIELD, INC.2,904$361K0.19%013F-HRTimeline
Hickory Point Bank & Trust2,901$361K0.24%+39313F-HRTimeline
Collaborative Wealth Managment Inc.2,898$360K0.17%-27013F-HRTimeline
Kingsman Wealth Management, Inc.2,897$360K0.2%-12213F-HRTimeline
OARSMAN CAPITAL, INC.2,893$360K0.04%-81613F-HRTimeline
Hirtle & Co., LLC2,890$359K0.01%+12913F-HRTimeline
Aspiring Ventures, LLC2,887$359K0.12%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC2,881$358K0.01%new13F-HRTimeline
Innova Wealth Partners2,876$358K0.17%013F-HRTimeline
Fermata Advisors, LLC2,871$357K0.08%+28213F-HRTimeline
SPWM Advisors LLC2,624$356K0.31%+75613F-HRTimeline
EPIQ PARTNERS, LLC2,850$354K0.17%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,847$354K0.16%+2,62913F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC2,845$354K0.07%-88313F-HRTimeline
Frisco Financial Planning LLC2,844$353K0.29%+58413F-HRTimeline
Wallace Advisory Group, LLC2,843$353K0.38%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,840$353K0.03%new13F-HRTimeline
Core Wealth Partners LLC2,840$353K0.16%013F-HRTimeline
Intentional Wealth Strategies, LLC2,839$353K0.33%13F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD2,833$352K0.05%-5013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,828$352K0.12%+2713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,813$350K0.05%-5613F-HRTimeline
Van Hulzen Asset Management, LLC2,813$350K0.03%+18013F-HRTimeline
Koss-Olinger Consulting, LLC2,787$346K0.03%-22913F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC2,519$346K0.14%+113F-HRTimeline
Adelphi Trust Co2,779$345K0.28%-67513F-HRTimeline
Hansen & Associates Financial Group, In…2,754$345K0.19%-10,51013F-HRTimeline
Newport Capital Group, LLC2,778$345K0.21%+113F-HRTimeline
LMG Wealth Partners, LLC2,768$344K0.06%-15313F-HRTimeline
Oxinas Partners, LLC2,763$343K0.16%013F-HRTimeline
VIRTUE ASSET MANAGEMENT LLC2,761$343K0.27%013F-HRTimeline
Vantage Point Financial LLC2,760$343K0.12%013F-HRTimeline
Clarity Capital Advisors, LLC2,760$343K0.16%+413F-HRTimeline
Financial Advisors Network, Inc.2,757$343K0.05%-2613F-HRTimeline
Family Manage LLC2,753$342K0.04%013F-HRTimeline
TOWER BRIDGE ADVISORS2,747$341K0.03%new13F-HRTimeline
CEERA INVESTMENTS, LLC2,739$340K0.15%+30513F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,730$339K<0.01%+1913F-HRTimelineGroup
RMR Capital Management, LLC2,729$339K0.25%013F-HRTimeline
Integrity Wealth Solutions LLC2,728$339K0.13%+1513F-HRTimeline
Vermillion Wealth Management, Inc.2,724$339K0.13%-4213F-HRTimeline
SAGE RHINO CAPITAL LLC2,720$338K0.06%013F-HRTimeline
Reflection Asset Management2,481$338K0.21%+1,37713F-HRTimeline
Elevated Capital Advisors, LLC2,708$337K0.08%+313F-HRTimeline
Rockingstone Advisors LLC2,705$336K0.15%+20013F-HRTimeline
one8zero8, LLC2,702$336K0.07%-11613F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,695$335K0.27%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,692$335K<0.01%-201,59013F-HRTimelineGroup
Chancellor Financial Group WB LP2,682$333K0.24%013F-HRTimeline
Segment Wealth Management, LLC2,680$333K0.02%-16013F-HRTimeline
Foundry Financial Group, Inc.2,680$333K0.17%-32513F-HRTimeline
Aureus Asset Management, LLC2,674$332K0.02%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC2,674$332K0.14%013F-HRTimeline
Krane Financial Solutions LLC2,665$331K0.23%13F-HRTimeline
CIM, LLC2,662$331K0.05%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,662$331K0.11%+4213F-HRTimeline
Kendall Capital Management2,657$330K0.07%+1313F-HRTimeline
Burk Holdings LLC2,654$330K0.14%013F-HRTimeline
Collier Financial2,651$330K0.25%+9213F-HRTimeline
Tanager Wealth Management LLP2,651$330K0.03%-23713F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,651$330K0.2%+5813F-HRTimeline
Opal Wealth Advisors, LLC2,648$329K0.07%-11413F-HRTimeline
Walleye Partners, LLC2,647$329K0.4%-22213F-HRTimeline
Colonial River Investments, LLC2,638$328K0.12%+1813F-HRTimeline
Brookwood Investment Group LLC2,638$328K0.04%+25813F-HRTimeline
Purewater Capital LLC2,636$328K0.31%13F-HRTimeline
ARS Wealth Advisors Group, LLC2,633$327K0.03%-39313F-HRTimeline
Stiles Financial Services Inc2,627$327K0.1%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS2,616$325K0.01%-73413F-HR/ATimeline
Curtis Advisory Group, LLC2,616$325K0.07%013F-HRTimeline
Good Harbor Advisors, Inc.2,615$325K0.35%013F-HRTimeline
Frank, Rimerman Advisors LLC2,615$325K0.02%-64913F-HRTimeline
IAG Wealth Partners, LLC2,613$325K0.04%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC2,611$325K0.02%new13F-HRTimeline
Garden State Investment Advisory Servic…2,609$325K0.08%+213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,607$324K0.16%+80113F-HRTimeline
Bond & Devick Financial Network, Inc.2,606$324K0.09%013F-HRTimeline
Riverbend Wealth Management, LLC2,604$324K0.2%013F-HRTimeline
Elgethun Capital Management2,603$324K0.05%013F-HRTimeline
Wilkerson Advisory Group LLC2,600$323K0.11%-1113F-HRTimeline
GERBER, LLC2,593$322K0.18%-14713F-HRTimeline
TrueWealth Financial Partners2,590$322K0.13%new13F-HRTimeline
W1M Asset Management Ltd2,586$321K<0.01%-63113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,575$320K0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,564$319K<0.01%-1,18613F-HRTimelineGroup
Hobbs Group Advisors, LLC2,561$318K0.1%-3213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,560$318K0.03%+47513F-HRTimeline
Bluespring Wealth Management, LLC2,559$318K0.03%-1313F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,556$318K0.16%+1,17213F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC2,554$317K0.02%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,546$316K0.25%-5013F-HRTimeline
Horst & Graben Wealth Management LLC2,315$316K0.04%+5813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,543$316K0.1%+59813F-HRTimeline
Chatterton & Associates Inc.2,414$316K0.22%new13F-HRTimeline
Paragon Capital Management LLC2,535$315K0.16%+113F-HRTimeline
M3 Advisory Group, LLC2,533$315K0.19%+113F-HRTimeline
Southland Equity Partners LLC2,531$315K0.06%-9113F-HRTimeline
Strata Wealth Advisors, LLC2,525$314K0.09%-4913F-HRTimeline
Brand Asset Management Group, Inc.2,518$313K0.08%013F-HRTimeline